Salesforce + Smartsheet
Send Smartsheet Notifications for New Salesforce Leads
This use case streamlines project approvals by sending notifications to Smartsheet when new leads are added in Salesforce. Perfect for sales managers and project leaders who need to know about new opportunities immediately.
New Salesforce Lead
Triggers when new leads are added in Salesforce.
Notify on Smartsheet
Sends a notification to Smartsheet about the new lead.
See more Salesforce to Smartsheet integrations or use AI to customize your automation.
or pick a common variation below
How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Send Smartsheet notifications for new Salesforce leads"
Send Smartsheet notifications for new Salesforce leads
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
Get Started with DryMerge
Sign up for a free trial and start automating today.