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Integration

How Smartsheet and Salesforce exchange data

1 data object syncs

Unverified. Vendor confirmation arrives with the vendor portal.

0 of 1 vendor-confirmed

Native

Smartsheet ↔ Salesforce

Bidirectional sync of Salesforce objects (Leads, Opportunities, Accounts, Contacts) to Smartsheet rows, enabling AEC firms to auto-provision project workspaces in Control Center when a deal closes.

Syncs both ways

  • Directory & Contacts Unverified · AECi