AppsPricingBlogTry it
Salesforce logo
Freshservice logo

Connect Salesforce to Freshservice

Use 10 documented Salesforce triggers to run 11 documented Freshservice actions.

10 source triggers
11 target actions
Reverse direction supported

Why Connect Salesforce & Freshservice?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Freshservice action

Send the event into one of 11 documented actions, such as Create Solution Article, Create Ticket, Delete Solution Article.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Freshservice logo

Freshservice

Triggers (4)

New Solution Article

Emit new event for each created solution article. See documentation

polling
New Ticket

Emit new event for each created ticket. See documentation

polling
Solution Article Updated

Emit new event for each updated solution article. See documentation

polling
Ticket Updated

Emit new event for each updated ticket. See documentation

polling

Actions (11)

Create Solution Article

Create a solution article. See the documentation

Create Ticket

Create a new ticket. See the documentation

Delete Solution Article

Delete a solution article. See the documentation

Get Solution Article

Get a solution article by ID. See the documentation

Get Ticket

Get a ticket by ID. See the documentation

List Solution Articles

List all solution articles. See the documentation

List Solution Categories

List all solution categories. See the documentation

List Solution Category ID Options

Retrieves available options for the Solution Category ID field.

List Ticket ID Options

Retrieves available options for the Ticket ID field.

Update Solution Article

Update a solution article. See the documentation

Update Ticket

Update a ticket. See the documentation

Integration Features

10 documented Salesforce triggers
11 documented Freshservice actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Freshservice to Salesforce direction

Capability Examples

Salesforce trigger → Freshservice action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

FreshserviceFreshservice

Create Solution Article

Freshservice trigger → Salesforce action

Reverse direction
FreshserviceFreshservice

New Solution Article

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Freshservice accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Freshservice operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 11 documented Freshservice actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Freshservice logoSalesforce logo

Reverse Integration Available

Also connect Freshservice to Salesforce for bidirectional automation

View Integration
Salesforce logo

All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
Freshservice logo

All Freshservice Integrations

Explore all available Freshservice connections

View All Integrations

Ready to Connect Salesforce & Freshservice?

Build this supported workflow in Mazaal AI and test it with your own provider accounts.

Get Started Free