Unito Two-Way Sync

Salesforce and Smartsheet Integration: Deep, Bidirectional Sync

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

Book a free demo
  • 4.5 on G2
  • SOC 2 Type 2

How teams connect Salesforce and Smartsheet

Pick the setup closest to yours. Smartsheet rows sync with any native or custom Salesforce object.

  • Opportunities
    Items sync both ways between Salesforce and Smartsheet
    Rows

    Kick off projects when deals close

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

    Each product on the won opportunity lands as a child row, and description and attachments sync both ways, so project teams plan onboarding from full scope.

    Book a free demo
  • Cases
    Items sync both ways between Salesforce and Smartsheet
    Rows

    Route customer requests to project teams

    When a case is found in Salesforce, create a matching row in Smartsheet and keep them in sync.

    Status, comments and priority sync both ways, so account teams see where each request stands on the Salesforce case without opening the project team's sheet.

    Book a free demo
  • Tasks
    Items sync both ways between Salesforce and Smartsheet
    Rows

    Share tasks between sales and project teams

    When a task is found in Salesforce or a row in Smartsheet, create a matching one in the other tool and keep them in sync.

    Status and due dates sync both ways, so sales reps complete follow-ups in Salesforce and project teams watch the matching rows update in their sheet.

    Book a free demo
See every field Salesforce and Smartsheet support

Trusted by Fortune 500 companies and global brands

Watch Salesforce and Smartsheet sync both ways

This 6-minute demo builds a sync between two tools from scratch: pick what to sync, map the fields, then watch a change in one tool land in the other. Your fields will differ. The steps won't.

Demo video:
Salesforce and Smartsheet 2-Way Sync

Everything Unito syncs between Salesforce and Smartsheet

Choose which tool creates new items and which way each field syncs, so Salesforce opportunities can create Smartsheet rows while description and attachments update both ways. Set rules on field values to decide which opportunities and rows sync.

Salesforce

Supported object types

  • Tasks
  • Cases
  • Contacts
  • Accounts
  • Leads
  • Opportunities
  • + All native & custom objects

Also syncs

  • Comments
  • Attachments
  • Subtasks
  • Hierarchies
  • Rich text

Supported fields

Two-way

  • Subject
  • Status
  • Priority
  • Due date
  • Attachments
  • Comment

One-way (read only)

  • Account
  • Related to
  • Is closed
  • Contact/lead
  • Last modified date
  • Created
  • URL

Smartsheet

Supported object types

  • Rows

Also syncs

  • Comments
  • Attachments
  • Dependencies
  • Hierarchies

Supported fields

Two-way

  • Custom column
  • Parent
  • Primary column

One-way (read only)

  • Created at
  • Modified at
  • Permalink
  • Row ID
Book a free demo

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

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.

AICPA SOC 2 for Service Organizations

SOC 2 Type 2 certified

GDPR and California Consumer Privacy Act compliance

GDPR and CCPA compliant

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

See how teams succeed with Unito

See all case studies

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

Frequently asked questions about Salesforce and Smartsheet

How do I set up the Salesforce + Smartsheet integration?

In Unito, you connect both tools, pick the Salesforce object and the sheet to pair, then map fields between them. For the full walkthrough with two-way updates, see our Salesforce + Smartsheet setup guide.

Is there a native Salesforce-Smartsheet integration, and what does it not cover?

Yes. Smartsheet’s Salesforce Connector is a paid premium add-on that syncs Sales Cloud and Service Cloud objects with sheet rows, one- or two-way per field, polling every 30 seconds. It doesn’t sync attachments or third-party package fields, and allows one connector workflow per sheet.

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. Unito maps fields by type, and each mapping can be set one-way or two-way; a few fields stay one-way where the other tool has no equivalent.

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.

Is Unito's Salesforce + Smartsheet sync truly bidirectional, or one-way automation?

Bidirectional. Fields like Case Subject, Contact first and last name, and Smartsheet’s Primary Column, Custom Column and Parent sync two-way. Flow direction (which tool creates items) and per-field direction are set separately, so a one-way flow can still update fields both ways.

Do attachments carry across between Salesforce and Smartsheet?

Yes. Unito syncs attachments on both sides, including Attachments on Salesforce Cases, so files added to a record or its linked Smartsheet row show up in the other tool. Copied attachments open without a licence in both tools.

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