Скачать или смотреть Salesforce and Smartsheet Integration | How to download new leads from Salesforce CRM to Smartsheet

How to download new leads from Salesforce CRM to Smartsheet? Integrate Salesforce CRM and Smartsheet whith ApiX-Drive: https://apix-drive.com

ApiX-Drive is a no-code service for automating business processes without developers. Connect 350+ Apps in 5 minutes. Quick & Easy.

In this video tutorial, we will learn:
✓ How to connect Salesforce CRM and Smartsheet
✓ How to Add Row from Salesforce CRM to Smartsheet
✓ How to independently use no-code services to automate business processes without developers

【Video Navigation】
0:00 - Introduction
0:34 - Setting up Salesforce CRM as a Data Source
2:12- Setting up Smartsheet as a Data Receiver
5:08 - Setting up auto-update

➤ Steps to connect Salesforce CRM and Smartsheet
1. Link your Salesforce CRM and Smartsheet account with ApiX-Drive
2. Select Salesforce CRM as your data source App and 'download new leads' as your action
3. Select Smartsheet as your data receiver App and 'Add Row' as your action
4. Map Salesforce CRM fields to relevant fields in Smartsheet
5. Turn your integration on auto update.

➤ Read about other ApiX-Drive integrations here - https://apix-drive.com/en/blog
➤ More video in the playlist -    • How to  
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#SalesforceCRM #SalesforceIntegration #SalesforceCRMIntegration #CRM #Integration #SmartsheetApi #SmartsheetIntegration