Connect Gorgias and Salesforce to Build Intelligent Automations

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Gorgias

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Salesforce

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Ticket

New Ticket

Triggers when a new support ticket is created.

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

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

Updated Record

Updated Record

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

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

Do thisActions

Action is the task that follows automatically within your Gorgias integrations.

Create Ticket

Create Ticket

Create a new Gorgias support ticket with customer email, subject, tags, and an initial message.

Create Customer

Create Customer

Create a new Gorgias customer with contact channel, name, email, language, and timezone.

Update Customer

Update Customer

Update a customer's name, email, language, timezone, or contact channel using their customer ID.

Delete Customer

Delete Customer

Remove a customer from Gorgias using their customer ID.

Add Ticket Message

Add Ticket Message

Add a message to an existing Gorgias ticket using the chosen channel, source, and sender details.

Create User

Create User

Create a new Gorgias user with email, name, role, and optional country, language, and timezone.

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Frequently Asked Questions

How do I start an integration between Gorgias and Salesforce?

To start, connect both your Gorgias and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Gorgias triggers actions in Salesforce (or vice versa).

Can we customize how data from Gorgias is recorded in Salesforce?

Absolutely. You can customize how Gorgias data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Gorgias and Salesforce?

The data sync between Gorgias and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Gorgias to Salesforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Gorgias and Salesforce?

Yes, you can set conditional logic to control the flow of data between Gorgias and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Gorgias

About Gorgias

Gorgias is a customer support helpdesk designed for e-commerce businesses. It centralizes customer interactions and automates responses to streamline support operations.

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Salesforce

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.

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