How To Set Up a No-Code Salesforce-Smartsheet Integration

Published in Unito on 25/07/2024, last updated 04/12/2024.

This tutorial will show you how to connect Salesforce objects to Smartsheet that works as effectively for one user as it does scaling for larger teams. The end goal here is to set up a no-code Unito flow that creates a new Smartsheet rows or tasks automatically whenever you add a new Salesforce record of a particular object type and vice versa.

Here’s a closer look at our completed Salesforce Smartsheet integration:

By the end of this Salesforce Smartsheet integration guide, you’ll be able to:

Create new Smartsheet rows automatically based on specific Salesforce records.
Create new Salesforce records synced to Smartsheet rows.
Update fields in real-time with 2-way sync whenever manual changes are made.

Step 1. Connect Salesforce and Smartsheet to Unito

Sign up for Unito if you haven’t already!
Navigate to the Unito App and select +Create Flow.
Select Start Here to connect Salesforce and Smartsheet.
Then +Choose account for each tool and complete the authorization process.
Select a specific type of Salesforce object to include in your flow.
Click Confirm.

Connecting Smartsheet Salesforce with Unito's 2-way integration

When you’re ready, click Confirm.

Here’s more information about connecting tools to Unito for the first time.

Step 2. Choose a flow direction for new records and rows

When you add new Salesforce records or Smartsheet rows to your projects, Unito creates synced versions of those rows or records in your other connected tool automatically. Flow direction tells Unito where to do that: in Smartsheet, Salesforce or both.

Setting a flow direction in Unito between Salesforce and Smartsheet

Here’s more information about flow directions in Unito.

Step 3. Set rules to sync specific Smartsheet rows and Salesforce records

Next, we’ll apply a few rules to set conditions for which Smartsheet rows or Salesforce records will sync with Unito. This is useful if you don’t need every row to become a record or vice versa.

Select Add a new rule and to set the conditions related to your fields (including custom fields!):

Setting rules in Unito to control the syncing of tasks and rows between Salesforce and Smartsheet. — In this example, all rows in our chosen sheet that were created after the flow is launched (creation date) will sync to Salesforce as newly created records.

NOTE: Rules are intended to help you keep only the most relevant information in sync to avoid oversharing unnecessary details. You can apply custom labels to your tasks or rows to be even more precise about what kind of data is shared.

Rules in Unito to sync tasks from Salesforce to Smartsheet with tags. — In this example, only tasks with either of the specific tags included in our rules will sync to Smartsheet as new rows.

Find out more about setting rules. Here’s information about Unito’s default rules.

Step 4. Link fields between Salesforce and Smartsheet

Next, you can set individual relationships between fields in Salesforce and Smartsheet. Most fields can be assigned their own sync direction which determines how real-time updates occur.

But first, you can select Map automatically to begin your field mapping table with a prebuilt template.

How to add field mappings in Unito

Click + Add mapping to add new pairs of fields.
Then, Select a field for each tool, and find the appropriate field to map.

A table of field mappings in Unito between Salesforce and Smartsheet — Since virtually every field in Salesforce and Smartsheet can be customized, you’ll most likely need to set up the majority of your field mapping table yourself.

Most fields are automatically mapped for two-way updates, but you can adjust them as needed. With a one-way sync between fields, only the destination field will update automatically when you make changes in the source field.

Configuring field mappings

Selecting the gear icon beside a field will allow you to configure the values or statuses within those fields to further customize your flow.

NOTE: If you’re syncing statuses, be sure to add every relevant status option for your Smartsheet row and Salesforce records. Here’s an overview of status syncing in Unito.

You can find general information about field mappings here.

Launch your new Salesforce Smartsheet integration

And that’s it! You’ve just completed a flow between Smartsheet and Salesforce. Congratulations!

If you’ve followed the steps above, your flow will now:

Create a Salesforce record automatically for every Smartsheet row in your specified sheet.
Create a sheet row for every record of the chosen Salesforce object type.
Allow teams to collaborate between both tools without needing to leave their preferred interface, copy-paste data manually, or request information from the other team about these projects.

If you have any questions, don’t hesitate to reach out and let us know. Our live support team is ready to jump in and lend a hand to make sure your flows always function as intended.

Lauren Lang director of content at Uplevel. A quote reads: "“We designed a marketing dashboard that offers a different perspective on attribution and conversion data. It’s about understanding overall content performance through the tools your team uses: HubSpot or Salesforce – the CRM.”

What’s next after syncing Salesforce Smartsheet with Unito’s automated integration?

If you’d like to see this flow in action, we encourage you to read this case study about a Smartsheet user who synced with Unito.
Quickly duplicate this flow and tailor this connector workflow according to your use case.
Or if you found this guide useful, you can find similar articles on syncing:

Unito can sync Salesforce or Smartsheet to any of our 50+ connectors, but our team of product specialists can’t always keep up with the demand for demos! If you’d like to see a specific guide or video demo for your use case, don’t hesitate to reach out and let us know.

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