How can I filter for specific types of cases?

You can set filters based on case types, priorities, or other criteria. Define your specific needs and DryMerge will handle the filtering.

Can I categorize cases by type in Smartsheet?

Yes, you can categorize cases based on their type in Salesforce. Specify your categorization rules, and DryMerge will implement them for you.

Which people use this automation? What do they use it for?

Customer support teams use this automation to keep a detailed record of new cases, ensuring that each case is managed properly.

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Salesforce + Smartsheet

Track New Salesforce Cases with Smartsheet Entries

Track customer interactions by creating detailed Smartsheet entries for new cases in Salesforce. This is ideal for customer support teams who need a structured way to manage new cases.

New Salesforce Case

Triggers when a new case is created in Salesforce.

Create Smartsheet Entry

Adds a detailed entry to Smartsheet for the new case.

See more Salesforce to Smartsheet integrations or use AI to customize your automation.

or pick a common variation below

Track Salesforce Task Deadlines with Smartsheet Alerts

Salesforce + Smartsheet

Monitor Salesforce Customer Feedback with Smartsheet Entries

Salesforce + Smartsheet

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track new Salesforce cases with Smartsheet entries"

Track new Salesforce cases with Smartsheet entries

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

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Google Sheets

Spreadsheet Management

Get Started with DryMerge

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