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15 Years of Proven Expertise in Salesforce Consulting for 350+ Delighted Clients.

dgt27 is trusted by 350+ clients across
12 industries worldwide.

15 Years of Proven
Expertise in Salesforce
Consulting with 50+
Certified Developers.

Salesforce Proven Expertise Logo

50%

Sales velocity up 50% with Salesforce integration that automates lead routing and data sync.

Tech

35%

Client revenue per rep up 20% through targeted workflows and connected Salesforce data.

Financial Services

30%

Annual gifts up 30% when donors, campaigns, and NPSP sync seamlessly within Salesforce.

Nonprofit

25%

Ops costs down 25% with custom Salesforce integrations designed by our certified consultants.

Cross-Industry

18%

Gross margin lift and stockouts down 18% through ERP and inventory data sync.

Manufacturing & Industrial

30%

Data accuracy up 30% and claim denials down 12% using secure, PHI-compliant Salesforce integration.

Healthcare & Life Sciences

22%

Enrollment conversion up 22% after connecting CRM and LMS events for smarter tracking.

Education & EdTech

38%

Online sales up 38% by syncing customer segments and order data directly into Salesforce.

Retail & E-commerce

Proven Industry Leadership

Why Choose dgt27 for Your Smartsheet Salesforce Integration?

Proven Integration Experts

At dgt27, we bring deep experience in connecting cloud platforms like Smartsheet with Salesforce. Whether you're managing project timelines, customer onboarding, or sales deliverables—our Smartsheet Salesforce integration ensures data flows securely and in real-time.

Real-Time Project Sync

Sync Salesforce records with Smartsheet rows, automating the way your teams manage projects, leads, and tasks. Updates in Salesforce automatically reflect in Smartsheet, keeping project and sales teams aligned.

Customized Data Mapping

We tailor your integration to reflect your workflow—from opportunity stages to task ownership and account-level reporting—ensuring the integration adapts to your business, not the other way around.

Scalable & Secure Implementation

Our integration services are built to scale, whether you're a startup or enterprise. dgt27 follows industry best practices for user permissions, API management, and error handling—ensuring data security and integrity.

WHAT WE DO

Our Smartsheet Salesforce Integration Services

Api Integration

Two-Way Data Syncing

Automatically sync Salesforce leads, opportunities, or custom objects with Smartsheet rows, columns, and reports.

Planning & Requirement Analysis

Trigger-Based Workflows

Set triggers in Salesforce to auto-create Smartsheet tasks when deals are created, stages are updated, or support cases are opened.

Continuous Support and Training

Project Visibility for Sales

Enable sales teams to see project delivery status directly within Salesforce—no toggling between systems.

Api Integration

Reporting & Dashboards

Combine Smartsheet’s reporting tools with Salesforce insights for unified dashboards and real-time visibility.

Why Choose dgt27 for Your Salesforce Integration

Why dgt27?

Why dgt27 Stands Out?

Achieve better visibility and project alignment with Smartsheet Salesforce integration—expertly executed by dgt27, your trusted Salesforce consulting partner. We enable teams to bridge operational execution and CRM data effortlessly, helping organizations improve workflows and decision-making across departments.

  • Expertise You Can Trust

    Tailored CRM Workflows

    Customized integrations that align with how your teams actually work

  • Comprehensive End-to-End Delivery

    Unified Data Environment

    Connect project updates with CRM data in real time

  • Flexible & Scalable Solutions

    Enterprise-Grade Security

    Secure APIs and access control protocols

Frequently Asked Questions

Frequently Asked Questions

It connects Smartsheet’s collaborative work management with Salesforce CRM—allowing automatic syncing of records, tasks, and project updates across both platforms.

Yes. We customize the integration to only sync what’s needed—whether it’s accounts, opportunities, or support tickets.

Yes. We offer near real-time syncing via API with conditions, triggers, and filters customized to your workflow.

Absolutely. We support both standard and custom object integration using native tools or middleware like Zapier, Workato, or MuleSoft.

Minimal IT support is needed. We handle the entire configuration and provide documentation for IT oversight if required.
CONTACT DETAILS
Send us your message

Tell us about your current CRM setup, marketing tools, and what you’d like to achieve. Our Salesforce integration consultant will review your details and reply within one business day with a clear action plan and estimated timeline.

Our Mailbox:

info@dgt27.com

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