Salesforce + Smartsheet

Update Smartsheet for New Salesforce Records

Harmonize your project timeline by updating Smartsheet whenever a Salesforce record is created, allowing for instant integration of new data into your project management system. Ideal for project coordinators who need real-time updates.

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New Salesforce Record

Triggers when a new record is added in Salesforce.

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Update Smartsheet

Updates Smartsheet with the new Salesforce record details.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Smartsheet for new Salesforce records"

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Update Smartsheet for new Salesforce records

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.

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Sure! Connecting

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Smartsheet.

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Create Contact

Creates a new contact in Salesforce

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Delete Contact

Deletes a contact in Salesforce

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Update Contact

Updates an existing contact in Salesforce

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Read Contact

Reads details of a contact in Salesforce

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Create Account

Creates a new account in Salesforce

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Delete Account

Deletes an account in Salesforce

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Update Account

Updates an account in Salesforce

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Read Account

Reads an account in Salesforce

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Create Case

Creates a new case in Salesforce

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Delete Case

Deletes a case in Salesforce

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Update Case

Updates an existing case in Salesforce

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Read Case

Reads details of a case in Salesforce

App details

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Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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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.