Freshservice + Salesforce Integration

Integrate Freshservice to Salesforce in one click, or tell Integrately AI how you want each ticket handled. Create cases, sync requester details, update support activity, and track lifecycles automatically.

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1.
  • Freshservice
    Ticket is created in Freshservice
  • Freshservice
    Ticket is updated in Freshservice
  • Freshservice
    Requester is created in Freshservice
  • Freshservice
    Requester is updated in Freshservice
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows for Freshservice + Salesforce Integration

Create Salesforce cases, sync support requesters, update ticket statuses, log customer activity, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Freshservice + Salesforce Integration

Create Salesforce contact from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Salesforce. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Salesforce integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Salesforce.

This makes it easy to keep track of your support tickets and contacts in one place.
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Salesforce + Freshservice Integration

Create Freshservice ticket for new Salesforce opportunity

Salesforce is a great tool for managing customer relationships. However, when an opportunity is created in Salesforce, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Freshservice whenever an opportunity is created in Salesforce. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
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Connect more apps to your Freshservice + Salesforce flow

Route new support details to your CRM, notify support channels, and keep project boards updated. Pick a combination and activate it in one click.

Freshservice
Salesforce
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Jira Software CloudJira Software Cloud (8)
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SlackSlack (8)
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HubSpotHubSpot (8)
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Google DriveGoogle Drive (8)
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Microsoft OutlookMicrosoft Outlook (8)
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ZendeskZendesk (8)
F
J
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Create a Jira issue for every new Freshservice ticket, and create a record in Salesforce.
New Freshservice tickets instantly generate Jira issues and Salesforce records, eliminating manual handoffs between engineering and support teams.
F
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Log every new Freshservice requester in Jira Software Cloud, and create a contact in Salesforce.
Every new Freshservice requester automatically populates Jira Software Cloud and creates a contact in Salesforce without manual entry.
F
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When a Freshservice ticket is updated, update the Jira issue and update the Salesforce record.
Ticket modifications in Freshservice instantly update corresponding issues in Jira Software Cloud and records in Salesforce.
S
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Create a Jira issue for every Salesforce case created from a Freshservice ticket, and update Freshservice.
Salesforce cases derived from Freshservice tickets automatically generate tracking issues in Jira Software Cloud and update Freshservice.
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If a Freshservice ticket priority is urgent, create a high-priority Jira issue and create a critical case in Salesforce.
Urgent Freshservice tickets automatically generate high-priority issues in Jira Software Cloud and critical cases in Salesforce.
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When a Jira issue is resolved, update the Freshservice ticket and close the Salesforce case.
Resolving a Jira issue automatically updates the parent Freshservice ticket and closes the matching Salesforce case.
F
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Use Claude to analyse every new Freshservice ticket description, create a matching Jira issue, and create a Salesforce record.
Claude analyses incoming Freshservice tickets, generates a structured Jira issue, and logs a detailed record in Salesforce.
F
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Turn every resolved Freshservice ticket into a Jira issue, create a follow-up task in Asana, and update Salesforce.
Resolved Freshservice tickets generate Jira issues, create follow-up tasks in Asana, and update Salesforce records automatically.

Supported triggers and actions for Freshservice and Salesforce

Mix and match to build the exact automation you need

Freshservice
Freshservice Triggers & Actions
Ticket is created in Freshservice
Triggers the automation when a new ticket is created
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Ticket is updated in Freshservice
Triggers the automation when a ticket is modified
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Requester is created in Freshservice
Triggers the automation when a new requester is created
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Requester is updated in Freshservice
Triggers the automation when a requester is updated
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Create ticket in Freshservice
Generates a new ticket
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Create requester in Freshservice
Generates new requester profiles with particular parameters
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Get requester by ID in Freshservice
Retrieves a requester's information using their unique id
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Get agent by ID in Freshservice
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Get group by ID in Freshservice
Retrieves a group by its id
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Freshservice + Salesforce?

Streamline your IT service management and customer relationship workflows by automating ticket creation, requester updates, and case synchronization across both platforms.

