Salesforce Smartsheet Integration

Keep Salesforce and Smartsheet in sync with Unito

Unito integrations are quick to set up, easy to configure, and require zero code.

Talk to sales
Unito's G2 rating

Sync Salesforce and Smartsheet in minutes

When a task is found in Salesforce, create a row in Smartsheet and keep both in sync.

Talk to sales

When a contact is found in Salesforce, create a row in Smartsheet and keep both in sync.

Talk to sales

When an opportunity is found in Salesforce, create a row in Smartsheet and keep both in sync.

Talk to sales

When a row is found in Smartsheet, create a task in Salesforce and keep both in sync.

Talk to sales

When a row is found in Smartsheet, create a contact in Salesforce and keep both in sync.

Talk to sales

When a row is found in Smartsheet, create an opportunity in Salesforce and keep both in sync.

Talk to sales

How to Connect Salesforce to Smartsheet with 2-Way Sync

Here's how to send Salesforce objects into Smartsheet as newly-created incidents with Unito's no-code, fully configurable 2-way integration. The same process can be used to sync any Salesforce object with Smartsheet without code or script.

Integrate Salesforce + Smartsheet with powerful features

Live sync

Receive new data and updates from your tools in real-time.

Rules

Use flexible rules to determine what gets synced between tools.

Historical data

Choose to sync data going back weeks, months and even years with one click.

2-way

Share data back and forth between tools-without risk of duplicates or an infinite loop.

Field mapping

Link related fields between tools, including comments, assignees, and attachments.

Enterprise security

Unito is SOC 2 Type 2 certified with strict security measures to protect customer data.

Get started with your Salesforce + Smartsheet sync with these resources

Unito

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

Learn more
IT and IT Management

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

Learn more
An illustration of a person with an unrolling leaf of paper and charts, representing sales report templates.
Collaboration and Productivity

12 of the Best Sales Report Templates for Your Teams

Learn more

About Salesforce

Salesforce is the world's leading CRM platform, helping businesses manage customer relationships, sales pipelines, service cases, and marketing campaigns in one unified cloud environment.

Learn more about Unito's Salesforce integrations

Popular Tool Pairings

Logo of Unito's Jira integration.

Jira - Salesforce Integration

Sync updates in real-time between Salesforce and Jira.
Logo of Unito's Zendesk integration.

Zendesk - Salesforce Integration

Sync updates in real-time between Salesforce and Zendesk.
Logo of Unito's Asana integration.

Asana - Salesforce Integration

Sync updates in real-time between Salesforce and Asana.

About Smartsheet

Smartsheet is a work execution platform that combines the familiarity of a spreadsheet with the power of project management. Teams use it to manage projects, automate workflows, and build solutions for everything from simple task tracking to complex portfolio reporting.

Learn more about Unito's Smartsheet integrations

Popular Tool Pairings

Logo of Unito's Azure DevOps integration.

Azure DevOps - Smartsheet Integration

Sync updates in real-time between Smartsheet and Azure DevOps.
Logo of Unito's Jira integration.

Jira - Smartsheet Integration

Sync updates in real-time between Smartsheet and Jira.
Logo of Unito's ServiceNow integration.

ServiceNow - Smartsheet Integration

Sync updates in real-time between Smartsheet and ServiceNow.
SALESFORCE AND SMARTSHEET INTEGRATION

Real-time sync between Salesforce and Smartsheet

Sync every work item, field, and relationship between Salesforce and Smartsheet in both directions. No code to deploy. Enterprise-grade certified scale.

What to expect

  • A 15-30 min call to assess your workflow and integration needs
  • A solutions overview of Unito’s sync platform
  • Hands-on help to get started and support your evaluation

Trusted by Fortune 500 companies and global brands

Sync anything between Salesforce and Smartsheet

Sync any work item, field, and relationship bidirectionally.

Salesforce

Supported object types

Lead Contact Account Opportunity Case + Standard & custom objects

Supported field types

Comments (Chatter) Attachments Users & assignees Text Dates Checkboxes Linked items Links Numbers Rich text Email Full custom field support

Smartsheet

Supported object types

Row

Supported field types

Comments Attachments Users & assignees Text Numbers Dates Dropdowns Checkboxes Links Email Full custom field support

Real-time data sync with full control, no coding required

Custom sync rules

Use intuitive rules (conditions or filters) to determine exactly what data to sync, such as opportunity stage, account owner, sheet status, parent rows, and more.

Deep field configurability

Configure your data flow field by field. Map any native or custom fields — including Salesforce custom fields and Smartsheet columns — and define flow direction for each, with item matching to prevent duplicates.

Full relationship support

Sync hierarchies and lookup fields across tools, keeping accounts, opportunities, sheets, rows, and sub-rows fully intact across Salesforce and Smartsheet.

Historical data sync

Sync historical records from any point in time, across even the largest datasets. Unito is purpose-built for enterprise-scale alignment across all your tools.

