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
use cases

Get Started with Pre-built Salesforce <> Freshdesk Workflows

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Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Get alerted on Slack when end of trial coming soon

Fast Deal Closure
TRY NOW

Register object or field updates from Salesforce in Freshdesk.

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Open a Freshdesk ticket for deals stuck in Salesforce.

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File a Freshdesk ticket for new deal assignments from Salesforce.

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Open a Freshdesk ticket for new customer entries in Salesforce.

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Register a new approval from Salesforce in a Freshdesk ticket.

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Open a Freshdesk ticket for upcoming renewals from Salesforce.

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Log new objects created in Salesforce as Freshdesk tickets.

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Log new activities from Salesforce as Freshdesk tickets.

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Salesforce to Freshdesk Automation

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

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

Create Freshdesk tickets and collaborate on it through Locale

Auto-escalate and resolve issues proactively from any tool

Solve high-priority issues quickly and easily

Add custom status of tasks on Locale

Mark tasks as 'pending', 'reviewed', 'in progress' etc

Create Freshdesk tickets and collaborate on it through Locale

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
why locale

Basic automations not good enough? Check out our advanced features

Help your team manage high-priority items with our advanced features.

Convert Notifications to Tasks

Ensure that necessary action is taken

Optional SQL Editor

For cases that involve complex business logic

Action Buttons

Help your team take manual actions

Multi-Step Playbooks

Custom status to track progress on each action

3 Levels of Escalation

Ensure tasks are prioritized and done on time

Insights on Team Performance

Measure how your team is performing

Setup your sales workflows with Freshdesk <> Salesforce integration on Locale