Salesforce and Smartsheet integration + automation

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

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Smartsheet
Integrations

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.

Salesforce and Smartsheet Connector Details

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Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Smartsheet

Smartsheet

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UsesAll
CategoryProject Management
Triggers
List sheets DDLFind webhook by URLEnable webhookWebhook
Connector TypeTray Connector
Operations
Get sheetList sightsAdd alternate emailAdd image to cellAdd rowAttach file to commentAttach file to rowAttach file to sheetAttach URL to commentAttach URL to rowAttach URL to sheetCopy folderand 29 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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