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Set up your first integration
Quickly connect Freshdesk to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Freshdesk with Salesforce - 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 Ticket" from Freshdesk.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Freshdesk and Salesforce, 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 Ticket
Triggers when there is a new ticket is created in Freshdesk.
Try ItTriggerInstant - New Ticket Note
Triggers when a Note is added to a Ticket.
Try ItTriggerInstant - Update Contact
Triggers when a user is updated.
Try ItTriggerInstant - NameRequired
- Description
- Notes
- Domains
ActionWrite
- New Contact
Triggers when a new customer is created.
Try ItTriggerInstant - Update Ticket
Triggers when a Ticket is updated.
Try ItTriggerInstant - Ticket NoRequired
- NotesRequired
- PrivateRequired
ActionWrite- Forum CategoryRequired
- NameRequired
- TypeRequired
- VisibilityRequired
- Description
ActionWrite
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Practical ways you can use Freshdesk and Salesforce
Create Freshdesk ticket updates in Salesforce
When a support ticket is updated in Freshdesk, Zapier automatically updates a corresponding record in Salesforce. This allows the support team to track case progress and communication in Salesforce without manually updating records.
Customer Support OpsTrack Freshdesk contact info in Salesforce
When a new contact is created in Freshdesk, Zapier automatically creates a contact in Salesforce. This ensures accurate and up-to-date customer data for data analysis and decision-making.
Data Science
Sync new Freshdesk tickets into Salesforce
When a new support ticket is created in Freshdesk, Zapier automatically creates a matching case in Salesforce. This ensures the IT and support teams have synchronized data across platforms, improving data accuracy and response times.
ITLearn how to automate Freshdesk on the Zapier blog
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Frequently Asked Questions about Freshdesk + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Freshdesk and Salesforce
How do I set up Freshdesk integration with Salesforce?
To integrate Freshdesk with Salesforce, you need to create a connection within your Freshdesk account using the API settings from Salesforce. This involves generating an API key in Salesforce and entering it in Freshdesk's integration settings. The process includes selecting specific triggers in Freshdesk, such as new ticket creation, and mapping them to corresponding actions in Salesforce like creating a new case.
What are some common triggers for integrating Freshdesk with Salesforce?
Common triggers include ticket creation, updates to existing tickets, or status changes in Freshdesk. These triggers can prompt actions in Salesforce, such as creating or updating contacts and cases, ensuring that the information is consistent across both platforms.
Can I automate data transfer between Freshdesk and Salesforce?
Yes, our integration allows for automated data transfer based on defined triggers from Freshdesk. For instance, when a ticket is resolved in Freshdesk, you can set an action that updates the corresponding case status in Salesforce automatically.
How do I handle errors during integration between these systems?
Errors during integration can often be addressed by checking the logs available on our platform for detailed error messages. Common solutions include verifying API keys and ensuring that field mappings are correctly set up for both triggers and actions.
Is it possible to customize which data fields are synced between the systems?
Yes, during setup you have the option to select which fields from Freshdesk should map to fields within Salesforce. This customization allows you to make sure only relevant information is transferred during each trigger action pair.
What should I do if my integrations cease functioning unexpectedly?
If your integrations stop working, first check if there have been any recent changes to either platform’s API or updates in their system settings. Our support team can also assist by reviewing logs linked to specific trigger-action pairs for issues.
How secure is the data transfer between Freshdesk and Salesforce through our integration?
Data transferred between these platforms via our integration maintains high security standards including encrypted connections. Each trigger-action event follows strict compliance guidelines to protect sensitive information while syncing records across systems.
