Connect Salesforce with Smartsheet
Integrate Salesforce with Smartsheet to automate your workflow. Seamlessly sync data between CRM and Project Management apps to save time, reduce errors, and boost productivity.
✓ 14-day Pro trial · No credit card required · Trusted by 500,000+ businesses
Last updated: January 2026
Salesforce
CRMSalesforce is a popular crm tool. Connect Salesforce with other apps to automate your workflow and boost productivity.
Smartsheet
Project ManagementSmartsheet is a popular project management tool. Connect Smartsheet with other apps to automate your workflow and boost productivity.
Popular Automation Ideas
Sync Data Automatically
When a new record is created in Salesforce, automatically create or update the corresponding entry in Smartsheet. Keep both platforms in sync without manual work.
Trigger Notifications
Send real-time alerts via Smartsheet whenever important events happen in Salesforce. Never miss a critical update or deadline.
Automate Workflows
Build powerful multi-step automations that connect Salesforce and Smartsheet with other tools in your stack. Create end-to-end processes that run on autopilot.
Free vs Pro: Which Plan Do You Need?
The free plan is great for testing, but businesses need Pro features to run reliable, high-volume automations.
Free Plan
$0/month- Limited to 1,000 operations/month
- Max 2 active scenarios
- 15-minute minimum interval
- No priority execution
- Community support only
Best for: Testing and personal projects
Pro Plan
From $9/month- 10,000+ operations/month
- Unlimited active scenarios
- 1-minute interval (near real-time)
- Priority execution queue
- Email & chat support
💰 Calculate Your ROI
How much time could you save by automating Salesforce + Smartsheet?
How to Connect Salesforce and Smartsheet
Sign up for an automation platform
Create a free account on Make, Zapier, or similar tools.
Connect your Salesforce and Smartsheet accounts
Authorize the platform to access both apps securely.
Build your automation
Choose triggers and actions, then activate your workflow.
Need help with this integration?
Our team can build custom automations tailored to your specific needs. Get a professional setup without the technical hassle.
Get Expert HelpBuilt for Business Scale
Whether you're a startup or an enterprise, this integration scales with you. Process thousands of operations, handle complex data mapping, and ensure 99.9% uptime for your critical Salesforce and Smartsheet workflows.
- Unlimited active scenarios
- Multi-step logic
- Real-time execution
- Priority support
Frequently Asked Questions
How do I connect Salesforce to Smartsheet?
You can connect Salesforce to Smartsheet using automation platforms like Make or Zapier. Sign up for free, authorize both apps, and create your automation workflow in minutes.
Is Salesforce and Smartsheet integration free?
Most automation platforms offer free tiers that allow you to create basic integrations. For more complex workflows or higher volume, paid plans are available.
What can I automate between Salesforce and Smartsheet?
Common automations include syncing data, sending notifications, creating records, and triggering actions based on events in either Salesforce or Smartsheet.
Do I need coding skills to set up this integration?
No coding required! Platforms like Make use a visual drag-and-drop interface. You can build powerful automations just by connecting modules and mapping data fields.