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    Smartsheet integration
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    Integrate Salesforce with Smartsheet

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    Try for free
    Help Instructions
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    How it works

    With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.

    • 1

      Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.

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      Select the app and event that will trigger your integration, or set up a schedule as you prefer.

    • 3

      Select the actions to be performed and the data you wish to send once your integration is started.

    • 4

      That's it, it's done

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    Choose triggers and events for source app and target app

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    Triggers and actions available for Salesforce and Smartsheet integration

    triggers 11
    Salesforce triggers and actions
    Update record
    Salesforce triggers and actions
    Delete record
    Salesforce triggers and actions
    Opportunity updated
    Salesforce triggers and actions
    New lead
    actions 38
    Salesforce triggers and actions
    Create a record
    Salesforce triggers and actions
    Update a record
    Salesforce triggers and actions
    Get a record by ID
    Salesforce triggers and actions
    Delete a record by ID
    Create integration

    Get started with Salesforce and Smartsheet integration using template

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      Learn how to connect Salesforce with Smartsheet

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      Smartsheet: Automation for projects and teams

      Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

      Trusted by over 110,000 users

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      Great Zapier Replacement

      I like Albato for the following reasons: Intuitive Interface — The interface is pretty easy to use and easily understandable. Extensive App Library — Albato offers a good set of Apps to intergrate, especially all the commonly used ones. Customization Options - Can customize the workflows easily. Real-time Monitoring — We are able to monitor the automation in real time very effectively.

      Kapil A.

      CEO

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      Frequently asked questions about Salesforce and Smartsheet Integration

      Can I transfer data between Salesforce and Smartsheet using Albato?
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      Yes, with Albato, you can easily transfer data between Salesforce and Smartsheet. Simply set up the connection through Albato's intuitive interface, where you can define specific events in Salesforce to automatically trigger actions in Smartsheet. During setup, you can use Albato's data mapping feature to match specific fields between Salesforce and Smartsheet. This ensures that the right information, such as contact details, orders, or updates, is transferred accurately between both apps. Albato ensures seamless data transfer and automation, whether you're dealing with CRM, e-commerce, or productivity tools. Integrate Salesforce and Smartsheet to unlock the full potential of your business.
      Which triggers and actions can I use to automate tasks between Salesforce and Smartsheet?
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      With Albato, you have a wide range of triggers and actions to automate tasks between Salesforce and Smartsheet. Triggers are specific events in Salesforce that initiate automated actions in Smartsheet. For example, when a new record is created in Salesforce, it can automatically update or create a corresponding entry in Smartsheet. Actions define what happens in Smartsheet when a trigger in Salesforce occurs, such as sending data or updating a field.

      You can view the full list of available triggers and actions for Salesforce and Smartsheet in the Triggers and Actions section on their integration page, on each app’s dedicated page, or by logging into your Albato account and selecting the necessary application. This makes it easy to see which automations you can set up to streamline your workflows.
      Do I need technical skills to set up the integration between Salesforce and Smartsheet?
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      No, you don't need technical skills to set up the integration between Salesforce and Smartsheet on Albato. The platform is designed to be user-friendly, allowing you to automate workflows without any coding knowledge. Setting up the integration involves simple steps like selecting triggers and actions between the two apps and using Albato’s data mapping feature to match fields between Salesforce and Smartsheet. Albato’s intuitive interface guides you through the entire process, ensuring accurate data transfer and seamless automation. Whether you’re managing CRM data or syncing orders, anyone can easily create powerful automations with just a few clicks.
      Why is Albato the best alternative to Zapier for integrating Salesforce and Smartsheet?
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      Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Salesforce and Smartsheet. It’s super easy to use, and you can create powerful workflows without the hassle.

      What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Salesforce and Smartsheet, Albato is the way to go!
      How do I set up an integration between Salesforce and Smartsheet?
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      Setting up an integration between Salesforce and Smartsheet on Albato is simple and requires no technical skills. Just follow these steps:
      1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
      2. Go to the Integrations section and select Salesforce and Smartsheet from the list of available apps.
      3. Choose triggers and actions. You’ll need to define an event in Salesforce (the trigger) that will cause an action in Smartsheet, such as sending data or creating an entry.
      4. Map the fields. Use Albato’s data mapping tool to match specific fields between Salesforce and Smartsheet, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between Salesforce and Smartsheet, automating your workflows and saving you time.
      Is my data secure when integrating Salesforce with Smartsheet?
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      Yes, your data is secure when integrating Salesforce with Smartsheet on Albato. Albato is fully SOC 2 Type II compliant, ensuring the highest standards of data security. This means your data is protected through stringent security controls that are regularly audited to guarantee compliance with industry best practices. In addition, Albato is GDPR compliant, meaning it adheres to strict data privacy regulations, safeguarding your personal information and ensuring your data is only used as intended.

      Can I get free assistance from Albato’s support team to set up my integrations?
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      Absolutely! Albato’s support team is here to help you set up your integrations, free of charge. No matter which plan you’re on, you can reach out to their knowledgeable team for guidance on connecting Salesforce with Smartsheet. Whether it’s configuring triggers, actions, or data mapping, Albato’s support is available to make sure your integration runs smoothly from the start.

      With responsive, real-time assistance, you can quickly get your automations up and running, without any extra costs.

      Build your integration for free!

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