This article describes the actions available when you connect Salesforce to HappyFox Workflows, and lists the CRM and sales operations you can automate with this integration.
Applicable Plans: ✖️ Basic ✖️ Team ✖️ Pro ✔️ Enterprise
Triggers
The Salesforce integration does not provide triggers. Workflows that include Salesforce actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
Salesforce actions let you create, update, and search CRM records — leads, contacts, accounts, opportunities, and tasks — and log activity directly from a workflow step, keeping your sales and support data in sync without manual entry.
Leads
| Action | What it does |
|---|---|
| Search for a Lead | Searches Salesforce for a lead matching specified criteria and returns the result for use in subsequent workflow steps. |
| Create a Lead | Creates a new lead record in Salesforce. |
| Update a Lead in Salesforce | Updates the fields of an existing Salesforce lead record. |
Contacts
| Action | What it does |
|---|---|
| Search for a Contact | Searches Salesforce for a contact matching specified criteria and returns the result for use in subsequent workflow steps. |
| Create a Contact | Creates a new contact record in Salesforce. |
| Update a Contact | Updates the fields of an existing Salesforce contact record. |
Accounts
| Action | What it does |
|---|---|
| Search for an Account | Searches Salesforce for an account matching specified criteria and returns the result for use in subsequent workflow steps. |
| Create an Account in Salesforce | Creates a new account record in Salesforce. |
| Update an Account in Salesforce | Updates the fields of an existing Salesforce account record. |
Opportunities
| Action | What it does |
|---|---|
| Search for an Opportunity | Searches Salesforce for an opportunity matching specified criteria and returns the result for use in subsequent workflow steps. |
| Create an Opportunity in Salesforce | Creates a new opportunity record in Salesforce. |
| Update an Opportunity in Salesforce | Updates the fields of an existing Salesforce opportunity record. |
Generic objects and utility
| Action | What it does |
|---|---|
| Search for a Salesforce object (Find One) | Searches for a single record of any specified Salesforce object type using a field and value match. |
| Create an object in Salesforce | Creates a new record for any specified Salesforce object type. |
| Update Salesforce Object | Updates the fields of an existing record for any specified Salesforce object type. |
| Get Object by Id | Retrieves a specific Salesforce record by its ID for any object type, returning its fields for use in subsequent workflow steps. |
| Search for Salesforce objects (Find Many) | Searches for multiple records of any specified Salesforce object type and returns all matching results. |
| Add Case Feed Update | Adds an update or comment to the feed of a Salesforce case record. |
| Log a Call | Logs a call activity against a Salesforce record, recording details such as subject, description, and duration. |
| Add New Task | Creates a new task in Salesforce linked to a specified record. |
Use cases
Create a Salesforce lead when a product inquiry ticket arrives: When a ticket is categorised as a product inquiry or sales request in HappyFox Help Desk, automatically create a Salesforce lead with the contact's name, email, and company — so the sales team has an actionable lead without waiting for a manual handoff from support.
Search for an account to enrich a ticket with context: When a ticket is created, use the Search for an Account action to retrieve the customer's Salesforce account details — such as account owner, contract tier, or renewal date — and add them as a private note on the ticket, giving the agent immediate context before responding.
Log a support interaction against an opportunity: When a high-value ticket is resolved for a contact with an open Salesforce opportunity, use Log a Call to record the support interaction against the opportunity — so account executives have a complete history of support touchpoints alongside their pipeline data.
Create a Salesforce task when a ticket is escalated: When a ticket is escalated in HappyFox Help Desk, automatically create a task in Salesforce assigned to the account owner — prompting them to follow up with the customer and ensuring escalations are visible to the sales team without manual coordination.
Update a contact record when ticket data changes: When a ticket contact provides updated information — such as a new phone number, job title, or company name — use Update a Contact to keep the Salesforce record current, preventing data drift between the helpdesk and CRM.
Add a case feed update when a ticket is resolved: When a HappyFox Help Desk ticket linked to a Salesforce case is resolved, use Add Case Feed Update to post the resolution summary to the Salesforce case feed — keeping customer success and account management teams informed without requiring them to check HappyFox Help Desk.