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

Salesforce

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.

Smartsheet

Muse Operations

Anytime a new record is created in Salesforce, add a corresponding row to sheet in Smartsheet with a link back to Salesforce.

Salesforce creates Smartsheet Items

“Anytime a new record is created in Salesforce, add a corresponding row to sheet in Smartsheet with a link back to Salesforce.”

Trusted at companies large and small

This Zap works in 4 steps …

Anytime a new record is created in Salesforce

Add row to sheet in Smartsheet

Add discussion to row in Smartsheet

Update record in Salesforce

This Zap uses the following 2 apps

Salesforce

Smartsheet

Salesforce + Smartsheet