Keep Salesforce and Freshdesk updated automatically.
Today you keep your own track of new leads and deals and pass that on wherever it is needed. This connector fixes that, and we build it on request: what happens in Salesforce lands in Freshdesk by itself, in the shape Freshdesk expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today you keep your own track of new leads and deals and pass that on wherever it is needed.
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Today you create the ticket or appointment yourself when something arrives through another channel.
What Salesforce to Freshdesk saves you
- Open a Freshdesk ticket automatically for every new lead in Salesforce.
- Open a Freshdesk ticket automatically for a deal changing stage in Salesforce.
- Open a Freshdesk ticket automatically for every deal won in Salesforce.
What travels across the link
Everything this connector moves between Salesforce and Freshdesk, and how often.
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Contacts
to Freshdesk automaticallyThe sender is recognised or created as a contact in Freshdesk, so the conversation sits with the right person.
What each side expects
Salesforce and Freshdesk do not describe the world the same way. This is what has to line up.
Freshdesk
A customer contact system wants a sender and a subject, so a message lands with the right customer.
Setting it up
- 01
Request the connector
Let us know you want to link Salesforce to Freshdesk. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Salesforce. A customer contact system wants a sender and a subject, so a message lands with the right customer.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- An account you administer, with access to the data you want linked.
- An account you administer, and the inbox or channel involved.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Salesforce to Freshdesk?
Yes. Schakel connects through the official APIs of Salesforce and Freshdesk, so you install nothing on your own server and nothing travels outside those two parties.
Is a ticket created automatically in Freshdesk?
Yes. What arrives from Salesforce becomes a ticket in Freshdesk for the right customer, so a question does not sit somewhere unanswered.
Does Freshdesk recognise the sender as an existing customer?
The sender is looked up by email in Freshdesk and attached to the existing contact; with no match, a new contact is created.
Which details of an Salesforce contact travel to Freshdesk?
The details you pick when setting it up, such as name, company, email and the fields you need, so Freshdesk has enough without needless noise.
What does connecting Salesforce and Freshdesk cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Salesforce sync with Freshdesk?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if Salesforce or Freshdesk is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Salesforce to Freshdesk?
You give Schakel access to Salesforce and Freshdesk once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Missing something you need?
Tell us what Salesforce and Freshdesk should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.