Salesforce
Smartsheet

Salesforce and Smartsheet Integration

No-code Integration
No-code
Supported Automation Platforms
6automatiomation platforms supported
Salesforce Actions
71Salesforce Triggers & Actions
Smartsheet Actions
90Smartsheet Triggers & Actions

How to connect Salesforce and Smartsheet

Salesforce and Smartsheet integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 3 more. With the combination of 89 Salesforce triggers and 92 Smartsheet actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Salesforce and Smartsheet Integration

By integrating Salesforce with Smartsheet, users can create custom workflows that save time and increase efficiency. Here are some of the most popular workflows that can be achieved through their integration.

  • Add important tasks to a personal to-do list
  • Distribute content across social media platforms
  • Register new leads for webinars to nurture them
  • Add leads to a nurture campaign
  • Gather customer feedback
  • Enroll customer in an online course
  • Optimize your digital advertising spend

Workflow Automation Platforms supported by Salesforce and Smartsheet

You can streamline your workflow processes between Salesforce and Smartsheet with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Microsoft Power Automate. Microsoft Power Automate, previously Microsoft Flow, helps to improve productivity using business process automation with triggers and actions.
  • Unito. Unito is a top-tier, no-code integration solution that enables seamless workflows across multiple apps. With two-way syncing, updates between tools are reflected in real-time. Choose from multiple integrations to streamline your team's efforts and increase productivity.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.

Salesforce and Smartsheet Integration Price

If you have decided to use a workflow automation tool to connect Salesforce and Smartsheet, it's important to carefully analyze the cost of integration.

If you're looking to integrate Salesforce and Smartsheet with the help of automation services, we've got you covered. We've gathered and organized pricing information and created a table below showing details for 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario that comprises of a trigger and a single action. An example of this is automatically sending an email every time someone fills out a form.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Triggers and Actions supported by Salesforce and Smartsheet

When integrating Salesforce and Smartsheet, you typically seek automation that suits your business requirements.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

Our extensive collection of available Triggers and Actions from various Workflow Automation Platforms allows you to fully assess integration possibilities and make informed decisions on integrating Salesforce with Smartsheet.

Salesforce

When this happens

Select a Trigger

Smartsheet

Do this

Select an Action

How to setup Salesforce and Smartsheet integration

  • Step 1: Choose a Workflow Automation Service that supports the integration of Salesforce with Smartsheet. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both Salesforce and Smartsheet on the chosen automation platform

    60 seconds

  • Step 3: Pick a suitable Trigger for Salesforce that will kickstart your automation workflow. Explore Triggers

    15 seconds

  • Step 4: Choose an appropriate Action to be executed by Smartsheet once your automation scenario is triggered. Explore Actions

    15 seconds

  • Step 5: Specify the data that will be exchanged between Salesforce and Smartsheet by configuring the appropriate settings.

    120 seconds

  • Step 6: Complete your integration by testing and publishing it. You're all set!

Salesforce and Smartsheet integration Diagram

Salesforce and Smartsheet Integration
Salesforce + Smartsheet Integration schema

Frequently Asked Questions

Does Salesforce integrate with Smartsheet?

You can connect Salesforce and Smartsheet automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect, Microsoft Power Automate, Unito or Integrately to link Salesforce and Smartsheet.

Can you Integrate Salesforce and Smartsheet for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect Salesforce to Smartsheet for free, albeit with some limitations.

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