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Connect SolarWinds Service Desk and Salesforce to unlock the power of automation

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Zapier makes it easy to integrate SolarWinds Service Desk with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from SolarWinds Service Desk

A trigger is an event that starts your Zap and runs the workflow. For example, with SolarWinds Service Desk, a trigger could be "New Asset."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SolarWinds Service Desk to Salesforce

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your SolarWinds Service Desk to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect SolarWinds Service Desk and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Asset
New asset in your inventory.
Trigger
Polling
Try It
New Contract
New contract was added.
Trigger
Polling
Try It
New Incident
Triggers when a new incident is created.
Trigger
Polling
Try It
New Release
New release in your service desk.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It

- Name
  Required
- Manufacturer
  Required
- Type
  Required
- Status
  Required
- Model
- Serial Number
- Asset ID
- IP Address
- Description
- Owner's Email Address
- User's Email Address
- Site
- Department
Action
Write
- Name
  Required
- Manufacturer Name
  Required
- Status
  Required
- License Type
  Required
- Start Date
- End Date
- Note
- Site
- Department
Action
Write

- Title
  Required
- Priority
  Required
- Requester's Email Address
  Required
- Description
- Assign to User by Email Address
- Due Date
- Site
- Department
- Related Problem Number
- Category
- Subcategory
Action
Write
- Requester's Email Address
  Required
- State
  Required
- Title
  Required
- Description
- Plan
- Build
- Deploy
- Assignee Email Address
- Approver Email Address
- Priority
- Site
- Department
- Planned Start
- Planned End
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Site
- Department
- Role
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Change
New change in your service desk.
Trigger
Polling
Try It
New Hardware
New hardware in your inventory.
Trigger
Polling
Try It
New Problem
New problem in your service desk.
Trigger
Polling
Try It
New Risk
New risk was detected.
Trigger
Polling
Try It
New User
New user in your account.
Trigger
Polling
Try It
- Title
  Required
- State
  Required
- Requester's Email Address
  Required
- Priority
  Required
- Description
- Assignee Email Address
- Site
- Department
- Approver Email Address
- Change Plan
- Test Plan
- Rollback Plan
- Planned Start
- Planned End
- Related Release Number
- Related Problem Number
Action
Write
- Name
  Required
- Serial
  Required
- IP Address
- Category
- Status
- Manufacturer
- Site
- Department
- Tag
- Owner's Email Address
Action
Write
- Requester's Email Address
  Required
- State
  Required
- Title
  Required
- Description
- Root Cause
- Symptoms
- Workaround
- Assignee Email Address
- Priority
- Site
- Department
Action
Write
- State
  Required
- Name
  Required
- Description
- Appear on Portal Home
- Related Incident Number
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

About SolarWinds Service Desk

Modern IT management. Cloud-based IT service desk and asset management solution you'll love to use.

Related categories

Customer Support

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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