Smartsheet Salesforce Connector

"The Smartsheet Salesforce Connector creates a bi-directional (or one-way) sync of information between Smartsheet and Salesforce. Visualize your sales and pipeline data, make informed decisions, and align sales and implementation teams for efficient, successful delivery of your products and services. This connection means work can be done in either system without duplicating efforts or requiring Salesforce access for additional team members. Let your resources focus on generating revenue while still generating the visibility and rollups needed for leadership.

Common Use Cases:

Project Initiation, Delivery, and Handoff — Create a seamless workflow for implementation and rollout by integrating Salesforce data with Smartsheet Control Center to automatically create project plans based on Salesforce triggers.

Sales Pipeline Review and Forecasting — Create simple overviews and forecasts of your sales pipeline data using the reporting and charting features within Smartsheet.

Territory Planning — Create flexible views of the Salesforce data your teams need with information on the accounts they manage — all without requiring them to login to Salesforce.