Salesforce + Smartsheet
Create Project Plans in Smartsheet for New Salesforce Campaigns
Streamline your project planning by creating detailed project plans in Smartsheet every time a new campaign is launched in Salesforce. This is essential for marketing teams who need to kick off projects immediately after campaign launches.
New Campaign Launched
Triggers when a new campaign is launched in Salesforce.
Create Project Plan
Creates a detailed project plan in Smartsheet.
See more Salesforce to Smartsheet integrations or use AI to customize your automation.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create project plans in Smartsheet for new Salesforce campaigns"
Create project plans in Smartsheet for new Salesforce campaigns
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Sure! Connecting
+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Salesforce + Smartsheet.
Create Contact
Creates a new contact in Salesforce
Delete Contact
Deletes a contact in Salesforce
Update Contact
Updates an existing contact in Salesforce
Read Contact
Reads details of a contact in Salesforce
Create Account
Creates a new account in Salesforce
Delete Account
Deletes an account in Salesforce
Update Account
Updates an account in Salesforce
Read Account
Reads an account in Salesforce
Create Case
Creates a new case in Salesforce
Delete Case
Deletes a case in Salesforce
Update Case
Updates an existing case in Salesforce
Read Case
Reads details of a case in Salesforce
App details
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Smartsheet
Smartsheet is a work execution platform for managing and automating collaborative work. Create and update sheets, automate workflows, and collaborate on projects at scale.
Related apps
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