Integrate Salesforce with Freshdesk

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

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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.

About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

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

Explore quick connects

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Connect Salesforce + Freshdesk in easier way

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

  • Triggers
  • 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.

  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket 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.

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Salesforce & Freshdesk Integrations Work

  1. Step 1: Choose Salesforce 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 Freshdesk 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 Salesforce to Freshdesk.

    (2 minutes)

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

Integration of Salesforce and Freshdesk

Salesforce?

Salesforce is a cloud-based application that helps companies manage their sales, service and marketing data. It grants users access to real-time business information from one single system. This system allows users to manage their business more efficiently through the creation of sites, dashboards, and reports.

Freshdesk?

Freshdesk is a software development company that provides customer support services for businesses. It enables them to build and grow their businesses by providing sputions that include Customer support software, Help desk software, and mobile app management.

Integration of Salesforce and Freshdesk

Integrating Salesforce and Freshdesk enables businesses to streamline their workflow processes. Customers can be managed at the same time as leads are nurtured. By integrating these two systems, businesses can provide the best possible experience to customers while also increasing their efficiency. The integration of these two systems helps users access sales and customer data in real-time and share it with other applications. This allows them to take action on the data and make decisions based on the insights gained from the data gathered. Integration of Salesforce and Freshdesk allows businesses to provide the best customer experience by using all available resources. It also helps businesses improve cplaboration between different departments such as sales, marketing, help desks, and customer support teams. This is done by integrating Salesforce with Freshdesk and creating custom objects, views, and dashboards in Salesforce.

Benefits of Integration of Salesforce and Freshdesk

Benefits provided by integration of Salesforce with Freshdesk include, but are not limited to:

  • Improved Cplaboration between Different Departments of a Business

The integration of Salesforce with Freshdesk allows businesses to cplaborate effectively within different departments. This is done by allowing users to share information between different departments without having to leave the application that they are working on. For example, an employee working in a help desk can access customer information without leaving the help desk application. Another employee working in sales can view different aspects of each customer without leaving his or her Salesforce application. This helps businesses save time as employees are not required to switch between multiple applications. The integration of Salesforce with Freshdesk also enables businesses to minimize errors due to duplication of work when dealing with multiple departments. This is because there are no duplicate entries created when sharing data among different departments. Information can be shared seamlessly across different departments without any errors being made. Sharing of data between different departments also reduces costs since each department does not have to conduct duplicate research and analysis. Information shared between different departments ensures that all departments have access to accurate data. Moreover, integration of Salesforce with Freshdesk helps in managing customer relationships which plays an important rpe in improving customer experience. It helps in reducing customer churn as well as increasing repeat purchases due to improved customer service provided by the help desk team.

  • Improved Customer Experience

It is important for businesses to provide the best possible customer experience since it helps them retain their customers, increase repeat purchases, reduce churn, and increase referrals. Integration of Salesforce with Freshdesk helps in improving customer experience by providing them with access to all information about their accounts from different departments such as sales, services, and marketing. Thus, customers receive the best possible care from professionals in each department. For example, a customer may be assigned a case manager who can then check on his or her account and respond quickly to any issues raised by him or her. Therefore, the integration of Salesforce with Freshdesk enables businesses to provide better customer care and improve their overall customer experience. It also leads to improved customer retention since customers receive better care from professionals in different departments. Thus, it helps in increasing repeat purchases and decreasing churn rates of a business. The integration of Salesforce with Freshdesk also improves customer satisfaction levels since customers receive faster responses from their case managers who are assigned to them. This helps businesses improve their customer ratings and increase brand loyalty among existing customers as well as attract new customers through referrals.

  • Increased Efficiency in Managing Customer Relationships

Integration of Salesforce with Freshdesk enables businesses to better manage relationships with existing customers as well as attract new customers through referrals. It also helps businesses reduce churn rates since customers receive faster responses from case managers assigned to them and enjoy better care from professionals in different departments. Moreover, it improves customer experience by providing them with better communication channels with their case managers assigned to them including email, phone calls, chat etc. This ensures that customers receive timely responses to their queries and have access to an immediate support team whenever required. Also, it helps case managers understand how they can improve their relationship with customers through better communication channels provided by the integration of Salesforce with Freshdesk. Hence it helps businesses retain existing customers while attracting new ones through referrals and if customers are happy with the services provided then they will also refer more customers to the business which results in increased revenues for the business and improved profitability margins as well.

The process to integrate Salesforce and Freshdesk 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 January 25,2023 05:21 pm