Smartsheet for Salesforce Connector

Enable teams to easily organize, update, and share Salesforce information.

Data automatically syncs across platforms to ensure all stakeholders are viewing the most up-to-date information. 

[With Smartsheet for Salesforce] people have more room for innovation and the ability to tackle projects that will help the department and overall company.

Emily Tam, Director of IT and Infrastructure, Borrego Solar Systems

Read their story

Key features

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 icon

Automate workflows

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.

Additional Resources

Contact our team