How to connect Smartsheet and Salesforce
Smartsheet and Salesforce integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 4 more. With the combination of 28 Smartsheet triggers and 151 Salesforce actions, you can create thousands of integration workflows to automate your work.
Popular Workflows for Smartsheet and Salesforce Integration
The integration of Smartsheet and Salesforce can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible 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 Smartsheet and Salesforce
Want to automate the exchange of data between Smartsheet and Salesforce without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best fit for your business.
- 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.
- Albato. Albato is the ultimate platform for automating all your business needs. With no coding required, you can connect any apps and streamline your workflows. Plus, their App Integrator allows you to easily add missing apps to their library. Albato Embedded is perfect for SaaS.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 15$/user/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 16$/month
Smartsheet and Salesforce Integration Price
No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Smartsheet and Salesforce. Nevertheless, understanding the pricing aspects is crucial.
If you're looking to integrate Smartsheet and Salesforce 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.
Basic automations consist of a trigger and a single action. For instance, creating a task every time a form is filled out is an example of a basic automation.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Basic $19 Volume: 10K Plan: Pro $130 Volume: 100K Plan: | $0 Free | $19 Basic | $130 Pro |
Triggers and Actions supported by Smartsheet and Salesforce
Integrating Smartsheet and Salesforce often involves finding automation that is suitable for your business request.
Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.
We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting Smartsheet and Salesforce.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Smartsheet and Salesforce integration
Step 1: Choose a Workflow Automation Service that supports the integration of Smartsheet with Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate Smartsheet and Salesforce on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Pick a suitable Trigger for Smartsheet that will kickstart your automation workflow. Explore Triggers
15 seconds
15 secondsStep 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between Smartsheet and Salesforce.
120 seconds
120 secondsStep 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!
More integrations to Smartsheet
Take a look at the list of additional well-known Smartsheet integrations. Smartsheet Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
Smartsheet and Salesforce integration Diagram
Frequently Asked Questions
Does Smartsheet integrate with Salesforce?
- You can connect Smartsheet and Salesforce automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect, Microsoft Power Automate, Unito, Integrately or Albato to link Smartsheet and Salesforce.
Can you Integrate Smartsheet and Salesforce for free?
- Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect Smartsheet to Salesforce for free, albeit with some limitations.