With the Salesforce helpdesk integration, it’s easy to see all your CRM information in Deskpro. When a ticket or user profile belongs to one of your existing customers, you can see their existing data from the Salesforce profile.
With Deskpro's Salesforce integration, you can unify your sales processes with ease:
- View the details of Contacts and Leads associated with users in Deskpro.
- View the details of Salesforce Accounts that are associated with an Organization in your helpdesk
- Choose which fields are pulled from your Salesforce records and customize how they are displayed in Deskpro.
Installing our Salesforce helpdesk app for Deskpro is an easy process, it takes only a minute. It works on any Salesforce account that includes API access.
We don't charge you extra for features or apps. The Salesforce integration is free for all Deskpro customers.