How to Connect Salesforce to Smartsheet Easily With 2-Way Updates
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.
