Integrate Salesforce with Smartsheet
Sync updates between Salesforce and Smartsheet with Unito
Unito lets you turn Salesforce tasks, contacts or opportunities into Smartsheet rows and vice-versa with automated, 2-way updates.
Connect Salesforce and Smartsheet with automated updates
When a contact is found in Salesforce, create a row in Smartsheet and keep both in sync.
Sign up nowWhen an opportunity is found in Salesforce, create a row in Smartsheet and keep both in sync.
Sign up nowWhen a row is found in Smartsheet, create a contact in Salesforce and keep both in sync.
Sign up nowWhen a row is found in Smartsheet, create an opportunity in Salesforce and keep both in sync.
Sign up nowGet started with these dedicated Salesforce + Smartsheet resources for Unito users
Use cases to get started
Account Management
Close deals with confidence and keep your clients happy. Unito synchronizes important work information across your tool stack, ensuring you never miss a beat in managing valuable accounts.
Task Management
Deliver your team from data silos by syncing their tasks to other apps and projects in real-time with automated 2-way updates.
Project Reporting
Send project updates to stakeholders automatically with real-time updates from other apps to your spreadsheet whenever changes are made.
See why 50,000+ users across the world have chosen Unito
How Unito works
Connect
Connect the tools your team relies on every day. Unito supports dozens of integrations, with more being added monthly. And they're all two-way by default, meaning information can flow back and forth in real-time.
Craft
Craft your ideal workflow, customized to your needs. Unito supports more fields — like assignees, comments, custom fields, attachments and subtasks. You can also map fields and build flexible rules to perfectly suit your use case.
Launch
Launch and reap the rewards. Get accurate info in the right place, at the right time, save hours on busywork, and align your team — giving them the freedom to focus and achieve more than ever.
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.
