Connectors

Connectors

How to Use "Filtered Out by Connector—Not Synced"

When you're working with a sheet that is used with a Smartsheet connector, you may see a row that is labeled "Filtered out by Connector—not synced." U...

Smartsheet for Jira Connector

Smartsheet for Jira Connector: Overview

Use Smartsheet for Jira to track and manage Jira issues in Smartsheet....

Smartsheet for Jira Connector: Admin Setup (Cloud and Self-Hosted)

Use the Smartsheet for Jira Connector to create workflows to sync information between Smartsheet and one or more Jira instances....

Smartsheet for Jira: Creating and Editing Synchronization Workflows

You can use Smartsheet for Jira to track and manage Jira issues in Smartsheet....

Keep Related Jira Issues Together with Smartsheet Hierarchy

Keep synched Jira issues organized and sorted to maintain consistency and readability in your sheet....

Link Jira Issues together from Smartsheet with Issue Links

Use Issue Links in Jira to get a broader view of your Jira issues....

Streamline Jira Issue Creation From Smartsheet

Using the Smartsheet for Jira Connector, you can create new issues in Jira without having to leave Smartsheet....

Jira Connector Firewall FAQ (Self-Hosted Server)

This article provides server and firewall requirements that will need to be in place, prior to configuring a self-hosted server on the Smartsheet for ...

Salesforce and Service Cloud Connectors

Salesforce and Service Cloud Connectors

The Salesforce and Service Cloud Connectors are available as a premium offering....

Salesforce and Service Cloud Connectors: Admin Setup

Use the Salesforce Connector to gain valuable insights from your sales data and drive the execution of work across teams....

Connectors: Sync Smartsheet with Salesforce or Service Cloud

Use the Salesforce Connector to have opportunities, contacts, and other Salesforce records automatically update to and from Smartsheet in real time....

Salesforce Connector FAQ

You can use the Smartsheet for Salesforce and Service Cloud Connectors to synchronize data between Salesforce or Service Cloud objects and sheets in S...

Smartsheet for Microsoft Dynamics 365 Connector

Smartsheet for Microsoft Dynamics 365 Connector

Use the Smartsheet for Microsoft Dynamics 365 Connector to automatically synchronize data bi-directionally between Smartsheet and Dynamics 365....

Sync Smartsheet with Microsoft Dynamics 365

Use the Microsoft Dynamics 365 Connector to have Leads, Opportunities, Accounts, Contacts and other Dynamics 365 entities sync between Smartsheet and ...

Smartsheet for Microsoft Dynamics 365 Connector: Admin Setup

Use the Smartsheet for Microsoft Dynamics 365 Connector to create workflows that sync information between Smartsheet and your Microsoft Dynamics 365 i...