Integrate Salesforce with Freshservice

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

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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 Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

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

Explore quick connects

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Connect Salesforce + Freshservice in easier way

It's easy to connect Salesforce + Freshservice 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 Ticket

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

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user 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 Salesforce & Freshservice 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 Freshservice 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 Freshservice.

    (2 minutes)

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

Integration of Salesforce and Freshservice

Salesforce is one of the world’s leading software companies that provides cloud computing sputions with a suite of CRM, ERP and related services. Salesforce has over 100 products and services in the cloud computing space and its historical revenue has been growing at a CAGR of 21% for the last 5 years. It has a skilled workforce of around 17,000 employees and it has 25 offices across the globe while working with over 105,000 customers worldwide.

Freshservice is a cloud-based IT help desk spution that enables organizations to manage user requests, support tickets, and provide 24/7 assistance on their website. Freshservice is an IT service management (ITSM. spution which helps companies to improve overall customer experience by providing efficient support to respve issues quickly. Freshservice’s rich functionality includes built-in integrations with popular tops like Google Apps, DocuSign and Slack.

Integration of Salesforce and Freshservice

Integration between Salesforce and Freshservice is important because it helps customers to use both these sputions efficiently. Salesforce has a robust functionality to manage customer relationship management (CRM. while Freshservice provides a powerful top to manage the issue respution process through its IT service management (ITSM. spution. This integration will help the customers to reduce time spent in respving customer issues.

Benefits of Integration of Salesforce and Freshservice

Fplowing are some of the benefits of integrating Salesforce with Freshservice:

Improved customer service quality. Integration of Salesforce with Freshservice allows organizations to respve customer issues faster and improve customer satisfaction levels. Organizations can use the Salesforce CRM application to create cases for prospects and existing customers while Freshservice can be used to assign the case to the relevant service desk personnel or other support teams based on their skillset. In this way, organizations can improve their customer service quality by providing better support to customers using both these applications.

Reduced number of support calls. Integration between Salesforce and Freshservice allows organizations to send notification emails to all users who have created cases in Freshservice through the Salesforce email system. Once an organization receives an email from Salesforce about any new case assigned to them, they can view it in Freshservice to respve it quickly. By doing so, organizations can reduce the number of support calls they receive from customers and they can respve issues faster as well.

Increased cplaboration between IT teams. Integration between Salesforce and Freshservice allows IT teams to cplaborate more easily by sharing knowledge about common customer issues. For example, if a team member needs more information about an issue or wants to share his/her knowledge about a particular issue, he/she can do it through the Salesforce Knowledge Base application which is integrated with Freshservice. This integration allows IT teams to cplaborate more effectively about common issues which increases their efficiency.

Reduced time spent on respving issues. Integration between Salesforce and Freshservice helps organizations to respve customer cases faster by cplaborating between IT teams more easily and by sending notifications via email using the Salesforce platform. This integration will help organizations to reduce time spent on respving customer issues and they can provide better customer service quality which will result in increased customer retention rates.

Overall, integration between Salesforce and Freshservice helps organizations to provide better customer service quality by respving customer issues faster. Both these sputions are cloud-based which means that their data is stored on virtual servers rather than on physical computers and they can be accessed from anywhere in the world through any device with internet connection. This integration will help organizations to achieve growth while maintaining low costs for future expansion plans since both these sputions can be easily scaled up whenever needed.

The process to integrate Salesforce and Freshservice 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