Salesforce Freshservice Integration
Appy Pie Automate allows you to Integrate Salesforce with Freshservice using AI Agents
- 7 days free trial
- Lightning Fast Setup
Simplify Salesforce Freshservice Integration with seamless setup
Easily set up Salesforce Freshservice Integration without coding. Start automating your workflows and Integrate Salesforce with Freshservice today.
-
New Account
Triggers the moment a new account is created.
-
New Attachment
Triggers when a new attachment 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 Change
Triggers when there is a new change is created in Freshservice.
-
New Problem
Triggers when there is a new problem is created in Freshservice.
-
New Ticket
Triggers when there is a new ticket is created in Freshservice.
-
New User
Triggers when a new User is created.
-
Updated Change
Triggers when there Change is update in Freshservice.
-
Updated Problem
Triggers when there problem is update in Freshservice.
-
Update Ticket
Triggers when a Ticket is updated.
-
Update User
Triggers when a user is updated.
-
Create Attachment
Create a new attachment (max 25 mb)
-
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 Record
Updates a existing record.
-
Add note to a Ticket
Add note to a ticket in Freshservice for your domain.
-
Create Change
Create a change in Freshservice for your domain.
-
Create Problem
Create a problem in Freshservice for your domain.
-
Create Ticket
Create a ticket in Freshservice for your domain.
-
Update Change
Update a change in Freshservice for your domain.
-
Update Problem
Update a problem in Freshservice for your domain.
-
Update Ticket
Update a ticket in Freshservice for your domain.
-
New Account
Triggers the moment a new account is created.
-
New Attachment
Triggers when a new attachment 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 Change
Triggers when there is a new change is created in Freshservice.
-
New Problem
Triggers when there is a new problem is created in Freshservice.
-
New Ticket
Triggers when there is a new ticket is created in Freshservice.
-
New User
Triggers when a new User is created.
-
Updated Change
Triggers when there Change is update in Freshservice.
-
Updated Problem
Triggers when there problem is update in Freshservice.
-
Update Ticket
Triggers when a Ticket is updated.
-
Update User
Triggers when a user is updated.
-
Create Attachment
Create a new attachment (max 25 mb)
-
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 Record
Updates a existing record.
-
Add note to a Ticket
Add note to a ticket in Freshservice for your domain.
-
Create Change
Create a change in Freshservice for your domain.
-
Create Problem
Create a problem in Freshservice for your domain.
-
Create Ticket
Create a ticket in Freshservice for your domain.
-
Update Change
Update a change in Freshservice for your domain.
-
Update Problem
Update a problem in Freshservice for your domain.
-
Update Ticket
Update a ticket in Freshservice for your domain.
How Salesforce and Freshservice Integrations Work
Follow the steps below to start setting up your Salesforce integrations using Appy Pie Automate:
-
Step 1: Select Trigger
Choose Salesforce as the trigger app, select event, authenticate & successfully Test
-
Step 2: Select Action
After completing the trigger test, select Freshservice as the action app from the list.
-
Step 3: Authenticate
Connect your Freshservice account & authenticate it.
-
Step 4: Setup & Test
Select the data you want to send from Salesforce to Freshservice & your AI Agent is ready!
Choose the app you want to Integrate with Salesforce and Freshservice
Streamline Your Workflow with Appy Pie Automation
FAQs on Salesforce Freshservice Integrations
-
What Is 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.
-
What Is 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.
-
How Salesforce and Freshservice Integrations Work?
The integration between Salesforce and Freshservice is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Salesforce and Freshservice. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
-
Is the Integration Between Salesforce and Freshservice secure?
While assessing the security of integrating Salesforce with Freshservice, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Salesforce-Freshservice integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Salesforce and Freshservice integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
All-in-one integration tool for web and mobile apps
Use the most powerful applications integration platform
Get Started Free