HelpDesk
Salesforce

HelpDesk and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
1automatiomation platform supported
HelpDesk Actions
7HelpDesk Triggers & Actions
Salesforce Actions
136Salesforce Triggers & Actions

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 138 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.

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.

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 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.

HelpDesk

When this happens

Select a Trigger

Salesforce

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

  • Step 2: Securely authenticate HelpDesk and Salesforce on the chosen automation service before proceeding.

    60 seconds

  • Step 3: Choose a Trigger for HelpDesk, which will start your automation scenario. 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 HelpDesk and Salesforce.

    120 seconds

  • Step 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

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.

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