Integrate ChargeDesk with Salesforce

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between ChargeDesk and Salesforce

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ChargeDesk Integrations

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

ChargeDesk + Salesforce Quick Connects

Want to explore ChargeDesk + Salesforce quick connects for faster integration? Here’s our list of the best ChargeDesk + Salesforce quick connects.

Explore quick connects

Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

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Connect ChargeDesk + Salesforce in easier way

It's easy to connect ChargeDesk + Salesforce without coding knowledge. Start creating your own business flow.

Triggers
Charge Created

Triggers when a charge is created or imported.
Charge Failed

Triggers when a charge fails.
Charge Updated

Triggers when a charge is updated.
Customer Created

Triggers when a new customer is created.
Customer Updated

Triggers when a customer is updated.
New Account

Triggers the moment a new account is created.
New Attachment

Triggers when a new attachment is created.
New Case

Triggers whenever a new case is created in your account.
New Contact

Triggers upon the creation of a new contact.
New Event

Triggers upon the creation of a new event.
New Lead

Triggers the moment there is a new lead in your account.
New Opportunity

Triggers upon the creation of a new opportunity.
New Product

Triggers upon the creation of a new product.
New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
New Task

Triggers whenever a new task is created in your account.
Opportunity Stage Change

Triggers whenever the stage of an opportunity is changed.
Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Actions
Create Attachment

Create a new attachment (max 25 mb)
Create Contact

Create a new contact.
Create Custom Object

Create a new custom object as per your choice.
Create Event

Create a new event.
Create Lead

Create a new lead.
Create Opportunity

Create a new opportunity.
Create Record

Creates a record.
Update Contact

Update an existing contact.
Update Custom Object

Modify an existing custom object (of the type you choose).
Update Record

Updates a existing record.

How ChargeDesk & Salesforce Integrations Work

Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Salesforce as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from ChargeDesk to Salesforce.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.