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Integration

How Salesforce and Smartsheet exchange data

SalesforceSalesforceSmartsheetSmartsheet

Data flows aren’t documented yet

We’re cataloguing what each integration syncs. Vendor confirmation arrives with the vendor portal.

Native

Smartsheet ↔ Salesforce

⇄Syncs both ways

Bidirectional sync of Salesforce objects (Leads, Opportunities, Accounts, Contacts) to Smartsheet rows, enabling AEC firms to auto-provision project workspaces in Control Center when a deal closes.