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Smartsheet Salesforce Connector

By Smartsheet

Visualize your sales/pipeline data, make informed decisions and align teams

No Ratings
Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

Industries
Horizontal Product
Business Need
Lead & Opportunity Management
Project Management
Dashboards & Reports
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud

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.

  • Sync Salesforce data to Smartsheet

Highlights

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

Provider Details

Smartsheet
Bellevue, WA USA

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.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work. Discounts available for nonprofits.

Smartsheet Business or Enterprise Plan

Contact Smartsheet sales for more information

Business or Enterprise plans

$19 USD/user/month

Free trial available for 30 days

Lowest Starting Price

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