Salesforce Marketing Cloud + Smartsheet Integration

Integrate Salesforce Marketing Cloud to Smartsheet in one click, or tell Integrately AI how you want each row handled. Sync your project data, update your data extensions, trigger transactional emails, and notify your team automatically.

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1.
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Salesforce Marketing Cloud + Smartsheet Integration

Capture new rows, update data extensions, send transactional emails, create subscribers, and keep sheets current, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Smartsheet row

Automatically sending a Salesforce Marketing Cloud email whenever a new Smartsheet row is created helps to ensure that you never miss an important update. Using this Smartsheet - Salesforce Marketing Cloud integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Salesforce Marketing Cloud email for every new Smartsheet row is an essential way to stay on top of your work.
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Activate
Smartsheet + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Smartsheet row

Are you tired of manually creating Salesforce Marketing Cloud contact for every new Smartsheet row? Well, there's a better way! With our new automation, you can automatically create Salesforce Marketing Cloud contact for new Smartsheet rows.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Salesforce Marketing Cloud {{action.Contact} creation!
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Activate
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce Marketing Cloud + Smartsheet flow

Sync project data to CRMs, notify teams in messaging apps, and log updates across your reporting stack. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Smartsheet
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SalesforceSalesforce (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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TypeformTypeform (8)
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ZoomZoom (8)
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CalendlyCalendly (8)
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S
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Add every new row in Smartsheet to your Salesforce account and insert a data extension record in Salesforce Marketing Cloud
New Smartsheet rows instantly create Salesforce records and update Salesforce Marketing Cloud data extensions without manual entry.
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S
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When a new row is added in Smartsheet, create a Salesforce task and insert a data extension record in Salesforce Marketing Cloud
Trigger follow-up tasks in Salesforce and update data extensions in Salesforce Marketing Cloud immediately when Smartsheet rows are added.
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S
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When a Salesforce lead moves to a qualified stage, update the matching row in Smartsheet and insert a data extension record in Salesforce Marketing Cloud
Lead stage updates in Salesforce automatically refresh Smartsheet rows and update your Salesforce Marketing Cloud data extensions.
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S
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Create a Salesforce record for every Smartsheet row marked for follow-up, and update the data extension record in Salesforce Marketing Cloud
Flagged Smartsheet rows automatically create Salesforce records and update Salesforce Marketing Cloud data extensions.
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S
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If a new row added in Smartsheet is high value, create a priority Salesforce account and insert a data extension record in Salesforce Marketing Cloud
High-value Smartsheet rows instantly generate priority Salesforce accounts and update Salesforce Marketing Cloud data extensions.
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S
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When a Salesforce deal is closed won, update the Smartsheet row status and insert a data extension record in Salesforce Marketing Cloud
Closed-won deals in Salesforce update project statuses in Smartsheet and refresh Salesforce Marketing Cloud data extensions.
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S
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Use ChatGPT to summarise every new row in Smartsheet, create a Salesforce note, and insert a data extension record in Salesforce Marketing Cloud
ChatGPT generates summaries of new Smartsheet rows, saves them as Salesforce notes, and updates Salesforce Marketing Cloud data extensions.
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A
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Turn every new row in Smartsheet into a Salesforce contact, create a follow-up task in Asana, and insert a data extension record in Salesforce Marketing Cloud
New Smartsheet rows populate Salesforce contacts, trigger Asana tasks, and update Salesforce Marketing Cloud data extensions.

Supported triggers and actions for Salesforce Marketing Cloud and Smartsheet

Mix and match to build the exact automation you need

Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
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Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
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Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
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Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
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Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
Try it →

What can you automate with Salesforce Marketing Cloud + Smartsheet?

Streamline your marketing operations by connecting project tracking sheets directly to your customer engagement platform.

