Accurate and efficient alignment between leadership, sales, and operations
The Smartsheet Salesforce Connector helps you visualize your sales and pipeline data, make informed decisions, and coordinate your sales and implementation teams for efficient, successful delivery of your products and services.Contact our team
Reporting and data visualization
Create reports and dashboards in Smartsheet for more Salesforce visibility across your organization.
Control the syncing of information — both one-way and two-way — between Salesforce and Smartsheet for each field (including the creation of new records), for better automated workflows.
Accelerated delivery cycles
Improve the process of customer delivery by quickly generating project assets with Salesforce data.
Aligned project plans
Reduce scope creep and duplicated requirement gathering by linking project plans with the information already gathered during the sales cycle.
Once we set up a project, the connector pushes its dates and other data to Salesforce and keeps them up to date, so our management and the rest of the company always knows where a project is at.