Loading

Salesforce + Smartsheet

Update rows in Smartsheet every time fields on records in Salesforce are updated

Enhance your workflow by connecting Salesforce and Smartsheet with this efficient automation. When an update to a Salesforce record field occurs, a new row is swiftly added to your Smartsheet, guaranteeing that no changes go unnoticed. This strategy simplifies continuous record maintenance and accelerates information transfer, enabling you to concentrate on managing your data between Salesforce and Smartsheet effectively.

Enhance your workflow by connecting Salesforce and Smartsheet with this efficient automation. When an update to a Salesforce record field occurs, a new row is swiftly added to your Smartsheet, guaranteeing that no changes go unnoticed. This strategy simplifies continuous record maintenance and accelerates information transfer, enabling you to concentrate on managing your data between Salesforce and Smartsheet effectively.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    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 ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
smartsheet logo
smartsheet logo

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.

Related categories

Similar apps

MySQL integrationsMySQL integrations

MySQL

Databases
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Knack integrationsKnack integrations

Knack

Databases