Salesforce and Smartsheet integration

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Hi All,


I would like to hear some thoughts and insights about the Salesforce and Smartsheet integration from a customer that uses it.


Thanks in advance.


Elisha

Answers

  • David Tutwiler
    David Tutwiler Overachievers Alumni
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    We've been using it for a few years now. Never had a problem. The interface to set it up is pretty straightforward and once you set up your workflow(s) then it's pretty hands-off and just does its thing in the background.

    Full disclosure, we've had our first issue with it not pulling over 2 jobs within the past week, but support is on it and should have an answer shortly. But in 3 years to only have these two jobs have a problem is pretty nice.

  • Hi David,

    Thanks for your feedback on the salesforce-Smartsheet connector.

    Actually one thing i wanted you to find out is about pricing , currently we pay a very high amount just for the connector(which sums up to about 40% of our total license costs) and i was wondering your thoughts about it and whether you ever examined other options such as Zapier etc. to do it with.

     

    Thanks in advance. 

  • Hi David,


    Any thoughts about this? tnx.