What you can automate?
🔄
Sync project rows to data extensions automatically
Every time a new row is added in Smartsheet, instantly insert a data extension record in Salesforce Marketing Cloud. Eliminate manual copy-pasting and maintain real-time data accuracy across platforms.
📋
Capture every submitted field in detail
Map all available Smartsheet columns into separate Salesforce Marketing Cloud data extension fields instead of basic identifiers. Your marketing platform becomes a richer source for segmentation and campaign targeting.
🔔
Alert your team the moment rows update
Send instant notifications to designated channels whenever project rows are modified or added. Keep your marketing and operations teams fully informed without checking spreadsheets manually.
🔀
Route data intelligently based on row criteria
Apply conditional rules so high-priority Smartsheet rows trigger priority Salesforce Marketing Cloud updates or specialised alerts. Ensure urgent items receive immediate attention.
✏️
Keep marketing lists updated as sheets change
When Smartsheet row details are edited, automatically update the matching Salesforce Marketing Cloud data extension records. Prevent outdated customer information from reaching your campaigns.
🔍
Upsert records to avoid duplicate entries
Instead of blindly creating redundant records, use upsert operations to match existing data extension entries in Salesforce Marketing Cloud. Maintain a clean, deduplicated subscriber database.
📅
Handle later status changes and completions
Trigger automated workflows when Smartsheet tasks are marked complete, approved, or archived. Ensure your marketing lists reflect the true lifecycle stage of every project.
🔌
Extend flows with popular supporting apps
Connect your Smartsheet and Salesforce Marketing Cloud workflow with Slack, Google Sheets, or CRM tools. Build multi-step pipelines that span your entire business stack.
And much more...

Who is Salesforce Marketing Cloud + Smartsheet integration for?

Operations managers, marketing analysts, and project leads who need seamless data synchronisation between campaign platforms and planning sheets streamline their daily workflows.

Marketing analysts
Marketing analysts
Operations managers
Operations managers
Client success leads
Client success leads
Campaign operations teams
Campaign operations teams
Sales development reps
Sales development reps
Compliance officers
Compliance officers
📈
Marketing analysts
You're reviewing campaign metrics in Smartsheet but your data extensions only update when someone manually exports records, so the row counts you're optimising against are always a few hours behind — with this integration, every new row lands in your data extension instantly and your reporting stays current.
⚡
Operations managers
You oversee complex project deliverables across multiple teams, but delays in updating your Salesforce Marketing Cloud lists leave stakeholders out of the loop — automating both apps means every row addition triggers instant data updates and keeps your entire organisation aligned.
🤝
Client success leads
You report weekly progress to external partners using Smartsheet trackers, but stale subscriber data causes miscommunication during reviews — connecting these apps means your data extensions update automatically every time a project row changes and client presentations reflect real-time accuracy.
📊
Campaign operations teams
You handle high volumes of daily campaign data entries, and manual copy-pasting between Smartsheet and Salesforce Marketing Cloud inevitably leads to missing records — with this integration, high-volume data transfers run effortlessly without manual bottlenecks.
🎯
Sales development reps
You depend on marketing teams to hand over qualified leads logged in Smartsheet before you initiate outreach, but hand-off delays cost valuable response time — automating both apps means every new row triggers immediate lead routing and faster follow-ups.
🗂️
Compliance officers
You audit campaign records and subscriber lists regularly, but fragmented data storage leaves recurring gaps in your historical logs — connecting these apps means every modification in Smartsheet is recorded accurately in Salesforce Marketing Cloud with complete traceability.
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Why choose Integrately to automate Salesforce Marketing Cloud + Smartsheet

Build and manage your Salesforce Marketing Cloud + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce Marketing Cloud + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce Marketing Cloud to Smartsheet?
Frequently Asked Questions
You can connect Salesforce Marketing Cloud to Smartsheet in 1 click using ready templates or ask Integrately AI to build the automation and map the fields. You can also connect apps like Salesforce, Slack, Google Sheets, Typeform, Zoom, and Calendly.
Can I automatically sync new Smartsheet rows to Salesforce Marketing Cloud data extensions?
Frequently Asked Questions
Can I connect Salesforce Marketing Cloud, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce Marketing Cloud and Smartsheet?
Frequently Asked Questions
How does Salesforce Marketing Cloud handle data extension record insertions from Smartsheet?
Frequently Asked Questions
Can Smartsheet row updates trigger data extension updates in Salesforce Marketing Cloud?
Frequently Asked Questions
Can I automate this integration without any coding skills?
Frequently Asked Questions
Is the Salesforce Marketing Cloud and Smartsheet integration free?
Frequently Asked Questions
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