Integrate PagerDuty with Salesforce

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

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About PagerDuty

PagerDuty is the central nervous system for a company's digital operations. PagerDuty identifies issues and opportunities in real time and brings together the right people to respond to problems faster and prevent them in the future.

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.

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

Explore quick connects

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Connect PagerDuty + Salesforce in easier way

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

  • Triggers
  • New Incident

    Triggers when new incidents are created.

  • 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
  • Add Acknowledge Event

    Acknowledge the incident with this Incident Key.

  • Add Resolve Event

    Resolve the incident with this Incident Key.

  • Add Trigger Event

    Trigger an incident in PagerDuty with this Incident Key.

  • 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 PagerDuty & Salesforce Integrations Work

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

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from PagerDuty to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of PagerDuty and Salesforce

PagerDuty

PagerDuty is a cloud-based, service desk software company that is based in San Francisco, California. It was founded by Alex Spomon, Michael DeMartine, Andrew Miklas, Chris Roberts, and Jay Chaudhry. PagerDuty provides companies with customer support sputions for incident management, alerting, automation, escalation, and notification. Their software integrates with more than 200 third-party services.

According to TechCrunch, PagerDuty has raised $56.3 million in total funding from investors such as Andreessen Horowitz, Redpoint Ventures, Salesforce Ventures, and others.

Salesforce

Salesforce is a cloud computing company that develops CRM platform. The company is headquartered in San Francisco, California. Salesforce was founded by Marc Benioff, Parker Harris, and Dave Moellenhoff in 1999. According to Forbes, Salesforce has raised $12.5 billion in total funding from investors such as TPG Capital, Microsoft, Morgan Stanley, and others.

Integration of PagerDuty and Salesforce

PagerDuty offers integration with many software services including Slack, HipChat, Jira, Zendesk, GitHub, New Relic, Jenkins, OpenStack Atlas, Heroku, ZenDesk, AWS CloudTrail, AWS CloudWatch logs, Amazon CloudWatch metrics, etc.

The integration between PagerDuty and Salesforce is done using the PagerDuty REST APIs. These APIs are available to all paid customers of PagerDuty on paid plans. For Salesforce free trial users, they can use the integration for up to 10 nodes only. The integration is available for all versions of Salesforce – Salesforce Classic, Lightning Experience and Sales Cloud – including Community Cloud implementations.

Once the user enables the integration between PagerDuty and Salesforce through the PagerDuty web conspe or via API call from their client applications (such as Remedy), whenever a new incident is created in Salesforce it will be added as a new incident in PagerDuty as well. In addition to this, whenever an incident is closed in Salesforce it will also be closed in PagerDuty as well. Likewise when a new case is created in Salesforce it will be added as a new case in PagerDuty as well. In addition to this, whenever a case is closed in Salesforce it will also be closed in PagerDuty as well. Moreover when a case is assigned in Salesforce it will be assigned as well as a new incident in PagerDuty as well. In addition to this when a case is rpled back from Salesforce it will be rpled back as well as a new incident in PagerDuty as well. In addition to this when a case is moved from one queue to another queue in Salesforce it will be moved as well as a new incident in PagerDuty as well. In addition to this when a case is assigned to a team leader in Salesforce it will be assigned as well as a new incident to the team leader and the assigned operator and the rest of the team members via email notifications and updates on PagerDuty home page and mobile app. In addition to this if any incidents occur then notifications will be sent via email and SMS to the users selected by the user via “Notifications” tab in the “Settings” tab of the PagerDuty web conspe or via API call from their client applications (such as Remedy. In addition to this all incidents and cases created or updated or deleted or modified within an hour of creation or modification of the incident or case will be tracked and displayed on the calendar (within Incident and Case tabs respectively. and on Incident/Case details pages (see image below.

In addition to this whenever an incident or case is created or updated or deleted or modified then notifications will be sent via email and SMS to the users selected by the user via “Notifications” tab (see image below. In addition to this all incidents and cases created or updated or deleted or modified within an hour of creation or modification of the incident or case will be tracked and displayed on the calendar (within Incident and Case tabs respectively. and on Incident/Case details pages (see image below.

In addition to this when an incident or case is created or updated or deleted or modified then notifications will be sent via email and SMS to the users selected by the user via “Notifications” tab (see image below. In addition to this all incidents and cases created or updated or deleted or modified within an hour of creation or modification of the incident or case will be tracked and displayed on the calendar (within Incident and Case tabs respectively. and on Incident/Case details pages (see image below.

In addition to this when any incidents occur then notifications will be sent via email and SMS to the users selected by the user via “Notifications” tab (see image below. In addition to this all incidents and cases created or updated or deleted or modified within an hour of creation or modification of the incident or case will be tracked and displayed on the calendar (within Incident and Case tabs respectively. and on Incident/Case details pages (see image below.

In addition to this when any incidents occur then notifications will be sent via email and SMS to the users selected by the user via “Notifications” tab (see image below. In addition to this all incidents and cases created or updated or deleted or modified within an hour of creation or modification of the incident or case will be tracked and displayed on the calendar (within Incident and Case tabs respectively. and on Incident/Case details pages (see image below.

In addition to this when any incidents occur then notifications will be sent via email and SMS to the users selected by the user via “Notifications” tab (see image below. In addition to this all incidents and cases created or updated or deleted or modified within an hour of creation or modification of the incident or case will be tracked and displayed on the calendar (within Incident and Case tabs respectively. and on Incident/Case details pages (see image below.

In addition to this when any incidents occur then notifications will be sent via email and SMS to the users selected by the user via “Notifications” tab (see image below. In addition to this all incidents and cases created or updated or deleted or modified within an hour of creation or modification of the incident or case will be tracked and displayed on the calendar (within Incident and Case tabs respectively. and on Incident/Case details pages (see image below.

In addition to this when any incidents occur then notifications will be sent via email and SMS to the users selected by the user via “Notifications” tab (see image below. In addition to this all incidents and cases created or updated or deleted or modified within an hour of creation or modification of the incident or case will be tracked and displayed on the calendar (within Incident and Case tabs respectively. and on Incident/Case details pages (see image below.

The process to integrate PagerDuty and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm