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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with Smartsheet - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Smartsheet

An action is what takes place after the automation is triggered. For example, with Smartsheet, the action could be "Create Workspace."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Smartsheet

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesforce to Smartsheet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Salesforce + Smartsheet integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Smartsheet

Can I connect Salesforce with Smartsheet without coding?

Yes, you can connect Salesforce with Smartsheet without any coding using our platform. We provide a user-friendly interface that allows you to set up triggers and actions to automate workflows between the two applications.

What are some common use cases for integrating Salesforce with Smartsheet?

Common use cases include syncing contact or lead information, updating project statuses, creating tasks in Smartsheet from Salesforce records, and reporting or analytics. Our integration allows for both scheduled or triggered actions like when a new Salesforce record is created or updated.

How do triggers work in the integration?

Triggers are events that start an automated workflow. For instance, a trigger could be a new record creation in Salesforce. Once this event occurs, it can trigger an action in Smartsheet such as adding a new row or updating an existing sheet.

Can updates in Smartsheet reflect back into Salesforce automatically?

Yes, using bi-directional sync settings available on our platform, updates made in Smartsheet can be configured to reflect back into Salesforce. This typically involves setting up specific triggers and actions to ensure data integrity and synchronization.

Is it possible to customize the fields synced between the two platforms?

Absolutely! Our integration allows you to select specific fields that you want to sync between Salesforce and Smartsheet, giving you full control over what data is transferred.

How secure is the data transfer between Salesforce and Smartsheet through your platform?

We prioritize data security by encrypting all data transfers between Salesforce and Smartsheet on our platform. Additionally, we adhere to industry-standard security protocols to protect your information.

What should I do if I encounter issues while setting up the integration?

If you encounter any issues during setup, we provide comprehensive support through tutorials and customer support services. You can reach out to our team for personalized assistance.

Connect Salesforce and Smartsheet to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Lead

    Triggers when a new Lead is created.

    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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