Use the Smartsheet Salesforce Connector to gain valuable insights from your sales data and drive the execution of work across teams. This tool empowers you to automate and streamline various business processes, such as professional service sales handoffs, pipeline review and forecasting, commission calculations and approvals, and territory management.
With the Salesforce Connector, you can:
- Sync data bi-directionally or one way between Salesforce and Smartsheet
- Create new Salesforce records in either Smartsheet or Salesforce
- Edit Salesforce information without needing to go into Salesforce
- Track metrics, create automations, and chart within Smartsheet