Comment & attachment support

Sync comments and attachments across Salesforce and Smartsheet so sales, account management, and delivery teams always have full context, wherever they work.

Live data transformation

Transform data in real time with transformers to combine fields, convert HTML to text, extract values, or apply custom string logic through JSON settings.

Schedule your free demo

See how teams succeed with Unito

See all case studies

Enterprise-grade sync without the enterprise-grade complexity

iPaaS platforms take months and dedicated engineers to deploy and maintain. Unito gives you the same scale with no-code setup and field-level control over what syncs between Salesforce and Smartsheet.

Abstracted complexity

Connect Salesforce and Smartsheet with an intuitive, out-of-the-box solution that allows for full configurability of your integration. No custom logic, scripting, or engineering-led setup required.
Abstracted complexity

Lower total cost of ownership

Most iPaaS tools drive up cost with long rollouts and heavy upkeep. Unito lowers TCO with fast time to value, and no specialized headcount to maintain or scale integrations.
Lower total cost of ownership

Scalability and resilience

Maintain real-time data consistency across datasets of any size. Unito's auto-scaling, intelligent API throttling and automatic recovery ensure uptime even during peak loads and tool downtimes.
Scalability and resilience
Abstracted complexity
Lower total cost of ownership
Scalability and resilience

Enterprise-grade control and reliability

Unito is designed to meet the highest standards of security and performance.

SOC 2 Type 2 certified

GDPR and CCPA compliant

  • SSO
  • Secure from end to end
  • Access controls and flow permissions
  • Centralized monitoring tools
  • No data stored by Unito

Move closed-won deals into delivery without manual data re-entry

A deal closes on Friday. By Monday someone has exported it and messaged delivery. By Wednesday the opportunity has changed and nobody updated the sheet. Unito keeps both tools synced so both sides work from the same data.

Schedule your free demo

Sync opportunities with delivery sheets

Opportunity data flows to Smartsheet when a deal hits the delivery stage. Fields, close dates, and amounts sync to columns. Status updates flow both ways automatically.

Roll accounts into shared portfolio views

Map Salesforce accounts to Smartsheet sheets with opportunities rolling up by team or region. Account managers see the portfolio in Smartsheet. Sales sees delivery status.

Keep comments, attachments, and context together

Chatter comments and attachments sync to Smartsheet conversations. Delivery sees full sales context. Sales sees project notes.

Advanced syncing use cases for Salesforce Smartsheet workflows

Opportunity collaboration across teams

Salesforce opportunities and Smartsheet rows share a linked record. Stage, amount, close date, and owner mirror to columns. Status and comments flow both ways so sales and delivery see the same data.

Account planning across tools

Each Salesforce account becomes a Smartsheet sheet inside a portfolio workspace. Tasks, deadlines, and deliverables live in the sheet. Planning comments sync back to the Salesforce account record.

Opportunity hierarchy with line items

Salesforce opportunities with line items sync as parent rows with sub-rows in Smartsheet. The full structure stays intact so delivery sees what was sold, with each line item as a trackable sub-row.

See how you can sync Salesforce and Smartsheet with Unito

Talk to an integration specialist about your Salesforce and Smartsheet setup and see what Unito can do for it.

What to expect

  • A 15-30 min call to assess your workflow and integration needs
  • A solutions overview of Unito’s sync platform
  • Hands-on help to get started and support your evaluation

About Salesforce

Salesforce is the world's leading CRM platform, helping businesses manage customer relationships, sales pipelines, service cases, and marketing campaigns in one unified cloud environment.

Learn more about Unito's Salesforce integrations ↗

Popular Tool Pairings

Integrate Salesforce with Jira

Integrate Salesforce with Zendesk

Integrate Salesforce with Asana

About Smartsheet

Smartsheet is a work execution platform that combines the familiarity of a spreadsheet with the power of project management. Teams use it to manage projects, automate workflows, and build solutions for everything from simple task tracking to complex portfolio reporting.

Learn more about Unito's Smartsheet integrations ↗

Popular Tool Pairings

Integrate Smartsheet with Azure DevOps

Integrate Smartsheet with Jira

Integrate Smartsheet with ServiceNow

Frequently asked questions about Salesforce and Smartsheet

Can Smartsheet rows sync with Salesforce records automatically?

Yes. Salesforce opportunities, accounts, or cases can sync to Smartsheet rows with fields mapped to columns. Updates flow both ways.

Does syncing Smartsheet with Salesforce require API work?

No. Unito provides a visual field mapper with no-code setup. No Salesforce API development or Smartsheet scripting needed.

Do Salesforce picklist values map to Smartsheet dropdown columns?

Yes. Picklist values in Salesforce map to dropdown column values in Smartsheet. Changes on either side update the other automatically.

Can I filter which Salesforce records sync to Smartsheet?

Yes. Flow rules let you filter by record type, stage, owner, or any other field so only relevant data reaches Smartsheet.