Salesloft
Smartsheet

Salesloft and Smartsheet Integration

Seamlessly connect Salesloft with Smartsheet to streamline your sales workflows and project management.

Explore Triggers and Actions

Cadence Updated (Instant)
Trigger new event when a cadence is updated in Salesloft.
New Person (Instant)
Trigger new event when a person is created in Salesloft.
New Email Activity (Instant)
Trigger new event when an email is updated in Salesloft.
New Sheet From Template
Creates a new sheet from a template.
Add Row to Sheet
Adds a row to a sheet.
Update Row
Updates a row in a sheet.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Salesloft and Smartsheet?

The Salesloft and Smartsheet integration empowers sales teams to automate data synchronization between their outreach platform and project management sheets. Track sales activities, update project statuses, and collaborate across teams without switching apps. This integration ensures your sales cadence data and project timelines stay aligned, boosting productivity and visibility.

Connect
Salesloft
and
Smartsheet
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What benefits does the Salesloft and Smartsheet integration provide?

It automates the flow of sales activity data into Smartsheet, enabling real-time project tracking and enhanced collaboration between sales and operations teams.

How do I set up the integration between Salesloft and Smartsheet?

Simply connect your Salesloft and Smartsheet accounts through the integration dashboard, configure the data sync preferences, and map fields to match your workflow requirements.

Can I customize which Salesloft data syncs to Smartsheet?

Yes, you can select specific sales activities, contacts, and cadence information to sync, ensuring your Smartsheet projects only display relevant data.

Does the integration support real-time updates?

Yes, the integration supports near real-time syncing, so your Smartsheet sheets reflect the latest sales engagement and project status promptly.

Is technical support available for the Salesloft and Smartsheet integration?

Absolutely! Our support team is available to assist with setup, troubleshooting, and optimizing the integration for your team's needs.

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