Integrate Salesforce with Freshdesk to Manage Leads and Opportunities
Monitor your Salesforce activity, automatically create Freshdesk tickets, and auto-resolve tickets once the issue is fixed. Proactively manage your Salesforce leads, opportunities, tasks and more.
![Integrate Salesforce with Freshdesk to Manage Leads and Opportunities](https://cdn.prod.website-files.com/622aca98e7c65a16d2e273fa/6644a88a452d644ff83a5d3c_6644a21466e426969890d5ca_Freshdesk.png)
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Get Started with Pre-built Salesforce <> Freshdesk Workflows
Setup Salesforce <> Freshdesk workflows via Automation and Alert Templates
Create Freshdesk ticket and ensure actions based on Salesforce leads, opportunities, tasks
30+ templates for popular Salesforce <> Freshdesk use cases
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No code templates to create Freshdesk ticket based on Salesforce activity
Get started without engineering dependency
SQL Query for complex use cases
Customize any business logic however you wish
![30+ templates for popular Salesforce <> Freshdesk use cases](https://cdn.prod.website-files.com/622aca98e7c65a16d2e273fa/6644a88ab5551ec8d468be9e_663b683ace8e1c8b0ac93cc9_663b581d2b475d3d2eb8bbb0_PF%2525201.png)
Create Freshdesk tickets and collaborate on it through Locale
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Auto-escalate and resolve issues proactively from any tool
Solve high-priority issues quickly and easily
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Add custom status of tasks on Locale
Mark tasks as 'pending', 'reviewed', 'in progress' etc
![Create Freshdesk tickets and collaborate on it through Locale](https://cdn.prod.website-files.com/622aca98e7c65a16d2e273fa/6644a88a452d644ff83a5d41_663b683ac4c41c626c9e6b48_663b58c999f7b50faab081be_freshdesk%2525202.png)
Supercharge your workflows with custom actions and multiplayer assignment
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Playbooks and multiplayer task assignment
Track actions by different team members
![Supercharge your workflows with custom actions and multiplayer assignment](https://cdn.prod.website-files.com/622aca98e7c65a16d2e273fa/6644a88ab5551ec8d468bea2_663b683ace8e1c8b0ac93ccc_663b581d8ccb00d6ad225e5e_PF%2525203.png)
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
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Convert Notifications to Tasks
Ensure that necessary action is taken
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Optional SQL Editor
For cases that involve complex business logic
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Action Buttons
Help your team take manual actions
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Multi-Step Playbooks
Custom status to track progress on each action
![](https://cdn.prod.website-files.com/6225e5b7030c490064f3dfea/65cc5eff585d6f8bf8de00bd_schedule%20reports.png)
3 Levels of Escalation
Ensure tasks are prioritized and done on time
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Insights on Team Performance
Measure how your team is performing