Connect Salesforce and TOPdesk to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Salesforce with TOPdesk - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Create an Incident" in TOPdesk.
You’re connected!
Zapier seamlessly connects Salesforce and TOPdesk, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Connect Salesforce and TOPdesk to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Salesforce + TOPdesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and TOPdesk
How do I connect Salesforce with TOPdesk?
To establish a connection between Salesforce and TOPdesk, start by setting up an account with us and grant the necessary permissions for both applications. You'll need to log in to each successfully and authorize the integration.
What triggers are available for Salesforce in our integration?
Our integration supports various triggers for Salesforce, such as new records being created, updates to existing records, or particular field changes. You can use these triggers to initiate corresponding actions within TOPdesk.
Can I automate ticket creation in TOPdesk from Salesforce?
Yes, by utilizing specific triggers within Salesforce, such as a new case creation or an updated status, you can automate the action of creating a new ticket in TOPdesk seamlessly.
Are there any limitations on data fields we can map between Salesforce and TOPdesk?
While most data fields can be mapped between the two platforms, certain custom fields might require additional configuration. We recommend checking field compatibility during setup to ensure seamless data flow.
How frequently does data sync occur between Salesforce and TOPdesk?
Data sync frequency depends on how you configure your integration. Automatic syncs can be set at regular intervals or initiated based on specified triggers for real-time updates.
Do you support bi-directional syncing between both platforms?
Yes, our platform supports bi-directional syncing which allows updates in one application to reflect in the other. This ensures that all data remains consistent across both Salesforce and TOPdesk.
What actions can be triggered in TOPdesk from Salesforce events?
In response to Salesforce events like case resolution or lead conversion, you can trigger actions such as updating incident statuses or notifying team members within TOPdesk automatically.
