When this happens...
SalesforceNew Lead
Then do this...
SmartsheetAdd Row to Sheet

Logging leads to a spreadsheet can be very helpful for searching through them, filtering them, and using the data in other ways. Use this Zapier integration to automatically add a row to a Smartsheet spreadsheet whenever a new lead is added in Salesforce.

How It Works

  1. A new lead is added in Salesforce
  2. Zapier adds a row to a Smartsheet spreadsheet

What You Need

  • Salesforce account
  • Smartsheet account
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Salesforce + Smartsheet and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Salesforce
New Lead

Triggers when a new lead is created.

Salesforce
Create Lead

Create a new lead.

Salesforce
New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Salesforce
Add a Lead to a Campaign

Add a lead to a campaign.

Salesforce
New Contact

Triggers when a new contact is created.

Salesforce
Create Custom Object

Create a new custom object (of the type you choose).

Salesforce
New Opportunity

Triggers when a new opportunity is created.

Salesforce
Add a Contact to a Campaign

Add a contact to a campaign.

Smartsheet
Updated Row

Triggers when a row is updated.

Salesforce
Create Contact

Create a new contact.

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Become a Zapier Integration Partner

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

Smartsheet is an intuitive online project management tool enabling teams to increase productivity using cloud, collaboration, and mobile technologies.