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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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Essentials
Additional Requirements
Smartsheet supports Chrome, IE (11 and higher), Firefox, Safari & Edge browsers. Native iOS and Android. Also available on Blackberry, Windows Phone or other smartphone.

App Details

Listed On
05/19/2025
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/07/2025

Additional Details

"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.

Need help?

Smartsheet

Bellevue, WA USA

Make technology work for you and get the most out of your Smartsheet investment with expert coaching and deep technical support and guidance.

Support Phone1 (844) 324-2360
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