Salesforce
Freshdesk

Salesforce and Freshdesk Integration

Connecting Salesforce with Freshdesk helps businesses eliminate manual work and reduce errors. With Ayudo, your data stays perfectly in sync between Salesforce and Freshdesk, enabling faster workflows, better collaboration, and improved customer experiences.

Explore Triggers and Actions

New Updated Record
Emit new event when a record of the selected type is updated. See the documentation
New Record
Emit new event when a record of the selected object type is created. See the documentation
New Outbound Message
Emit new event when a new outbound message is received in Salesforce.
New Deleted Record
Emit new event when a record of the selected object type is deleted. See the documentation
Create Company
Create a new company in Freshdesk
Close Ticket
Set a Freshdesk ticket's status to 'Closed'

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Salesforce and Freshdesk?

When Salesforce works alongside Freshdesk, your leads finally talk to your tickets, cutting response times and context switching. Every workflow is transparent with run history and error handling so your admins can trust the results. That means fewer gaps, quicker handoffs, and a shared source of truth for daily operations. For example, Sync record updates with ticket updates Transform support contacts into new business accounts

Connect
Salesforce
and
Freshdesk
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What is a practical way to use Salesforce with Freshdesk?

A straightforward win is Generate follow-up tasks for every new support contact. This turns a manual hop between systems into a reliable flow so the right people are informed and records stay accurate.

Can Ayudo react when trigger new event when a new outbound message is received in Salesforce. and then perform Create Company in Freshdesk?

Yes, you can set up a workflow so that when trigger new event when a new outbound message is received in Salesforce., Ayudo carries out Create Company in Freshdesk. You control filters and field mappings so only the right events trigger the action.

Can we start from Freshdesk and drive Insert Blob Data in Salesforce?

Absolutely. When trigger new event when a ticket is created in Freshdesk, Ayudo can run Insert Blob Data in Salesforce so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

Is the sync one way or two way between Salesforce and Freshdesk?

You can configure one way or two way sync, set field mappings, and add rules to include or exclude records by status, priority, or labels so the data stays relevant and clean.

What problems does connecting Salesforce and Freshdesk actually solve?

It creates one connected workflow instead of separate silos which means fewer delays and cleaner reporting. Ayudo keeps information consistent across tools so decisions are made with confidence.

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