Unito Two-Way Sync

Freshservice and Salesforce Integration: Deep, Bidirectional Sync

Bidirectional sync across every field, hierarchy, and comment between Freshservice and Salesforce. No code required. Enterprise-ready security and performance.

Sync anything between Freshservice and Salesforce

Sync every native and custom work item and field – and the relationships between them.

Freshservice

Supported object types

Service requests Tickets

Supported field types

Comments Attachments Rich text Tags Agent group Due by First response due by Requester Resolution notes Full custom field support

Salesforce

Supported object types

Tasks Cases Contacts Accounts Leads Opportunities + All native & custom objects

Supported field types

Comments Attachments Sub-tasks Multi-level hierarchies Rich text Subject First name Last name Description Status Stage Owner Priority Due date Close date Case type Amount Forecast category Expected amount Account Full custom field support

Trusted by Fortune 500 companies and global brands

Real-time data sync with full control, no coding required

Custom sync rules

Use intuitive rules (conditions or filters) to determine exactly what data to sync, such as ticket priority, group, account owner, opportunity stage, and more.

Deep field configurability

Configure your data flow field by field. Map any native or custom fields — including Freshservice ticket fields and Salesforce custom fields — and define flow direction for each, with item matching to prevent duplicates.

Full relationship support

Sync hierarchies and lookup fields across tools, keeping linked tickets, accounts, contacts, and cases fully intact across Freshservice and Salesforce.

Historical data sync

Sync historical records from any point in time, across even the largest datasets. Unito is purpose-built for enterprise-scale alignment across all your tools.

Comment & attachment support

Sync comments and attachments across Freshservice and Salesforce — including public replies and private notes — so support agents and customer-facing teams always have full context, wherever they work.

Live data transformation

Transform data in real time with transformers to combine fields, convert HTML to text, extract values, or apply custom string logic through JSON settings.

Enterprise-grade sync without the enterprise-grade complexity

Enterprise integration tools handle service-to-account workflows at scale, but they demand certification, scripting, and multi-week rollouts. Unito handles the same workflows between Freshservice and Salesforce with rules anyone on the team can configure.

Abstracted complexity

Connect Freshservice and Salesforce with an intuitive, out-of-the-box solution that allows for full configurability of your integration. No custom logic, scripting, or engineering-led setup required.
Abstracted complexity

Lower total cost of ownership

Most iPaaS tools drive up cost with long rollouts and heavy upkeep. Unito lowers TCO with fast time to value, and no specialized headcount to maintain or scale integrations.
Lower total cost of ownership

Scalability and resilience

Maintain real-time data consistency across datasets of any size. Unito's auto-scaling, intelligent API throttling and automatic recovery ensure uptime even during peak loads and tool downtimes.
Scalability and resilience
Abstracted complexity
Lower total cost of ownership
Scalability and resilience

Enterprise-grade control and reliability

Unito is designed to meet the highest standards of security and performance.

AICPA SOC 2 for Service Organizations

SOC 2 Type 2 certified

GDPR and California Consumer Privacy Act compliance

GDPR and CCPA compliant

  • SSO
  • Secure from end to end
  • Access controls and flow permissions
  • Centralized monitoring tools
  • No data stored by Unito

Give support agents the account context they're missing

A top-100 account files a ticket. The Freshservice agent can't tell that ARR is $400k or that renewal is 47 days out. Unito puts the Salesforce account context (ARR, renewal date, exec sponsor) on the ticket. CSMs see open tickets on the account.

Surface account context on every ticket

ARR, renewal date, account owner, and exec sponsor sync from Salesforce onto the ticket. Agents see who they're talking to without opening Salesforce. Updates flow back.

Show open tickets on the Salesforce account

Freshservice tickets sync to the Salesforce account. CSMs see open tickets, status, and resolution time. Renewal flags fire when high-severity tickets open.

Keep public replies clean, internal notes private

Public replies sync to Salesforce activity. Private notes stay internal or sync as private fields. CSAT data flows back so account health reflects reality.

See how you can sync Freshservice and Salesforce with Unito

Book time with an integration expert who can help solve your specific workflow integration challenges.

What to expect

  • A 15-30 min call to assess your workflow and integration needs
  • A solutions overview of Unito’s sync platform
  • Hands-on help to get started and support your evaluation

About Freshservice

Freshservice is a cloud-based IT service management platform from Freshworks. Designed for IT teams of any size, it streamlines incident, problem, change, and asset management with an intuitive interface.

Learn more about Unito's Freshservice integrations ↗

About Salesforce

Salesforce is the world's leading CRM platform, helping businesses manage customer relationships, sales pipelines, service cases, and marketing campaigns in one unified cloud environment.

Learn more about Unito's Salesforce integrations ↗

Frequently asked questions about Freshservice and Salesforce

Can Freshservice tickets show on the Salesforce account record?

Yes. Tickets sync as linked records on the matching account. Status, priority, and resolution time stay current both ways. CSMs see open tickets without opening Freshservice.

Does Salesforce account context (ARR, renewal date) reach the agent?

Yes. Account fields sync from Salesforce onto the Freshservice ticket. Agents see ARR, renewal date, and exec sponsor on the ticket they’re working without context-switching.

Does the sync require Salesforce admin or Apex code?

No. Field mapping happens in Unito’s UI. No Apex, no triggers, no Salesforce admin work to add or change a field map. Per-flow control over direction and timing.

Do private Freshservice notes stay private when synced to Salesforce?

Yes. Flow rules decide what crosses over. Private notes can stay only in Freshservice or sync to private fields the customer-facing portal will not show.

Can I migrate or transfer Salesforce records to Freshservice with Unito?

Unito keeps Salesforce and Freshservice in a bidirectional sync: Salesforce Cases, Contacts or Accounts stay linked to Freshservice service requests, with comments and attachments, so both tools stay current while teams move over.

Which Salesforce objects sync with Freshservice service requests?

Freshservice service requests can sync with Salesforce Cases, Accounts or Opportunities. On Cases, the Subject field syncs two-way.

Do custom fields map between Freshservice and Salesforce, and in which direction?

Yes. Custom fields map by type (text to text, number to number, date to date), and each mapping can be one-way or two-way. Some stay one-way when the other tool has no equivalent field. Contact first and last name sync two-way.

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