Accurate and efficient alignment between leadership, sales, and operations
The Smartsheet Salesforce Connector helps you visualize your sales and pipeline data, make informed decisions, and coordinate your sales and implementation teams for efficient, successful delivery of your products and services.
Create reports and dashboards in Smartsheet for more Salesforce visibility across your organization.
Control the syncing of information — both one-way and two-way — between Salesforce and Smartsheet for each field (including the creation of new records), for better automated workflows.
Improve the process of customer delivery by quickly generating project assets with Salesforce data.
Reduce scope creep and duplicated requirement gathering by linking project plans with the information already gathered during the sales cycle.
Once we set up a project, the connector pushes its dates and other data to Salesforce and keeps them up to date, so our management and the rest of the company always knows where a project is at.
Emily Tam, Director of IT and Infrastructure, Borrego Solar Systems
Unlock visibility into Salesforce — and enable better data-driven decisions with reports and dashboards in Smartsheet.
Delivery alignment
Increase your process efficiency with automatic syncing between Smartsheet and Salesforce so you can accomplish more with your employees for smoother handoffs, quicker deal closes, and shorter projects.
Operational efficiency
Leave typos and copy/paste mistakes in the past with the Smartsheet Salesforce Connector and automate your processes with bi-directional (or one-way) syncing.
Customer stories
Frequently Asked Questions
The Smartsheet Salesforce Connector syncs data between Smartsheet and Salesforce, either bi-directionally or one-way. It lets you view Salesforce data in Smartsheet to make better decisions and keep sales and implementation teams aligned. This way, work can be done in either system without duplicating efforts or needing extra Salesforce access.
The Smartsheet Salesforce Connector is recommended when you want to sync information between Smartsheet and Salesforce.
Yes, the Smartsheet Salesforce Connector is a paid premium offering. It is included in Smartsheet Advance. For information about pricing, please contact our team.
The Smartsheet Salesforce Connector is available in the Commercial Smartsheet US instance. While the Smartsheet Salesforce Connector is available for use in the EU-hosted version of Smartsheet, it is not currently supported within Smartsheet Gov. To import Salesforce data into the Smartsheet Gov instance, you may consider exploring Data Shuttle. Check out our comparison articles to learn more about differences between Commercial Smartsheet and Smartsheet Gov or Smartsheet Regions.
If you have the Smartsheet Salesforce Connector purchased on your account, you can follow the steps to initialize the connection between Smartsheet and your Salesforce environment.
A Salesforce license is required for any user who creates the connection between the Smartsheet and Salesforce instance as well as any workflows between objects in Smartsheet and Salesforce. However, users will not need a Salesforce license to utilize the Salesforce data once it has been ported into Smartsheet via the Connector.
Once we set up a project, the connector pushes its dates and other data to Salesforce and keeps them up to date, so our management and the rest of the company always knows where a project is at.
