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  • Salesforce logoSalesforce logo

Freshdesk + Salesforce Integrations

How to connect Freshdesk + Salesforce

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  • Freshdesk triggers, actions, and search
    New Ticket
    Triggers when there is a new ticket is created in Freshdesk.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    New Contact
    Triggers when a new customer is created.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    New Ticket Note
    Triggers when a Note is added to a Ticket.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    Update Ticket
    Triggers when a Ticket is updated.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    Update Contact
    Triggers when a user is updated.
    Trigger
    Instant
  • Freshdesk triggers, actions, and search
    Add Notes to a Ticket
    Add Private or Public notes to a Freshdesk Support Ticket.
    Action
    Write
  • Freshdesk triggers, actions, and search
    Create Company
    Allows you to create a Company entry in Freshdesk.
    Action
    Write
  • Freshdesk triggers, actions, and search
    Create Forum
    Creates a Forum under a Category.
    Action
    Write
  • Freshdesk

    Creates a Forum Category.

    Scheduled

    Action

  • Freshdesk

    Create a new Forum Topic on Freshdesk Forums.

    Scheduled

    Action

  • Freshdesk

    Create a ticket in Freshdesk for your domain.

    Scheduled

    Action

  • Freshdesk

    Allows you to create a User/Customer in Freshdesk for your support domain.

    Scheduled

    Action

  • Freshdesk

    Finds an existing customer or a potential customer that has raised a ticket.

    Scheduled

    Action

  • Freshdesk

    Find a ticket by ID.

    Scheduled

    Action

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

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

    Scheduled

    Trigger

  • Salesforce

    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.).

    Scheduled

    Trigger

  • Salesforce

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

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Freshdesk + Salesforce Integrations Work

  1. Step 1: Authenticate Freshdesk and 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.

Freshdesk Tutorials

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About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

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About Salesforce

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

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