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Smartsheet + Salesforce Integrations

How to connect Smartsheet + Salesforce

Zapier lets you send info between Smartsheet and Salesforce automatically—no code required.

When this happens...
SmartsheetSmartsheet
New Attachment

Triggers when a new attachment is added to a row.

automatically do this!
SalesforceSalesforce
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Supported triggers and actions

What does this mean?

How Smartsheet + Salesforce Integrations Work

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

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

  • Spreadsheets

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About Salesforce

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