Integrate Smartsheet with Salesforce
Sync updates between Smartsheet and Salesforce with Unito
Unito lets you turn Smartsheet rows into Salesforce tasks, contacts or opportunities and vice-versa with automated, 2-way updates.
Connect Smartsheet and Salesforce with automated updates
When a row is found in Smartsheet, create a contact in Salesforce and keep both in sync.
Sign up nowWhen a row is found in Smartsheet, create an opportunity in Salesforce and keep both in sync.
Sign up nowWhen a contact is found in Salesforce, create a row in Smartsheet and keep both in sync.
Sign up nowWhen an opportunity is found in Salesforce, create a row in Smartsheet and keep both in sync.
Sign up nowGet started with these dedicated Smartsheet + Salesforce resources for Unito users
Use cases to get started
Account Management
Close deals with confidence and keep your clients happy. Unito synchronizes important work information across your tool stack, ensuring you never miss a beat in managing valuable accounts.
Task Management
Deliver your team from data silos by syncing their tasks to other apps and projects in real-time with automated 2-way updates.
Project Reporting
Send project updates to stakeholders automatically with real-time updates from other apps to your spreadsheet whenever changes are made.
See why 50,000+ users across the world have chosen Unito
How Unito works
Connect
Connect the tools your team relies on every day. Unito supports dozens of integrations, with more being added monthly. And they're all two-way by default, meaning information can flow back and forth in real-time.
Craft
Craft your ideal workflow, customized to your needs. Unito supports more fields — like assignees, comments, custom fields, attachments and subtasks. You can also map fields and build flexible rules to perfectly suit your use case.
Launch
Launch and reap the rewards. Get accurate info in the right place, at the right time, save hours on busywork, and align your team — giving them the freedom to focus and achieve more than ever.
Resources to get started
How To Optimize Your Pre-Sales Support Workflow
Organizations need to keep growing to thrive. That growth depends on a team of sales representatives that take prospects from leads to closed deals. Often, that process relies on a sales rep identifying potential objections and squashing them. But when your sales team needs backup, how do you make sure that happens?
Unsilo Your CRM: Unito’s Salesforce Integration Has Arrived
Unito now offers the deepest two-way integrations for Salesforce, empowering you to unsilo your CRM and build bridges across teams and tools.
About Smartsheet
Smartsheet is an online collaboration platform that enables teams to efficiently manage projects from start to finish through the use of Gantt charts, automated notifications, data collection forms, document collaboration tools, and flexible reporting capabilities.
Learn more about Unito's Smartsheet integrations.
About Salesforce
Salesforce is a powerful CRM platform and suite of applications designed to help businesses manage and automate customer relations, sales activities, and business processes. Analyze customer data, build relationships with customers, develop strategies for success and more.
Learn more about Unito's Salesforce integrations.
