Loading

OneDesk + Salesforce

Create Salesforce cases from new OneDesk items

Do you want to keep your salespeople connected to what is going on in the rest of the organization? This integration makes it a lot easier. With this zap enabled, whenever a new item is created in your OneDesk account it automatically creates a new case in your Salesforce account. Salespeople are kept in the loop without having to log out of their familiar SFDC environment.

Do you want to keep your salespeople connected to what is going on in the rest of the organization? This integration makes it a lot easier. With this zap enabled, whenever a new item is created in your OneDesk account it automatically creates a new case in your Salesforce account. Salespeople are kept in the loop without having to log out of their familiar SFDC environment.

  1. When this happens...
    OneDeskOneDesk
    New Item

    Triggers when new item is added.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

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

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Updates OnRequired

    • Ignore My Own Changes

    Trigger
    Scheduled
    Try It
    • Comment Posted OnRequired

    Trigger
    Scheduled
    Try It
  • OneDesk triggers, actions, and search

    New User/Customer

    Triggers when a new user/customer is added.

    Trigger
    Scheduled
    Try It
    • Ignore My Own Changes

    • Updates OnRequired

    Trigger
    Scheduled
    Try It
    • ItemRequired

    • Post TypeRequired

    • CommentRequired

    Action
    Write
onedesk logo
onedesk logo

About OneDesk

OneDesk combines helpdesk, product management, and project management software into one platform. OneDesk offers a web-app, mobile app, and website portal to connect your customers, employees, and partners.

Related categories

  • Project Management
salesforce logo
salesforce logo

About Salesforce

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

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier