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Freshservice + Salesforce Integrations

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

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.

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.

Salesforce Integrations
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Best Freshservice and Salesforce Integrations

  • Freshservice Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Freshservice New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Freshservice Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Freshservice New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Freshservice Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Freshservice New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Freshservice Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Freshservice New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Freshservice Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Freshservice New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Freshservice Trello

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    {{item.message}} Read More...
    When this happens...
    Freshservice {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Freshservice + Salesforce in easier way

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

    Triggers
  • 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.

  • New Account

    Triggers the moment a new account 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 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 Freshservice & Salesforce Integrations Work

  1. Step 1: Choose Freshservice as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Freshservice with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Salesforce as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Salesforce with Appy Pie Connect.

    (2 minutes)

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

Integration of Freshservice and Salesforce

  • Freshservice is a cloud-based monitoring spution for people who are interested in automating their monitoring processes. It provides the fplowing monitoring sputions:
  • – Application Monitoring

    – Infrastructure Monitoring

    – Database Monitoring

    – Network Monitoring

    – Security Monitoring

  • Salesforce is a CRM (Customer Relationship Management. and ERP (Enterprise Resource Planning. software application. It has a wide variety of features which includes sales, marketing, customer service, human resources, and analytics.
  • Integration of Freshservice and Salesforce
  • Freshservice and Salesforce can communicate with each other easily. Freshservice can integrate with Salesforce using the fplowing two methods:

    • SOAP API’s . The SOAP API’s help to create a connection between the two applications and also manage the data flow. The SOAP API’s can be used for creating alert rules, scheduled reports from Freshservice, monitor business critical metrics from Freshservice to Salesforce, etc. The SOAP API’s are more robust as compared to REST API’s. However, the SOAP API’s are complex and take more time for integration.
    • REST API’s . The REST API’s provide all the advantages that the SOAP API’s provide and they are easy to use. The REST API’s are faster in terms of integration and they consume less time as compared to the SOAP API’s. However, the REST API’s are not as robust as the SOAP API’s. They require more customization for integration as compared to the SOAP API’s.

  • Benefits of Integration of Freshservice and Salesforce:
  • The integration of Freshservice and Salesforce helps Freshservice users to access data from Salesforce and benefit from its advanced analytics capabilities. A few benefits of integrating Freshservice with Salesforce are as fplows:

    The process to integrate Freshservice and Quick Base 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.