Freshdesk Salesforce Integration
Sync data from help desks with sales info bidirectionally to keep both platforms in real-time sync.
Map Salesforce objects with Freshdesk tickets in order to speed up resolution times and improve the quality of end-to-end customer service delivery.
Sync opportunity, case, task, account...
sync product, owner, status, number, priotity...
sync contact details, internal comments...
Sync summary, description, labels...
Sync status, priority, attachments,
Sync phone, notes, custom fields, custom keys...
Stop Context-Switching
Keep customer support and sales enablement in perfect alignment. Automate integrations between Freshdesk and Salesforce. Guarantee a higher revenue and customer satisfaction rate.
Map customer cases from Salesforce to Freshdesk tickets.
Get rid of manual handovers and data transfers between teams.
Categorize tickets on Freshdesk with the correct customer information from Salesforce.
Link multiple related Salesforce objects to the corresponding Freshdesk ticket.
Improve the accuracy of key metrics by expanding data sources.
Establish a single source of truth by providing a 360-degree view of customer data.
Sync Anything and Everything From Salesforce to Freshdesk
Explore uni-directional or bi-directional synchronization between Freshdesk tickets and Salesforce objects.
Exert complete control over the sync with the help of custom mappings and automated event triggers.
Freshdesk
Freshdesk
9 fields are supported:
- Custom fields
- Summary
- Status
- Description
- Type
- Priority
- Labels
- Comment
- Attachment
Salesforce
Case
All fields are supported, including:
- Custom fields
- Account Name
- Asset
- Business Hours
- Case Owner
- Contact Email
- Escalated
- Priority
- Product
- SLA Violantion
- Type
Problems
All fields are supported, including:
- Close Date
- Contract
- Delivery/Installation Status
- Description
- Lead Source
- Order Number
- Opportunity Score
- Price Book
- Probability
- Tracking Number
Change Requests
All fields are supported, incuding:
- Account Owner
- Annual Revenue
- Billing Address
- Customer Priority
- Parent Account
- SIC Code
- Tradestyle
- Upsell
- Year Started
Sync any Salesforce entity
Exalate for Salesforce allows syncing all the available objects and their fields within the Script connection. This page only shows the most popular and widely used objects and their fields.
Check the full list of supported fields for Salesforce and Freshdesk
“
I was surprised by how Exalate satisfied our synchronization needs. We managed to reduce the monthly costs of Growth’s Service Desk by around 95%.
Piotr Radtke
How it Works
Connect
Easily connect multiple projects, instances, and platforms. With local, or external partners.
Customize
Set your sync rules to make sure the right data is shared.
Prompt Exalate’s AI to generate rules, or fine-tune with Groovy-based custom mappings and logic for complete control.
Automate
Set triggers to automate your sync based on specific conditions.
Synchronize
Now your connected instances will exchange information automatically. Happy syncing!
Get the Most Out of Your Integration
Connect multiple projects, instances, and platforms. Use different rules for each connection.
Get AI-powered recommendations for resolving the issue, including possible fixes and next steps.
Describe your integration goal. Aida reviews your sync rules and connector type, then suggests script changes
ai assisted script
Your Integration, Your Rules
Full Control, Boosted by Aida AI
Exalate comes with default sync rules, that can be adapted to your specific needs.
Build your unique integration rules with just a few lines of Groovy Script – or a few prompts.
- Deepen, change, adjust sync rules easily
- Control outgoing and incoming data on each side
- Simply mirror or customize mappings
- Track changes with version history
- Move confidently with draft mode
“
We can do almost anything we want with the sync thanks to its groovy script.
I can say I haven’t seen any other apps as flexible as Exalate.
Daniel Miks
Start Simple, Advance with Confidence
Start the integration journey between Freshdesk and Salesforce with the help of predefined templates. Explore more complex sync opportunities over time.
Sync Any Data, Your Way
Sync new or existing Freshdesk tickets with Salesforce entities. Gain full control over the data flow with one-way or two-way syncs. Sync statuses, priorities, attachments, labels, notes, and more.
Escalate a Salesforce Case as a Freshdesk Ticket
When a Salesforce Case is created, all relevant content should be forwarded to the Freshdesk ticket. Any updates to the ticket should automatically reflect in the Salesforce Case.
Align Sales with Customer Support
Tag a Freshdesk ticket as an opportunity and sync the relevant customer details in Salesforce to create a new lead. Keep this alignment between support and sales/CS teams to improve customer experience, customer retention, and upsell opportunities.
Streamline Cross-Team Collaboration
Keep support and sales teams aligned by updating both platforms whenever critical events occur, such as a closed deal or a resolved ticket.
Map Multiple Related Freshdesk Tickets to a Single Salesforce Case
When multiple Freshdesk tickets come in for the same issue, across different channels, link them back to a single case in Salesforce. Keep the sales or account team informed without flooding them with noise.
Make Customer Engagement Pro-Active
Stay updated about all customer interactions and pressing concerns. Notify sales reps when high-value customers raise support issues, enabling timely follow-ups to strengthen relationships and prevent churn.
Automate Feedback Loops
Use integration automation to give teams the upper hand. Send customer feedback and satisfaction scores from Freshdesk to Salesforce to help sales teams refine their strategies and identify areas for improvement.
Pricing Built for Scale, Not Surprises
Exalate offers a 30-day Free Trial
Pro
Organizations needing enterprise systems
starts atThis is the entry price for the lowest-cost integration. Your price depends on which systems you connect, items in sync, environments, SLA/support, and add-ons. To get a tailored quote, contact sales.
$
550
/mo
Billed annually
Enterprise
Large-scale deployments with custom requirements
Let's talk
Get in touch for your custom pricing
& more
See the New Exalate in Action
Let us show you how Exalate can fit your unique business needs.
+2,500 clients worldwide
You can sync multiple Freshdesk ticket fields like summary, description, attachments, labels, notes, priorities, statuses, custom fields, and custom keys. You can also sync default and custom fields from any Salesforce object such as accounts, cases, opportunities, products, and tasks. If you don’t see the fields or entities that you need to sync, please let us know.
To import Freshdesk tickets into Salesforce, you need a third-party solution like Exalate. First, you need to install Exalate on both systems and establish a connection between them. Then, you must write scripts to map the connections. You can use AI Assist to generate these scripts automatically. This will determine the fields you want to sync as well as the direction of information flow (one-way or two-way). Then, set a trigger. Once the conditions are fulfilled, the information in the ticket will be moved to the Salesforce object automatically.
You can use Exalate’s no-code Basic mode for simple scenarios and sync up to 1000 entities per month for free. For the advanced Script mode, you need to buy the premium plan after a free 30-day trial. You can start your installation from the integrations page.
We offer both Standard and Premier Support options. Premier Support gives you a dedicated support engineer, assistance with configurations, enhanced SLAs, and more. We also provide a specialized Exalate for Service Providers package to help you connect seamlessly with service providers and build a strong collaboration network.
Yes, you can use Exalate to connect multiple Salesforce and Freshdesk instances. This will help you become part of the growing Freshdesk Salesforce integration network. Exalate also supports other tools like Azure DevOps, Zendesk, ServiceNow, Jira, and GitHub. Check out our integrations for more information.