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CRM ⇄ Business productivity

Salesloft to Smartsheet integration — real-time, two-way sync

Keep Salesloft and Smartsheet in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Salesloft and Smartsheet

Sync what happens in Smartsheet with the customer records in Salesloft, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Smartsheet holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Users and Groups, Sheets, Rows, Columns in Smartsheet to Accounts, Cadences, Cadence Memberships, Emails in Salesloft with bi-directional, real-time sync. Activity and record changes in Smartsheet update the matching contact or account in Salesloft, and CRM data flows the other way wherever Smartsheet can store and use it.

Common use cases

  • 01 Pull Reports and Sheets into a warehouse for cross-project reporting and dashboards without manual CSV exports.
  • 02 Mirror Users and Groups from an HR system or directory so sheet sharing and workspace access stay aligned with headcount changes.
  • 03 Keep person and account custom fields populated from an enrichment pipeline for personalization tokens.
  • 04 Reconcile ownership by syncing user assignments between the CRM and Salesloft.

Common sync patterns

Where Smartsheet can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesloft sync into Smartsheet, so people working there have the context without switching tools.

Where Smartsheet supplies contact or company data

Enriched fields land directly on records in Salesloft, and refreshes keep them from going stale.

What you can sync between Salesloft and Smartsheet

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Salesloft objects Smartsheet objects How this pairing syncs
Meetings Booked meeting records tied to people and users. Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. Meetings is specific to Salesloft and Reports to Smartsheet — each maps to any object or custom field on the other side.
Users Seller records used for ownership mapping and activity attribution. Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. Users is specific to Salesloft and Attachments to Smartsheet — each maps to any object or custom field on the other side.
Custom Fields Per-person and per-account fields commonly populated by enrichment syncs for personalization. Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. Custom Fields is specific to Salesloft and Discussions and Comments to Smartsheet — each maps to any object or custom field on the other side.
People Prospect records with contact data and CRM ID mappings, the primary sync target. Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. People is specific to Salesloft and Users and Groups to Smartsheet — each maps to any object or custom field on the other side.
Accounts Company records mirrored from the CRM for account-based workflows. Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. Accounts is specific to Salesloft and Sheets to Smartsheet — each maps to any object or custom field on the other side.
Cadences Multi-step outreach sequences that people are enrolled in and reported on. Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. Cadences is specific to Salesloft and Rows to Smartsheet — each maps to any object or custom field on the other side.

How changes propagate between Salesloft and Smartsheet

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Salesloft Smartsheet Sub-second propagation

DetectionSalesloft notifies Stacksync of record changes through webhook events. Webhook event subscriptions plus polling on updated_at timestamps.

DeliveryEach detected change is written to Smartsheet through its API, with automatic retries and rate-limit backoff.

Smartsheet Salesloft Sub-second propagation

DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.

DeliveryEach detected change is written to Salesloft through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Salesloft: Subject to the platform's per-minute API rate limits.
  • Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Salesloft ⇄ Smartsheet

Connect Salesloft and Smartsheet for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Salesloft–Smartsheet connection.

Real-time

Two-way sync

Changes in Salesloft or Smartsheet instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesloft or Smartsheet data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Salesloft or Smartsheet record.

Observability

Monitoring

Track your Salesloft ⇄ Smartsheet sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Salesloft and Smartsheet.

How the Salesloft and Smartsheet connectors work

Salesloft

Integration surface
REST API (v2)
Authentication
OAuth 2.0
Change detection
Webhook event subscriptions plus polling on updated_at timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-minute API rate limits

Smartsheet

Integration surface
REST API (v2.0)
Authentication
OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
Change detection
Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
Capabilities
read · write · webhooks
Rate limits
300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works

How to connect Salesloft to Smartsheet — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Salesloft and Smartsheet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Salesloft connected
    Smartsheet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Salesloft and Smartsheet objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Salesloft ⇄ Smartsheet
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Salesloft Smartsheet
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Salesloft and Smartsheet integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 509 integrations available for Salesloft and Smartsheet.

Popular · 7 of 509
All Salesloft integrations All Smartsheet integrations Browse all integrations
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