HelpDesk + Salesforce

HelpDesk + Salesforce integrations

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.

When this happens...
New TicketTriggers when a new support ticket is created.
TriggerInstant
automatically do this!
Add Contact to CampaignAdds an existing contact to an existing campaign.
ActionWrite

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More things you can do with HelpDesk and Salesforce

Discover other triggers and actions you can use with HelpDesk and Salesforce

New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
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Ticket Followers Changed
Triggers when followers change in a ticket.
Trigger
Instant
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Ticket Priority Changed
Triggers when ticket changes priority.
Trigger
Instant
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Ticket Tags Changed
Triggers when tags are changed in a ticket.
Trigger
Instant
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- ID
  Required
- Requester email
- Requester name
- Ticket subject
- Message text
- Ticket priority
- Assigned team
- Private message
- Tags
- People in the loop
- Ticket followers (agents)
- Upload transaction ID
Action
Write

- ID
  Required
- Tags
  Required
Action
Write
- Transaction ID
  Required
- File content
  Required
- File name
Action
Write

- ID
- Requester email
  Required
- Requester name
- Ticket subject
  Required
- Message text
  Required
- Requester author
- Ticket priority
- Assigned team
- Private message
- Tags
- People in the loop
- Ticket followers (agents)
- Upload transaction ID
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Ticket Assignment Changed
Triggers when ticket changes assignment.
Trigger
Instant
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New Message in a Ticket
Triggers when there's a new message in a ticket.
Trigger
Instant
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Ticket Status Changed
Triggers when ticket changes status.
Trigger
Instant
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- Requester email
  Required
- Requester name
- Ticket subject
  Required
- Message text
  Required
- Requester author
- Ticket priority
- Assigned team
- Private message
- Tags
- People in the loop
- Ticket followers (agents)
- Upload transaction ID
Action
Write
- ID
  Required
- Ticket followers (agents)
  Required
Action
Write
- Ticket ID
Action
Write
- ID
- Requester email
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About HelpDesk

HelpDesk is a ticketing software for effortless customer support

Learn moreLearn moreHelpHelp

Related categories

Customer Support

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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