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Salesforce + Freshservice Integrations

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

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.

Freshservice Integrations
Freshservice Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zendesk Zendesk
  • Zoho Desk Zoho Desk

Best Salesforce and Freshservice 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

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    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
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 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 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 Select "Trigger" from the Triggers List.

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshservice 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 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.