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with Freshdesk and Salesforce?
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Popular Ways to Connect Freshdesk with Salesforce#
Popular Freshdesk and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when a contact is updated. See the documentation
Emit new event when a contact is created. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a ticket is created. See the documentation
Popular Freshdesk and Salesforce Actions#
Add a note or conversation to an existing ticket. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Add tags to a ticket (appends to existing tags). See the documentation
Adds an existing lead to an existing campaign. See the documentation
Assign a Freshdesk ticket to a specific agent. See the documentation
Overview of Freshdesk#
The Freshdesk API empowers you to interact programmatically with your customer support platform, creating possibilities for automating repetitive tasks, integrating with other services, and enhancing customer experiences. With Pipedream, you can effortlessly connect Freshdesk to a multitude of apps, tapping into triggers and actions that streamline workflows. For instance, you can automate ticket creation, sync customer issues with a CRM, or trigger notifications based on ticket updates, all within a serverless environment.
Connect Freshdesk#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freshdesk: {
type: "app",
app: "freshdesk",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.freshdesk.$auth.domain}.freshdesk.com/api/v2/tickets`,
auth: {
username: `${this.freshdesk.$auth.api_key}:X`,
password: ``,
},
})
},
})
Overview of Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
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