Native Integration Available
Great news! Salesforce has a built-in, native integration for Smartsheet. This is the recommended connection method — offering the most reliable data sync with the lowest maintenance overhead.
Method: Native
Details: 'Smartsheet for Salesforce' connector available for data sync.
Step-by-Step Setup
Open Salesforce and navigate to Settings, then Integrations or the App Marketplace.
Search for Smartsheet in the integrations directory and click Install or Connect.
Authorize the connection by logging into your Smartsheet account via OAuth.
Configure your sync preferences and select which data fields to synchronize.
Why Connect Salesforce & Smartsheet?
Eliminate Data Silos
Keep Salesforce and Smartsheet in sync so your team always works with accurate, up-to-date information.
Automate Workflows
Reduce manual data entry and let automated triggers handle the handoff between your pm stack.
Better Reporting
Unified data across Salesforce and Smartsheet means clearer insights and faster decision-making.
Ready to Connect?
Get the setup guide and start your free trial of Smartsheet today.
Get Setup Guide & Free TrialNo credit card required