Native Integration Available
Great news! Smartsheet has a built-in, native integration for Salesforce. This is the recommended connection method — offering the most reliable data sync with the lowest maintenance overhead.
Method: Native
Details: Smartsheet for Salesforce Connector.
Step-by-Step Setup
Open Smartsheet and navigate to Settings, then Integrations or the App Marketplace.
Search for Salesforce in the integrations directory and click Install or Connect.
Authorize the connection by logging into your Salesforce account via OAuth.
Configure your sync preferences and select which data fields to synchronize.
Why Connect Smartsheet & Salesforce?
Eliminate Data Silos
Keep Smartsheet and Salesforce 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 crm stack.
Better Reporting
Unified data across Smartsheet and Salesforce means clearer insights and faster decision-making.
Ready to Connect?
Get the setup guide and start your free trial of Salesforce today.
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