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HelpDesk + Salesforce

Add contacts to Salesforce campaigns from new HelpDesk tickets

Add a contact to a campaign in Salesforce automatically. Each time you get a ticket in HelpDesk, we'll add the person who submitted it as a contact in Salesforce.

Add a contact to a campaign in Salesforce automatically. Each time you get a ticket in HelpDesk, we'll add the person who submitted it as a contact in Salesforce.

  1. When this happens...
    HelpDeskHelpDesk
    New Ticket

    Triggers when a new support ticket is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Contact to Campaign

    Adds an existing contact to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HelpDesk triggers, actions, and search

    New Ticket

    Triggers when a new support ticket is created.

    Trigger
    Instant
    Try It
  • HelpDesk triggers, actions, and search

    Ticket Followers Changed

    Triggers when followers change in a ticket.

    Trigger
    Instant
    Try It
  • HelpDesk triggers, actions, and search

    Ticket Priority Changed

    Triggers when ticket changes priority.

    Trigger
    Instant
    Try It
  • HelpDesk triggers, actions, and search

    Ticket Tags Changed

    Triggers when tags are changed in a ticket.

    Trigger
    Instant
    Try It
  • HelpDesk triggers, actions, and search

    Ticket Assignment Changed

    Triggers when ticket changes assignment.

    Trigger
    Instant
    Try It
  • HelpDesk triggers, actions, and search

    New Message in a Ticket

    Triggers when there's a new message in a ticket.

    Trigger
    Instant
    Try It
  • HelpDesk triggers, actions, and search

    Ticket Status Changed

    Triggers when ticket changes status.

    Trigger
    Instant
    Try It
    • Requester emailRequired

    • Requester name

    • Ticket subjectRequired

    • Message textRequired

    • Requester author

    • Ticket priority

    • Assigned team

    • Private message

    • Tags

    • People in the loop

    • Ticket followers (agents)

    • Upload transaction ID

    Action
    Write
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About HelpDesk

HelpDesk is a ticketing software for effortless customer support
Learn more

Related categories

  • Customer Support
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