Desk + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Desk and Salesforce.


Get started with workflows like: Create Desk cases from new Salesforce tasks. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Desk + Salesforce in Minutes

It's easy to connect Desk + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Case

Triggers when you add a new case.

New Group

Triggers when you add a new group.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

New Customer

Triggers when you add a new customer.

New User

Triggers when you add a new user.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

How Desk + Salesforce Integrations Work

  1. Step 1: Authenticate Desk + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Desk + Salesforce