How To Set Up a No-Code Salesforce-Smartsheet Integration
Salesforce and Smartsheet Integration
Keep Salesforce and Smartsheet in sync with Unito
Unito integrations are quick to set up, easy to configure, and require zero code.
Start syncing in minutes
When a task is found in Salesforce, create a row in Smartsheet and keep both in sync.
When a contact is found in Salesforce, create a row in Smartsheet and keep both in sync.
When an opportunity is found in Salesforce, create a row in Smartsheet and keep both in sync.
When a row is found in Smartsheet, create a task in Salesforce and keep both in sync.
When a row is found in Smartsheet, create a contact in Salesforce and keep both in sync.
When a row is found in Smartsheet, create an opportunity in Salesforce and keep both in sync.
Watch: 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.
Powerful features out of the box
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.
See why 50,000+ users across the world have chosen Unito
Salesforce and Smartsheet integration details
The Trello Jira integration by Unito seamlessly connects your project management with agile development processes, ensuring that Trello cards and Jira issues are synchronized for optimal collaboration and efficiency. This integration facilitates a harmonious workflow between teams, allowing for real-time updates and ensuring that everyone is aligned on project progress and priorities. It's a game-changer for teams looking to streamline their processes and enhance productivity.
About Salesforce
Salesforce is a powerful CRM platform and suite of applications designed to help businesses manage and automate customer relations, sales activities, and business processes. Analyze customer data, build relationships with customers, develop strategies for success and more.
Learn more about Unito's Salesforce integrations
About Smartsheet
Smartsheet is an online collaboration platform that enables teams to efficiently manage projects from start to finish through the use of Gantt charts, automated notifications, data collection forms, document collaboration tools, and flexible reporting capabilities.
Learn more about Unito's Smartsheet integrations