What you can automate?
🎫
Create Salesforce cases from new tickets
Generate a Salesforce case automatically the moment a new ticket is created in Freshservice. Eliminate manual data entry and ensure every support request reaches your CRM instantly.
📋
Capture every ticket field and detail
Map custom fields, priorities, and descriptions from Freshservice tickets directly into Salesforce records. Keep your CRM data rich and detailed for every support interaction.
🔔
Notify your team the moment issues arrive
Send instant alerts to your support or sales channels in Slack whenever a critical Freshservice ticket or Salesforce case is created or updated.
🔀
Route tickets based on priority or category
If a Freshservice ticket is marked urgent, create a high-priority Salesforce case and assign it to senior support; otherwise, create a standard case and route it accordingly.
🔄
Keep Salesforce records updated as tickets change
Synchronize ticket updates, status changes, and requester modifications from Freshservice straight to Salesforce in real time so your team always sees current data.
🔍
Add or update requesters without duplicates
Search for existing contacts in Salesforce before creating new ones when a requester is added or updated in Freshservice, preventing messy duplicate records.
Handle ticket resolution and closure stages
When a Freshservice ticket is resolved or closed, automatically update the matching Salesforce case status and log the resolution details for customer history.
Extend your support workflow to Slack
Connect Freshservice and Salesforce to Slack to automatically post updates, notify assignees, and keep your entire support and sales operation aligned.
And much more...

Who is Freshservice + Salesforce integration for?

Support managers, sales reps, and customer success teams rely on this integration to keep ticketing workflows aligned with customer data without manual data entry.

Support Operations Managers
Support Operations Managers
Customer Support Leads
Customer Support Leads
Key Account Managers
Key Account Managers
Helpdesk Administrators
Helpdesk Administrators
Account Executives
Account Executives
Customer Success Specialists
Customer Success Specialists
📊
Support Operations Managers
You report on ticket resolution times and SLA compliance every week, but your CRM records only update when someone manually exports data, so the metrics you present to leadership are always hours behind — this integration means every ticket update flows straight into Salesforce instantly and your reporting stays accurate.
🚨
Customer Support Leads
You need to act fast when high-priority issues arrive, but delays in moving ticket data to your CRM mean critical cases sit unnoticed until customers complain — with this integration, urgent tickets instantly generate Salesforce cases so your team can respond immediately.
🤝
Key Account Managers
You answer to enterprise clients who demand real-time visibility into their support tickets, but fragmented systems leave you scrambling for updates during review calls — connecting these apps means every Freshservice ticket links directly to Salesforce accounts for instant client transparency.
📈
Helpdesk Administrators
Your team handles hundreds of support requests daily, making manual entry into your CRM impossible and leaving massive gaps in customer histories — automating both apps means every requester and ticket syncs automatically without dropping a single detail.
💼
Account Executives
You depend on support teams to log customer issues before you reach out, but manual handoffs cause missed context and awkward customer conversations — this integration means support tickets automatically appear in Salesforce as cases so you always know ticket history before calling.
🗂️
Customer Success Specialists
You need a complete history of customer interactions across support and sales, but missing records leave you guessing about past issues during renewals — automating both apps means every ticket and requester creates a comprehensive audit trail in Salesforce.
Our team

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Why choose Integrately to automate Freshservice + Salesforce

Build and manage your Freshservice + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshservice + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Freshservice to Salesforce?
Frequently Asked Questions
You can connect Freshservice to Salesforce in just one click using Integrately. Set up ready-made workflows or use Integrately AI to link Freshservice, Salesforce, Slack, HubSpot, and 1,500+ other apps without coding.
Can I automatically create a Salesforce case when a Freshservice ticket is created?
Frequently Asked Questions
Can I connect Freshservice, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshservice and Salesforce?
Frequently Asked Questions
How do Freshservice tickets sync with Salesforce records?
Frequently Asked Questions
How does Salesforce handle incoming data from Freshservice requesters?
Frequently Asked Questions
Do I need coding skills to automate Freshservice and Salesforce?
Frequently Asked Questions
Is the Freshservice and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Freshservice or Salesforce With 1500+ Other Apps

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