Salesforce Desk Sync - Powered by Zapier

If you use Salesforce Desk for customer support and BigContacts for managing relationships, integrating the two platforms can help you avoid duplicate data entry and ensure that your support agents always have the most updated contact information.

With Zapier, you can set up simple workflows (called Zaps) to send contact data back and forth between BigContacts and Salesforce Desk—automatically.

What You’ll Need

• A BigContacts account

• An active Salesforce Desk account

• A Zapier account

Salesforce officially retired Salesforce Desk, but if you're still using it as part of your workflow or migrating from it, this guide shows you how to sync data via Zapier while support is still available on Zapier’s platform.

What You Can Automate

Some common Zapier use cases for syncing Salesforce Desk and BigContacts include:

• Creating a new contact in BigContacts when a new customer is added to the Salesforce Desk

• Updating a contact’s information in BigContacts when a case is created or updated in the Salesforce Desk

• Adding a new customer to the Salesforce Desk when a BigContacts contact is created or tagged

• Tagging contacts in BigContacts based on Desk case status

This helps keep your CRM and support tools aligned, ensuring your sales and service teams work from the same data set.

How to Set It Up

Step 1: Sign in to Zapier

Go to zapier.com and log in.

Step 2: Create a New Zap

Click “+ Create Zap” and set up a trigger-action workflow.

Step 3: Choose a Trigger App

You can start with either app depending on your workflow:

• Salesforce Desk (e.g., New Customer, New Case)

• BigContacts (e.g., New Contact, Contact Updated)

Connect your account when prompted and set up any filters you want (e.g., only sync if the contact has a specific tag).

Step 4: Choose an Action App

Select the app where the action should happen. For example:

• Action: Create or Update Contact in BigContacts

• Action: Create Customer or Add Note in Salesforce Desk

Step 5: Map Fields

Map the relevant fields like:

• First name, Last name

• Email address

• Phone number

• Tags or Notes

Step 6: Test and Turn On

Zapier will run a quick test. Once successful, click “Publish Zap”.

Important Notes

• Salesforce Desk API Access: You’ll need the correct API credentials to connect Salesforce Desk with Zapier.

• Two-Way Sync Requires Two Zaps: Zapier workflows are one-directional. To simulate a full two-way sync, you must create one Zap in each direction.

• Field Matching: Ensure consistency in field names and formats (especially emails) to avoid duplicates.

• Legacy Support: Salesforce Desk no longer accepts new users; future deprecation may affect Zap availability. If you're transitioning to Salesforce Service Cloud, similar Zaps can be configured.

Need Help?

If you have questions while setting this up or want help troubleshooting your Zaps, feel free to contact us at support@bigcontacts.com. We're happy to walk you through it.