ClickDesk
Salesforce

ClickDesk and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
1automatiomation platform supported
ClickDesk Actions
3ClickDesk Triggers & Actions
Salesforce Actions
136Salesforce Triggers & Actions

How to connect ClickDesk and Salesforce

ClickDesk and Salesforce integration is available through Zapier, a workflow automation tool. With the combination of 4 ClickDesk triggers and 138 Salesforce actions, you can create hundreds of integration workflows to automate your work.

Popular Workflows for ClickDesk and Salesforce Integration

The integration of ClickDesk and Salesforce can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible through their integration.

  • Enrich your leads with extra data

Workflow Automation Platforms supported by ClickDesk and Salesforce

Want to automate the exchange of data between ClickDesk and Salesforce without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best fit for your business.

  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.

ClickDesk and Salesforce Integration Price

No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating ClickDesk and Salesforce. Nevertheless, understanding the pricing aspects is crucial.

For those seeking pricing information on automation services that support ClickDesk and Salesforce integration, we have collected and organized the data for you. Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario, which includes a trigger and a single action. An example of simple automation is: every time form is filled send an email.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Triggers and Actions supported by ClickDesk and Salesforce

Integrating ClickDesk and Salesforce involves identifying an automation that aligns with your business request.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

We have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating ClickDesk with Salesforce.

ClickDesk

When this happens

Select a Trigger

Salesforce

Do this

Select an Action

How to setup ClickDesk and Salesforce integration

  • Step 1: Choose a Workflow Automation Service supported by ClickDesk and Salesforce. Choose automation platform

    60 seconds

  • Step 2: Authenticate ClickDesk and Salesforce on the chosen automation service.

    60 seconds

  • Step 3: Select a Trigger for ClickDesk that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions

    15 seconds

  • Step 5: Configure the data that is exchanged between ClickDesk and Salesforce.

    120 seconds

  • Step 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!

ClickDesk and Salesforce integration Diagram

ClickDesk and Salesforce Integration
ClickDesk + Salesforce Integration schema

Frequently Asked Questions

Does ClickDesk integrate with Salesforce?

You can connect ClickDesk and Salesforce automatically using no-code Workflow Automation Tool. Use Zapier to link ClickDesk and Salesforce.

Can you Integrate ClickDesk and Salesforce for free?

Yes, you can use the free plan of Zapier to connect ClickDesk to Salesforce for free, albeit with some limitations.

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