Groove + Salesforce

Create new Salesforce cases from new Groove tickets

Salesforce is often the system of record for anything customer related. This Salesforce Groove integration allows you to send any new tickets from Groove into Salesforce as a new automatically so that you can make sure all your customer info is in Salesforce.

When this happens...
Ticket Started
Triggers when a new ticket is created.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

Agent Invited
Triggers when an agent is created.
Trigger
Instant
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- Linkedin Username
- Twitter Username
- Company Name
- Email
- Website
Trigger
Instant
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Note Added
Triggers when a note is added to a ticket.
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Closed By
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- State
- Assignee
- Assigned Group
- Customer Name
- Priority
- Closed By
- Mailbox
Trigger
Instant
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- Ticket NumberRequired
- MessageRequired
Action
Write
- Ticket NumberRequired
Action
Write
- Ticket NumberRequired
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Agent Replied
Triggers when an agent replies to a ticket.
Trigger
Instant
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Customer Replied
Triggers when a customer replies to a ticket.
Trigger
Instant
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- Assignee
- Assigned Group
- Priority
- Mailbox
Trigger
Instant
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Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Assignee
- Assigned Group
- Customer Name
- Tag
- Mailbox
Trigger
Instant
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- Ticket NumberRequired
- AgentRequired
Action
Write
- BodyRequired
- FromRequired
- ToRequired
- Assignee
- Assigned Group
- Add as Note?
- Send Copy to Customer?
- State
- Tags
- Full Name
- About
- Twitter Handle
- Company Name
- Title
- Phone Number
- Location
- Website URL
- LinkedIn Username
- Subject
Action
Write
- Ticket NumberRequired
- StateRequired
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Groove

The simple helpdesk for SaaS and eCommerce businesses.

Learn more

Related categories

Customer Support

Similar apps

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Groove + Salesforce

Create new Salesforce cases from new Groove tickets

Supported triggers and actions

Agent Invited

Customer Added

Note Added

Ticket Closed

Ticket Moved

Ticket Priority Changed

Ticket State Changed

Add Note

Close Ticket

Reopen Ticket

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Get Record Attachments

Find or Create Record by Query

Agent Replied

Customer Replied

Ticket Assigned

Ticket Deleted

Ticket Opened

Ticket Started

Ticket Tagged

Change Assigned Agent

Create New Ticket

Change Ticket State

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record

About Groove

Related categories

Similar apps

Help Scout

Tender Support

SupportBee

About Salesforce

Related categories

Similar apps

Zapier Interfaces