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Salesforce + Smartsheet

Salesforce + Smartsheet

Salesforce + Smartsheet integrations

Update rows in Smartsheet when new records appear in Salesforce

Streamline your workflow between Salesforce and Smartsheet with this simple automation. Whenever a new record is introduced in Salesforce, the integration will update relevant data in a Smartsheet row. This ensures your data is always up-to-date, making it easier to stay on top of changes and maintain data consistency across both platforms. Enjoy efficient data handling, saving time and reducing chances of manual entry errors.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Update Row
    Update Row
    Update RowUpdate an existing row with new values. Requires a row ID.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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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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