Loading

Smartsheet + Salesforce + Microsoft Excel Integrations

How to connect Smartsheet + Salesforce + Microsoft Excel

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

When this happens...
automatically do this...
then do this!
  • Free forever for core features
  • 14 day trial for premium features & apps

Do even more with Smartsheet + Salesforce + Microsoft Excel

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, Salesforce, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Choose a SheetRequired

      Select a Sheet to monitor for updated rows.

    Trigger
    Scheduled
    Try It
    • Choose a SheetRequired

      Select a Sheet to monitor for new rows.

    Trigger
    Scheduled
    Try It
    • Workspace NameRequired

      Enter workspace name.

    Action
    Write
    • Choose a SheetRequired

      Select a sheet to add a row to.

    • RowRequired

      Select row to add discussion.

    • TitleRequired

      Enter discussion title.

    • CommentRequired

      Enter discussion comments.

    Action
    Write
    • Choose a SheetRequired

      Select a Sheet to monitor for new rows.

    Trigger
    Scheduled
    Try It
    • Choose a SheetRequired

      Select a Sheet to monitor for new rows.

    Trigger
    Scheduled
    Try It
    • SheetRequired

    • RowRequired

    • File AttachmentRequired

    Action
    Write
    • Choose a SheetRequired

      Select a sheet to add a row to.

    • Add Row to Top or Bottom

      Select whether to add the row to top or bottom of the sheet.

    Action
    Write

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.

How Smartsheet + Salesforce + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Smartsheet, Salesforce, and Microsoft Excel.
    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
smartsheet logo

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

Similar apps

MySQL integrations

MySQL

Databases
Zoho Creator integrations

Zoho Creator

App Builder, Zoho
Knack integrations

Knack

Databases
salesforce logo
excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

Similar apps

OneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrations

Smartsheet

Spreadsheets
Quip integrations

Quip

Documents

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.