- First, you need to register in ApiX-Drive
- Choose what data to transfer from Salesforce CRM to Smartsheet
- Turn on auto-update
- Now the data will be automatically transferred from Salesforce CRM to Smartsheet
Integration Salesforce CRM + Smartsheet
Connect Salesforce CRM and Smartsheet via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Salesforce CRM and Smartsheet yourself, without programmers
Other available integrations
Salesforce CRM (245 available connectors)
Smartsheet (245 available connectors)
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Automation capabilities of
Salesforce CRM and Smartsheet
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Salesforce CRM to Smartsheet.
Transmit data at specified intervals from Salesforce CRM to Smartsheet.
Data source: Salesforce CRM, available actions:
- Get ACCOUNTS (modified)
- Get ACCOUNTS (new)
- Get POSSIBILITY (modified)
- Get POSSIBILITY (new)
- Get POSSIBILITY by stage (new)
- Get TASKS (modified)
- Get TASKS (new)
- Get ORDERS (modified)
- Get ORDERS (new)
- Get ORDERS by stage (new)
- Get COMPANIES (modified)
- Get COMPANIES (new)
- Get CONTACTS (modified)
- Get CONTACTS (new)
- Get LEADS (modified)
- Get LEADS (new)
- Get LEADS by stage (new)
Data receiver: Smartsheet, available actions:
- Add COMMENT to a line
- Add ROW
- Update ROW
F.A.Q. on integration of Salesforce CRM and Smartsheet
How is integration of Salesforce CRM and Smartsheet carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Salesforce CRM with Smartsheet?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside Salesforce CRM and Smartsheet
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
Information about Smartsheet
The Smartsheet Cloud Platform provides a set of collaboration, optimization, and task control tools. Users are offered a catalog of files, folders and team chats, and spreadsheets are the main element of the service. They can be created from scratch or based on various templates (for product launches, sales coordination, project planning, etc.). Smartsheet also allows you to import spreadsheets from other formats: Excel, Google, Microsoft Project, even in its interface there are cards for managing tasks and tracking their progress. More
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