How to connect HelpDesk and Salesforce
HelpDesk and Salesforce integration is available through Zapier, a workflow automation tool. With the combination of 12 HelpDesk triggers and 151 Salesforce actions, you can create thousands of integration workflows to automate your work.
Popular Workflows for HelpDesk and Salesforce Integration
When used together, HelpDesk and Salesforce form a powerful toolset for automating routine tasks. Explore several workflows that are covered by their integration.
- Add important tasks to a personal to-do list
- Enrich your leads with extra data
- Gather customer feedback
Workflow Automation Platforms supported by HelpDesk and Salesforce
You can automate tasks between HelpDesk and Salesforce with ease, even without any coding experience. These no-code workflow automation platforms enable businesses to streamline their workflows in a simplified manner. Discover the best fit for your business by checking out this list.
- 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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
HelpDesk and Salesforce Integration Price
No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating HelpDesk and Salesforce. Nevertheless, understanding the pricing aspects is crucial.
For those seeking pricing information on automation services that support HelpDesk 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.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Triggers and Actions supported by HelpDesk and Salesforce
When integrating HelpDesk and Salesforce, you are usually looking for automation suitable for 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 HelpDesk with Salesforce.
When this happens
Select a Trigger
Do this
Select an Action
How to setup HelpDesk and Salesforce integration
Step 1: Choose a Workflow Automation Service supported by HelpDesk and Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate HelpDesk and Salesforce on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Choose a Trigger for HelpDesk, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between HelpDesk and Salesforce.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to HelpDesk
If you're looking for new ways to automate tasks with HelpDesk, check out our list of other popular integrations. HelpDesk Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
Frequently Asked Questions
Does HelpDesk integrate with Salesforce?
- You can connect HelpDesk and Salesforce automatically using no-code Workflow Automation Tool. Use Zapier to link HelpDesk and Salesforce.
Can you Integrate HelpDesk and Salesforce for free?
- Yes, you can use the free plan of Zapier to connect HelpDesk to Salesforce for free, albeit with some limitations.