Salesforce + Smartsheet
Create Smartsheet Tasks for Closed Salesforce Opportunities
This use case helps you stay on top of your project deadlines by creating new tasks in Smartsheet whenever a Salesforce opportunity is closed. This is ideal for project managers who need to kick off projects as soon as a sale is made.
Opportunity Closed
Triggers when an opportunity is marked as closed in Salesforce.
Create Smartsheet Task
Creates a new task in Smartsheet to start the project.
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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 Smartsheet tasks for closed Salesforce opportunities"
Create Smartsheet tasks for closed Salesforce opportunities
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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