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
Supported field types
Smartsheet
Supported object types
Supported field types
Real-time data sync with full control, no coding required
See how teams succeed with Unito
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"Without a unified solution, we were spending as much time managing tools as we were working on the projects themselves"
$595k
saved annually
21k
tasks synced monthly
7.9k
hours saved annually
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"Unito allows our pipeline to run seamlessly from Sales to Engineering, while ensuring everyone is on the same page in Salesforce and Jira."
$312k
saved annually
2600
hours saved
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"Unito grants more visibility to executives and project managers. Syncing Jira and Wrike provided more clarity in our reporting and enables collaboration between teams."
$291k
saved annually
3328
hours saved
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"We saved more than 40 hours a week after syncing Asana and Jira through Unito. Our engagement with the C-suite was far, far better than expected."
$218k
saved annually
2236
hours saved
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"We're not just saving on licensing costs - we're reallocating time and resources. Tasks that used to take hours are now automated."
8.5
weeks IT time saved/year
30-40
ServiceNow licenses saved
9.79x
ROI
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"Unito allows to have the right project management tool and the right development tool so our teams can do what they need to do without changing the way they work."
$98k
saved annually
1040
hours saved
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
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
- End-to-end encryption
- 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 demoSync 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
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 ↗Frequently asked questions about Salesforce and Smartsheet
Yes. Salesforce opportunities, accounts, or cases can sync to Smartsheet rows with fields mapped to columns. Updates flow both ways.
No. Unito provides a visual field mapper with no-code setup. No Salesforce API development or Smartsheet scripting needed.
Yes. Picklist values in Salesforce map to dropdown column values in Smartsheet. Changes on either side update the other automatically.
Yes. Flow rules let you filter by record type, stage, owner, or any other field so only relevant data reaches Smartsheet.