HelpDesk + Salesforce

HelpDesk + Salesforce integrations

Create new Salesforce leads from new HelpDesk tickets

When a new support ticket is received in your HelpDesk system, it's crucial to track and manage potential leads promptly. With this workflow, you can ensure that each new HelpDesk ticket automatically creates a new lead in your Salesforce system. This enables you to maintain an updated roster of potential clients without the need for manual data input.

When this happens...
New TicketTriggers when a new support ticket is created.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Salesforce.
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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