Salesforce Freshservice

Salesforce + Freshservice Integrations

Put Salesforce + Freshservice to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Salesforce and Freshservice below — describe the exact one you want above and the Agent builds it on demand.

Salesforce + Freshservice When a new ticket is logged in Freshservice, log a case in Salesforce.
Log technical issues directly to deal activities When a new issue is captured in Freshservice, automatically log an activity in Salesforce so account managers stay informed about bugs affecting their accounts. See details
Turn sales milestones into engineering onboarding tasks When a deal stage changes in Salesforce, automatically create a new issue in Freshservice to notify developers to start implementation. See details
Update sales deal stages when releases launch When a successful deployment is tracked in Freshservice, automatically update the deal stage in Salesforce to keep revenue teams aligned on product deliveries. See details

Browse the full workflow library →

Looking to achieve something else with Salesforce and Freshservice?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Salesforce and Freshservice

Everything Salesforce and Freshservice can do inside a workflow — the triggers that start one and the actions that run when it fires.

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

Freshservice Explore Freshservice →

An IT service management software that manages ticketing, asset inventory, server health, and system monitoring.

Triggers
New Ticket

Triggers when there is a new ticket is created in Freshservice.

New User

Triggers when a new User is created.

Updated Ticket

Triggers when a Ticket is updated.

Update User

Triggers when a user is updated.

Actions
Add Notes to a Ticket

Add Private or Public notes to a Freshservice Support Ticket.

Create Ticket

Create a ticket in Freshservice for your domain.

Create Requester

Allows you to create a Requester in Freshservice for your support domain.

Request Ticket Approval

Creates a ticket approval request

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Salesforce + Freshservice

Is there a pre-built Salesforce + Freshservice automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Freshservice's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Salesforce or Freshservice connector?

No. The Agent works whether or not Salesforce or Freshservice already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why should I integrate my developer tool with my CRM?

Connecting Freshservice to Salesforce helps sales and engineering align by automatically keeping deal records updated with deployment status and critical software issues.

Can changes in sales deal stages automatically create technical tasks?

Yes, when a deal stage updates in Salesforce, you can automatically create an issue in Freshservice to kick off client onboarding or custom engineering work.

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