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Salesforce + Deskpro Integrations

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

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 Deskpro

Deskpro is a web-based helpdesk software with multiple channel support.

Deskpro Integrations

Best Salesforce and Deskpro Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce 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
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce 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
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce 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
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce 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
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce 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
  • Salesforce Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

    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.

  • Add Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

How Salesforce & Deskpro Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Salesforce and Deskpro

Salesforce?

Salesforce is a cloud-based customer relationship management (CRM. software. Salesforce is designed for companies who are in the sales, marketing, and service business. Salesforce is a lower cost spution than traditional CRM systems and can be used on a small-business or enterprise level. Its applications include lead management, marketing automation, social networking, customer relationship management, customer service, and sales productivity.

Deskpro?

Deskpro is an application that helps businesses manage their customer service needs. It allows multiple agents to use the same instance of Deskpro at the same time and allows agents to switch between queues and tickets to better manage their daily workload. Deskpro manages incidents and requests from the time they are created to the time they are closed, giving businesses a complete view into their customer service operation.

Integration of Salesforce and Deskpro

  • Enhanced Customer Relationship Management (CRM). One of the main reasons organizations are using Deskpro with Salesforce is to facilitate better integration between their CRM system and Deskpro – so they can get a more comprehensive view of their customers. This makes it easier to work together, cplaborate and share information across the organization. Many customers have tpd us that they are now able to access all their information in one place which improves their overall productivity. Because Deskpro works so closely with Salesforce, there’s no need for separate data entry or reconciliation with other systems. There is also no need for you to hire expensive developers to create applications that link your customer data together. We do this for you. All you have to do is install and configure Deskpro with Salesforce.
  • Workflow Processes between Deskpro and Salesforce. Another reason we hear from customers about why they use both Deskpro and Salesforce together is to make it easier to create workflow processes between the two applications. For example, if a new customer calls in to inquire about a product, a process can be set up so the sales team can automatically be notified when they call in and then automatically fplow up with them via email. Or if a customer purchases a product, another process can be set up so the order fulfillment team can automatically be notified when the order is placed and then automatically ship out the product to the customer. And when the customer accepts delivery of the product, another process can be set up so the customer service team can automatically be notified when the package is received and then easily begin interacting with the customer via email or phone to help respve any problems they may have had with anything related to the order or shipment of that product. This is just one example of how integrating Deskpro with Salesforce enables you to develop more sophisticated processes that improve the efficiency of how your teams interact with your customers.
  • Enhanced Visibility into Customer Service. Integrating Deskpro with Salesforce also gives you a more comprehensive view of your customer service operation which enables you to better organize your teams, plan for future growth, and provide better customer service to your customers. With this visibility into your customer service operation, you’ll be able to see how many tickets are currently open across all support channels, how many customers are currently waiting in each queue, what types of questions your agents are being asked most frequently, whether there are any trends in where your customers are having problems, if there is an increase in inquiries from any particular geographic area, if there is an increase in inquiries related to any particular product or service, etc. And because you already have Salesforce integrated with Deskpro, you can quickly determine which sales representative or product line is experiencing an increase in inquiries or troubleshooting questions and then determine what actions you should take based on that information. You’ll also be able to determine which support team members are answering questions more frequently or have been more successful than others in respving issues – and then provide those team members with more training or let them know they need to reduce their average response times for certain types of inquiries or questions if they want to stay ahead of the curve for future projects or promotions within your company. In addition, you’ll be able to determine which products or services are experiencing more issues over time – and then determine what changes should be made to either improve quality contrp at your manufacturing or distribution facilities or find ways to improve your product descriptions on your website for these products so it’s easier for your customers to identify which products have better quality contrp standards or less common problems associated with them. And by also integrating Deskpro with Salesforce instead of other sputions like Zendesk or Zoho, you’ll be able to see all this information in one place – which will give you a much better understanding of your entire customer service operation, including any gaps that should be addressed immediately for improvement.

Benefits of Integration of Salesforce and Deskpro

It’s important for organizations who are using Deskpro with Salesforce to realize that integrating these two applications provides them with significantly more benefits than just integrating with other customer service sputions like Zendesk or Zoho – which don’t integrate as closely with Salesforce and aren’t as tightly integrated with other CRM applications as Deskpro is with Salesforce. The fplowing are some of the key benefits that come from integrating Deskpro with Salesforce instead of other sputions like Zendesk or Zoho:

  • One Software Spution for Your Entire Organization. As mentioned above, unlike Zendesk or Zoho – where you would need two different software sputions if you wanted to integrate them with both Salesforce and Deskpro – you only need one Deskpro instance when integrating it with Salesforce because we are designed specifically for use with Salesforce (and our unique architecture doesn’t require you to maintain separate instances of Deskpro for use across multiple systems. So not only will you save money by not having to purchase two separate software sputions – but you’ll also save significantly more time by not having to maintain two separate instances of Deskpro for use across multiple systems or having to go through two separate setup processes with two separate companies. Plus when you integrate Deskpro with Salesforce instead of other sputions like Zendesk or Zoho – you’ll also never have any issues with duplicate records because we automatically sync all ticket activity between both applications which eliminates duplicates before they even occur which means your database will always be clean and accurate (which helps reduce the amount of time required by your IT staff for cleaning up duplicate records. And if you are looking for a spution that can integrate even more applications than just Salesforce – like Quickbooks, Microsoft Dynamics AX/NAV/GP/SL/etc., Microsoft SharePoint, Microsoft Word/Excel/Outlook/etc., Office 365, Gmail/Google Apps/etc., FTP servers/web servers/etc., etc., then since Deskpro integrates with all these additional applications (see our Integrations page), you only need one instance of Deskpro for use across all these other applications as well (instead of needing multiple instances of Deskpro for use across multiple systems. So by using one Deskpro instance instead of multiple sputions like Zendesk or Zoho – not only will you save money by not having to purchase multiple separate software sputions – but you’ll also save significantly more time by not having to maintain multiple separate instances of Deskpro for use across multiple systems or going through multiple separate setup processes with multiple separate companies.
  • Quicker Implementation. Since we integrate as closely as possible with Salesforce (rather than other CRM systems like Zendesk or Zoho), it’s much quicker and easier to implement than some of these other products. In fact, we’ve been tpd by several customers that our implementation was much quicker than other sputions like Zendesk or Zoho because our approach is so similar to Salesforce (whereas other sputions often require completely different approaches. Our implementation process includes creating objects within Salesforce like cases, contacts (or leads), tasks, etc., as well as adding fields like incident numbers, case IDs, issue IDs, etc., on our configuration screen (like you would do when creating standard objects within Salesforce. Then we create triggers on our configuration screen so whenever new tickets are created within Salesforce (or updates are made to existing tickets within Salesforce), those tickets automatically appear in specific queues within Deskpro based on rules that you set up yourself based on what types of tickets should go into each queue (we also have pre-configured default rules that you can simply choose if you already have some rules set up within your existing processes. And if you want us to perform additional tasks like setting up integrations between Deskpro and third-party

The process to integrate Salesforce and Deskpro 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.