Smartsheet Salesforce Connector
Visualize your sales/pipeline data, make informed decisions and align teams
Overview
Sync data seamlessly between Smartsheet and Salesforce—bi-directionally or one-way. Align sales and delivery teams, visualize pipeline data, and make informed decisions without duplicating work by leveraging Smartsheet reports, dashboards and automations.
See How Smartsheet Salesforce Connector Works
Bulk Updates: Edit multiple Salesforce items at once in a sheet for more time savings
Real-time 1 or 2-Way Sync: Control the flow of information between Salesforce and Smartsheet per field (including the creation of new records) for more control in your automated workflows
Roll-up reporting: Pull Salesforce data into Smartsheet roll-up reporting for greater visibility
Salesforce data visibility: Unlock Salesforce data for those unable to access the Salesforce environment
Less Duplicative Work: Eliminate need for copy/pasting to keep Salesforce and Smartsheet in sync
Accelerated delivery cycles: Improve the process of customer delivery by quickly generating project assets with Salesforce data
"The Smartsheet Salesforce Connector creates a bi-directional (or one-way) sync of information between Smartsheet and Salesforce. Visualize your sales and pipeline data, make informed decisions, and align sales and implementation teams for efficient, successful delivery of your products and services. This connection means work can be done in either system without duplicating efforts or requiring Salesforce access for additional team members. Let your resources focus on generating revenue while still generating the visibility and rollups needed for leadership. Common Use Cases: Project Initiation, Delivery, and Handoff — Create a seamless workflow for implementation and rollout by integrating Salesforce data with Smartsheet Control Center to automatically create project plans based on Salesforce triggers. Sales Pipeline Review and Forecasting — Create simple overviews and forecasts of your sales pipeline data using the reporting and charting features within Smartsheet. Territory Planning — Create flexible views of the Salesforce data your teams need with information on the accounts they manage — all without requiring them to login to Salesforce.
Categories
- Business Needs
- Lead & Opportunity ManagementProject ManagementDashboards & Reports
- Industries
- Horizontal Product
- Personas
- AdministratorBusiness UserSales Representative / Manager
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.
- Lightning Ready