?>

Salesforce + Freshdesk Integrations

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

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.

Freshdesk Integrations

Best Salesforce and Freshdesk 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 + 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 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 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 Select "Trigger" from the Triggers List.

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshdesk 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 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.