Salesforce + Smartsheet

Update Smartsheet rows whenever Salesforce records are updated

Turn Salesforce updates into well-organized information with this automation. Whenever a record gets updated in Salesforce, the corresponding data is diligently collated and added to a new row in your Smartsheet. This streamlines your data management process, ensuring that all important updates are recorded in real-time, enhancing your productivity and data accuracy.

Turn Salesforce updates into well-organized information with this automation. Whenever a record gets updated in Salesforce, the corresponding data is diligently collated and added to a new row in your Smartsheet. This streamlines your data management process, ensuring that all important updates are recorded in real-time, enhancing your productivity and data accuracy.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

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

    TriggerPolling
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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smartsheet logo
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

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