real-time visibility, across the organization · map salesforce fields to sheet columns sheet...
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Sales organizations need a better way to work. Smartsheet is the leading work management platform to plan, track, automate, and report on work, enabling you to move from idea to impact - fast. With the Smartsheet for Salesforce connector, your organization is enabled with powerful collaboration capabilities for sales teams to organize, update, and share customer information with internal and external team members, so you can close deals faster and win more business.
Increase Productivity
Increase the productivity of your sales team without changing the way they work. Synchronize your Salesforce data to Smartsheet to make bulk changes using the intuitive interface. Your Smartsheet data is automatically synchronized back into Salesforce, to give everyone greater visibility.
Real-time Visibility, Across the Organization
Smartsheet for Salesforce Connector
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1 (844) 324-2360
www.smartsheet.com©2017. All Rights Reserved
Smartsheet is redefining the way that individuals, teams, and organizations deliver great work. Our collaborative work management platform is trusted by over 8 million registered users in 80,000 customers across more than 190 countries. Customers like Cisco, Groupon, Salesforce, the GSA, Google, and over half of the Fortune 500 use Smartsheet across a range of departments, every day. Want to know how we help individuals and teams make smarter decisions that drive business performance? Visit www.smartsheet.com for more details.
More InformationLearn more: smartsheet.com/salesforce
Smartsheet for Salesforce is a premium capability available for additional fees to customers with Team and Enterprise plans.
Contact a Smartsheet Sales Representative for further pricing information.
Automate Workflow
Eliminate redundant steps and enable your teams to better manage pipeline, track commission payouts, plan territories and more with the auto-synchronization of data between your work management system and CRM.
Smartsheet, Inc.
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Settings Fields Salesforce filters
Create a new workflow
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Account ID
Account Name
Account ID (Text/Number)
Account Name (Contact L...)
Account Phone (Text/Nu...)Account Phone
Billing City
Billing State
Assignee
Priority
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add field
Resolution
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Billing City (Text/Number)
Billing State (Text/Number)
Owner (Contact List)
Priority (Text/Number)
Resolution (Text/N...) New!
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ContinueBack
FieldsMap Salesforce fields to sheet columns
Sheet filters Run options
Streamline Collaboration
Collaboration and sharing across Salesforce and non-Salesforce users is no longer a manual process of exporting data to spreadsheets. With the Smartsheet for Salesforce connector, all data is updated in real-time and shared across teams throughout the organization.