Smartsheet + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Smartsheet and Salesforce.


Get started with workflows like: Add new Salesforce leads in a Smartsheet spreadsheet. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Smartsheet + Salesforce in Minutes

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

All Triggers & Actions

Updated Row

Triggers when a row is updated.

New Comment

Triggers when a new comment is added.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

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.).

New Attachment

Triggers when a new attachment is added to a row.

New Row

Triggers when a new row is added.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

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 Smartsheet + Salesforce