Connectors

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Freshdesk

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Freshdesk and Salesforce account support and sales view
Report
Cross-Connector

Ticket load beside open deals and cases for one account

For support teams who want a customer's Freshdesk tickets next to their Salesforce opportunities and cases, just by asking their AI assistant.

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Freshdesk and Salesforce account support and sales view
Show me the support and sales picture for Contoso, using Freshdesk and Salesforce, over the last 90 days.
Contoso has a large open deal while escalated tickets pile up, which is a risk. - Freshdesk: 18 tickets, 6 open, 2 escalated, tier Gold, renewal 31 Jan - Oldest unresolved: SSO errors, open for 21 days - Salesforce: owner Sam Patel, 1 open opportunity, 120,000, closing 30 Nov - Cases: 2 open in Salesforce Want the full list of unresolved tickets?
Freshdesk
Sample figures. Your results come from your own account.
freshdesk-get-companies
freshdesk-get-tickets
salesforce-get-account
salesforce-get-opportunity
salesforce-get-case

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Freshdesk

Freshdesk
Run it on your own Freshdesk data.

Connect Freshdesk, pick your AI tool and paste the prompt.

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The problem

Escalations pile up beside a big open deal

Support staff flip between Freshdesk and Salesforce to see how a customer's tickets sit beside their deals and cases. It takes several searches, and a partial company name can land on the wrong account.

Without PopdockAI

  • Search Freshdesk for the company and its tickets
  • Count escalations and old unresolved tickets
  • Find the Salesforce account by a similar name
  • Open opportunities and cases one by one

With PopdockAI

  • The company is found in Freshdesk and Salesforce, asking if several match
  • Tickets are counted with escalations and the oldest unresolved
  • Open opportunities and open cases are read
  • No guessing on partial names, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Give a combined support and sales view of the customer named `{company-name}`, looking back `{lookback-days}` days for tickets (default 90).

**Step 1: Find the company in Freshdesk**

Call `freshdesk-get-companies` with name.contains set to the company name. If more than one company matches, list them (name, domains, company-id) and stop. If none match, say so and continue to Step 3 using Salesforce only.

**Step 2: Pull the tickets**

Call `freshdesk-get-tickets` with company-id from Step 1 and created-at.from set to the lookback date. Count tickets by status and priority, note any with escalated true, and keep the 5 oldest unresolved subjects.

**Step 3: Find the account in Salesforce**

Call `salesforce-get-account` with name.contains set to the Freshdesk company name (or the input if Step 1 found nothing). If several accounts match, prefer the one whose website matches a Freshdesk domain; otherwise list them and stop. If none match, report the company as present in Freshdesk and absent from Salesforce.

**Step 4: Pull the sales context**

Call `salesforce-get-opportunity` with account-id from Step 3 and closed set to false. Call `salesforce-get-case` with account-id and closed set to false.

**Step 5: Report**

Give one block per system: Freshdesk (company, account-tier, health-score, renewal-date, ticket counts, oldest unresolved) and Salesforce (account, owner, open opportunities with stage, amount and close-date, open cases). End with 2 or 3 sentences on risk or opportunity, such as a large open deal while escalated tickets pile up.

**Rules & Guidelines:**

* reshdesk-* tools are on the freshdesk server and salesforce-* tools are on the salesforce server; both servers must be connected.
* This prompt is read-only. Never call any freshdesk add, update, delete or reply tool (such as reshdesk-add-ticket-note, reshdesk-update-ticket, reshdesk-reply-to-ticket) or any salesforce add or update tool (such as salesforce-add-case, salesforce-add-contact, salesforce-update-account).

**Validation:**

* If either system returns nothing, say which and still report the other side.
* Do not guess a match on a partial name; ask the user to choose.

Who it's for

One answer, three teams that use it

Support managers

Know when tickets threaten a deal

See escalations next to open opportunities, so you can flag the risk to sales before it costs the deal.

How many escalated Freshdesk tickets does Fabrikam have, and what opportunities are open in Salesforce?

Account executives

Prepare for renewal with support facts

The oldest unresolved tickets and open cases tell you what the customer will raise before you do.

Show me the five oldest open Freshdesk tickets and open Salesforce cases for Northwind Traders.

Customer success managers

Spot risk and opportunity in one read

Two or three sentences on risk or opportunity give you a starting point for the account plan.

Give me the support and sales view for Contoso over the last 60 days, with a note on risk.

How it works

What PopdockAI does when you ask

You name a company and a period, and your AI assistant puts its ticket load beside the Salesforce account. It prefers the account whose website matches a Freshdesk domain.

01

Ask

You name the company and how many days of tickets to include.

Your AI tool

02

Match

It finds the company in Freshdesk and the account in Salesforce, asking you to choose if several match.

freshdesk-get-companies
salesforce-get-account

03

Gather

It counts tickets and reads open opportunities and open cases.

freshdesk-get-tickets
salesforce-get-opportunity
salesforce-get-case

04

Report

It gives a block per system and a short note on risk or opportunity.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.

get-data

freshdesk-get-companies

Returns companies from Freshdesk, with filters on the fields that matter. Read-only.
get-data

freshdesk-get-tickets

Returns tickets from Freshdesk, with filters on the fields that matter. Read-only.
get-data

salesforce-get-account

Returns Salesforce accounts with their type, industry, owner, billing address, phone and annual revenue. Filter by name, account number, type, industry, owner, billing city or state, annual revenue and created date.
get-data

salesforce-get-opportunity

Returns Salesforce opportunities with their account, stage, amount, probability, close date, next step, owner and whether they are closed or won. Filter by name, account, stage, owner, amount, close date and closed and won flags.
get-data

salesforce-get-case

Returns Salesforce support cases with their subject, status, priority, origin, owner, account, contact and whether they are escalated or closed. Filter by case number, subject, status, priority, owner, account, contact email, closed flag and created date.
Read only.Nothing in Freshdesk Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Ticket load and open deals on one account

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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