Enable all of your teams to easily organize, update, and share Salesforce information.Data automatically syncs to ensure all stakeholders are viewing the most up-to-date information. The Smartsheet for Salesforce Connector is a premium service available with subscription to customers with Team, Business, and Enterprise plans.
"[With Smartsheet for Salesforce] people have more room for innovation and the ability to tackle projects that will help the department and overall company."
Increase Productivity - Increase the productivity of your sales team and improve visibility – without changing the way they work. Synchronize your Salesforce data to Smartsheet to make bulk changes, set criteria for real-time alerts, and more.
Streamline Collaboration - Collaboration and sharing across Salesforce and non-Salesforce users is no longer a manual process of exporting data to spreadsheets. All data is updated in real-time and shared across teams.
Automate Workflow - Eliminate redundant steps and enable your teams to better manage pipeline, track commission payouts, plan territories, and more with auto-synchronization between Salesforce and Smartsheet.
How to get it:
The Smartsheet for Salesforce Connector lives outside of both the Smartsheet and Salesforce products. Please contact our team for more information.