Smartsheet + Gravity Forms + Salesforce Integrations

How to connect Smartsheet + Gravity Forms + Salesforce

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Do even more with Smartsheet + Gravity Forms + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Smartsheet, Gravity Forms, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Updated Row
Triggers when a row is updated.
Trigger
Scheduled
New Attachment
Triggers when a new attachment is added to a row.
Trigger
Scheduled
New Comment
Triggers when a new comment is added.
Trigger
Scheduled
New Row
Triggers when a new row is added.
Trigger
Scheduled
Create Workspace
Creates a Workspace.
Action
Write

Add Attachment to Row
Adds a file attachment to a row.
Action
Write
Add Discussion to Row
Adds discussion to row.
Action
Write

Add Row to Sheet
Add a row to a sheet.
Action
Write

Smartsheet
Copies folder to another destination.
Scheduled
Action
Smartsheet
Copies row to another sheet.
Scheduled
Action
Smartsheet
Creates a copy of the specified Workspace.
Scheduled
Action
Smartsheet
Moves row to another sheet.
Scheduled
Action
Smartsheet
Create a new sheet from an existing sheet.
Scheduled
Action
Smartsheet
Create a new sheet from a template.
Scheduled
Action
Smartsheet
Update an existing row with new values. Requires a row ID.
Scheduled
Action
Smartsheet
Send a row via email.
Scheduled
Action
Smartsheet
Send a sheet via email (as PDF or Excel).
Scheduled
Action
Smartsheet
Share a sheet.
Scheduled
Action
Smartsheet
Share a workspace.
Scheduled
Action
Gravity Forms
Triggers when the specified form is submitted.
Instant
Trigger
Gravity Forms
Creates a new form entry.
Scheduled
Action
Gravity Forms
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
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.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

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How Smartsheet + Gravity Forms + Salesforce Integrations Work

Step 1: Authenticate Smartsheet, Gravity Forms, and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Smartsheet + Gravity Forms + Salesforce

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.