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    Salesforce
    SmartSuite
    CRM & ERP systems • Popular

    Salesforce and SmartSuite integration

    Build smart, no-code workflows with Salesforce and SmartSuite using triggers, actions, and AI logic—automate any process in minutes.

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    Move your historical data in just a few clicks

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    Talk to support that actually helps—fast

    Trusted by 10,000+ teams around the world

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    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for SmartSuite and Salesforce integration

    In Salesforce and SmartSuite integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 10

    Salesforce integration

    Delete record

    Triggers

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    Salesforce integration

    Update record

    Triggers

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    SmartSuite integration

    Record created

    Triggers

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    Actions 26

    Salesforce integration

    Create a record

    Actions

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    Salesforce integration

    Delete a record by ID

    Actions

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    SmartSuite integration

    Create record

    Actions

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    SmartSuite integration

    Find record

    Actions

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    What users say about Albato

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    Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

    Verified user
    Verified user
    G2 reviews

    A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

    Rida Z.
    Rida Z.
    G2 reviews

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.
    David K.
    G2 reviews

    A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

    Keith T.
    Keith T.
    G2 reviews

    How to Connect Salesforce to SmartSuite

    Create powerful Salesforce integration with SmartSuite in just a few simple steps.

    STEP 1

    Connect Salesforce to SmartSuite

    Log in to Albato, select Salesforce and SmartSuite, and follow the quick setup steps—no coding required. Integrate Salesforce with SmartSuite with just a few clicks!

    ShopifyFacebookSalesforce integrationSalesforce integrationSlackClickup
    STEP 2

    Build a workflow for your Salesforce and SmartSuite integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    Salesforce integrationArrow

    Trigger

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    SmartSuite integrationCheck

    Actions

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    STEP 3

    Map your data

    Pick the fields you want to transfer between Salesforce and SmartSuite. Customize the data flow to match your process.

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the Salesforce + SmartSuite integration and access all premium features.

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    How does the integration with Salesforce and SmartSuite works in Albato?

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    SmartSuite integration with Salesforce

    Salesforce integrations

    Salesforce

    Categories

    • CRM & ERP systems
    • Popular

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    Learn how to connect SmartSuite to Salesforce

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    Frequently asked questions about Salesforce and SmartSuite Integration

    Why is Albato the best alternative to Zapier for integrating Salesforce and SmartSuite?

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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 SmartSuite. 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 SmartSuite, Albato is the way to go!

    Does Salesforce integrate with SmartSuite on the free plan?

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    Yes, you can integrate Salesforce with SmartSuite using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your SmartSuite and Salesforce integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Salesforce SmartSuite integration at no cost.

    How to connect SmartSuite to Salesforce for scheduled syncs?

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    To sync SmartSuite with Salesforce on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Salesforce integration with SmartSuite seamless and tailored to your specific needs.

    Does Salesforce integrate with SmartSuite in real time?

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    Yes, Salesforce integrates with SmartSuite in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your Salesforce integration with SmartSuite instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Salesforce and SmartSuite integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your SmartSuite integration with Salesforce, ensuring your workflows operate according to your requirements.

    How to connect Salesforce to SmartSuite?

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    Setting up an integration between Salesforce and SmartSuite 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 SmartSuite 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 SmartSuite, 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 SmartSuite, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Salesforce and SmartSuite, automating your workflows and saving you time.

    How to connect Salesforce to SmartSuite to sync historical data?

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    To sync Salesforce with SmartSuite and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your SmartSuite integration with Salesforce, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect SmartSuite to Salesforce for two-way synchronization?

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    To integrate SmartSuite with Salesforce for two-way synchronization, Albato uses a system of triggers and actions. You can link Salesforce to SmartSuite by setting up two separate automations. The first automation sent data from Salesforce to SmartSuite. For instance, when a record is created or updated in Salesforce, the automation ensures the changes are reflected in SmartSuite. The second automation works in reverse, updating Salesforce when changes occur in SmartSuite.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless SmartSuite Salesforce integration and keeps your data consistent across both platforms.

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