Integrating Salesforce with Freshdesk by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Salesforce and Freshdesk
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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.
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It's easy to connect Salesforce + Freshdesk without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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New ContactTriggers when a new customer is created.
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New Ticket
Triggers when there is a new ticket is created in Freshdesk.
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Update Ticket
Triggers when a Ticket is updated.
- Actions
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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Create Contact
Allows you to create a User/Customer in Freshdesk for your support domain.
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Create Ticket
Create a ticket in Freshdesk for your domain.
How Salesforce & Freshdesk Integrations Work
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Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Freshdesk as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Salesforce to Freshdesk.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.