Smartsheet and Salesforce integration + automation

Smartsheet and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Smartsheet and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Popular Smartsheet and Salesforce integrations

Uses

All

Category

Project Management

Connector type

Tray Connector

Triggers

Enable webhook, Find webhook by URL, List sheets DDL, Webhook

Operations

Add alternate email, Add image to cell, Add row, Attach file to comment, Attach file to row, Attach file to sheet, Attach URL to comment, Attach URL to row, Attach URL to sheet, Copy folder

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record Update, On Apex trigger (advanced)Show all

Operations

On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record Update, On Apex trigger (advanced)Show all

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Smartsheet + Salesforce

On-demand Salesforce + Smartsheet integrations

Get your revenue team on the same page with custom Salesforce + Smartsheet integrations on the low-code Tray Platform. Anyone can rapidly stand up Salesforce + Smartsheet integrations that connect any data source without needing IT support. Our platform gives you the power to shatter communication silos in your sales team and reimagine the way you collaborate.

Thanks to our 100% visual builder, it takes minutes to integrate all of your favorite tools. Using our Salesforce + Smartsheet connector, sync your CRM, project management software, and any data source in your tech stack, including FTP, email, webhooks, flat files (such as CSVs), and any other cloud-based app, including data within custom fields. 

There’s more to the Tray Platform than just custom integrations. You can also build custom Salesforce + Smartsheet automation that delivers your sales projects on-time and on-target. We make it easy to build multi-step automation that conserves hours of manual work, so you don’t have to copy-paste data into your spreadsheets by hand any longer. Now, you can improve sales productivity, drive pipeline, and do more, faster.

Popular Customer Relationship Management (CRM) and Project Management Connectors

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