BoldDesk

Customer Support

Salesforce

CRM

Integrations BoldDesk Salesforce

Create integrations between BoldDesk and Salesforce

TRY IT

Update Ticket in BoldDesk when New Contact in Salesforce

TRY IT

Create Ticket Reply in BoldDesk when New Contact in Salesforce

TRY IT

Create Contact Group in Bolddesk when New Lead in Salesforce

TRY IT

Update Contact in Bolddesk when New Contact in Salesforce

TRY IT

Update Contact Group in Bolddesk when New Lead in Salesforce

TRY IT

Create Contact in BoldDesk when New Contact in Salesforce

TRY IT

Create Ticket Reply in BoldDesk when New Lead in Salesforce

TRY IT

Create Contact Group in Bolddesk when New Contact in Salesforce

TRY IT

Create Ticket in BoldDesk when New Contact in Salesforce

TRY IT

Update Contact Group in Bolddesk when New Contact in Salesforce

Actions and Triggers

Triggers

New Contact

Triggers when a new Contact is created.

New Lead

Triggers when a new Lead is created.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

Triggers when a new Attachment is added to a case.

Actions

Create Ticket

Creates a new support ticket in BoldDesk.

Update Ticket

Updates an existing support ticket with new information.

Create Contact

Create a new contact.

Create Contact Group

Create a new contact group.

Create Ticket Note

Create note to an existing ticket.

Create Ticket Reply

Create reply to an existing ticket

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

Know more

5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

Know more

How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

Know more

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About BoldDesk

BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.

Learn More

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

Learn More