Kayako + Salesforce Integration

Integrate Kayako to Salesforce in one click, or tell Integrately AI how you want each ticket handled. Capture enquiries, create and update contacts, alert your team, and trigger follow-ups automatically.

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1.
  • Kayako
    Conversation is created in Kayako
  • Kayako
    User is created in Kayako
  • Kayako
    Tag is added to organization in Kayako
  • Kayako
    Tag is added to conversation in Kayako
  • Kayako
    Tag is added to user in Kayako
  • Kayako
    Organization is created in Kayako
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Kayako
    Create conversation via Email in Kayako
  • Kayako
    Update conversation in Kayako
  • Kayako
    Create conversation with a private note in Kayako
  • Kayako
    Search conversation in Kayako
  • Kayako
    Create user in Kayako
  • Kayako
    Search user in Kayako
  • Kayako
    Update user in Kayako
  • Kayako
    Create organization in Kayako
  • Kayako
    Update organization in Kayako
  • Kayako
    Search organization in Kayako
  • Kayako
    Add private note to conversation in Kayako
  • Kayako
    Add tags to conversation in Kayako
  • Kayako
    Add tags to organization in Kayako
  • Kayako
    Add tags to user in Kayako
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Kayako + Salesforce Integration

Capture enquiries, organise conversations, keep CRM records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Kayako + Salesforce flow

Teams often want to notify colleagues, log issues, or send email campaigns after customer data moves between these two tools. Pick a combination and activate it in one click.

Kayako
Salesforce
+
Jira Software CloudJira Software Cloud (8)
+
SlackSlack (8)
+
ZendeskZendesk (8)
+
MailchimpMailchimp (8)
+
Google WorkspaceGoogle Workspace (8)
+
ConfluenceConfluence (8)
K
S
J
Create a Salesforce record for every new Kayako conversation, and create an issue in Jira Software Cloud.
New Kayako conversations instantly become Salesforce records and Jira Software Cloud issues without manual entry.
S
K
J
When a Salesforce lead is created, create a user in Kayako, and create a tracking issue in Jira Software Cloud.
New Salesforce leads automatically generate a Kayako user and a tracking issue in Jira Software Cloud.
S
K
J
When a Salesforce case is updated, update the Kayako conversation, and transition the issue in Jira Software Cloud.
Salesforce case updates instantly flow into Kayako and transition the corresponding Jira Software Cloud issue.
K
S
J
Create a Jira Software Cloud issue for every Kayako conversation marked for escalation, and update the record in Salesforce.
Escalated Kayako conversations automatically open a Jira Software Cloud issue and update Salesforce records.
K
S
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If a Kayako conversation has a high priority tag, create a record in Salesforce and create a priority issue in Jira Software Cloud.
High-priority Kayako conversations immediately create a Salesforce record and a priority issue in Jira Software Cloud.
S
K
J
When a Salesforce opportunity is won, add a tag to the Kayako organization and resolve the issue in Jira Software Cloud.
Won Salesforce opportunities automatically tag the Kayako organization and resolve issues in Jira Software Cloud.
K
S
J
Use Claude to summarise every new Kayako conversation, save the details in Salesforce, and create a tracking issue in Jira Software Cloud.
Claude summarises new Kayako conversations, saves records in Salesforce, and opens issues in Jira Software Cloud.
S
K
J
S
Turn every new Salesforce contact into a Kayako user, create a project task in Jira Software Cloud, and notify the team in Slack.
New Salesforce contacts generate Kayako users, Jira Software Cloud tasks, and Slack notifications.

Supported triggers and actions for Kayako and Salesforce

Mix and match to build the exact automation you need

Kayako
Kayako Triggers & Actions
Conversation is created in Kayako
Triggers the automation when a new conversation is created
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User is created in Kayako
Triggers the automation when a new user is created
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Tag is added to organization in Kayako
Triggers the automation when a tag is added
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Tag is added to conversation in Kayako
Triggers the automation when a tag is added
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Tag is added to user in Kayako
Triggers the automation when a tag is added
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Organization is created in Kayako
Triggers the automation when a new organization is created
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Create conversation via Email in Kayako
Sends emails to start conversations with recipients
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Update conversation in Kayako
Updates the ongoing conversation with new information or updates
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Create conversation with a private note in Kayako
Creates a private note during a conversation with a contact
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Search conversation in Kayako
Searches for keywords within a conversation
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Create user in Kayako
Generates a new user account
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Search user in Kayako
Searches for a user
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Update user in Kayako
Updates user information
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Create organization in Kayako
Generates a new invoice
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Update organization in Kayako
Updates organization information
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Search organization in Kayako
Finds and retrieves information about a organization
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Add private note to conversation in Kayako
Adds a private note to a conversation
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Add tags to conversation in Kayako
Categorize conversations by adding relevant tags
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Add tags to organization in Kayako
Adds tags to an organization for better categorization and organization
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Add tags to user in Kayako
Assigns tags to a user based on particular criteria
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Kayako + Salesforce?

Streamline your customer operations by connecting support interactions directly to your CRM workflows.

What you can automate?
🔗
Sync Kayako conversations to Salesforce records
Automatically create a Salesforce record for every new conversation in Kayako. Eliminate manual data entry and keep your sales and support pipelines perfectly aligned.
📋
Capture every submitted field and detail
Map all available customer details, user attributes, and organization tags from Kayako straight into corresponding fields in Salesforce without losing context.
🔔
Alert your team instantly on new events
Trigger instant team notifications whenever critical support tickets are created or CRM records are updated, ensuring rapid response times.
🔀
Route records based on submitted criteria
Apply conditional rules to direct VIP enquiries or high-priority tickets to specific teams and record types in Salesforce automatically.
🔄
Keep your destination platform updated
Ensure that updates made to customer profiles or support conversations in Kayako reflect immediately inside your Salesforce database.
🛡️
Prevent duplicate records with smart search
Search existing database entries before creating new records, ensuring your CRM remains clean and free of duplicate contacts or accounts.
⏱️
Handle later status changes and updates
Manage deal closures, task completions, and ticket resolutions across both platforms without manual administrative overhead.
🚀
Extend flows to Slack for team alignment
Connect your core automation to Slack to announce closed deals, urgent support escalations, and important account updates instantly.
And much more...

Who is Kayako + Salesforce integration for?

Connecting Kayako and Salesforce eliminates manual data entry, ensuring support teams and sales professionals operate with unified customer records.

Business analysts
Business analysts
Support managers
Support managers
Account executives
Account executives
Support operations leads
Support operations leads
Customer success specialists
Customer success specialists
Compliance officers
Compliance officers
📈
Business analysts
You're compiling customer support metrics and CRM pipeline data manually, but your quarterly reports are always delayed because conversation logs and sales records live in separate silos — this integration means every support ticket and contact syncs automatically so your reporting numbers stay current.
Support managers
You need to act fast when high-value clients experience issues, but you find out about closed-won account changes too late because sales updates don't reach your helpdesk — with this integration, every CRM status change alerts your support desk instantly so your team can deliver prompt assistance.
🤝
Account executives
You answer to key accounts that expect full visibility into their support requests and contract history, but gathering scattered details takes hours of cross-referencing — automating both apps means all support conversations and CRM records merge into one complete history for client reviews.
📊
Support operations leads
The volume of daily enquiries is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned conversations across platforms — connecting these apps means every conversation generates CRM records instantly without manual intervention.
🔄
Customer success specialists
You own the onboarding stage and depend on sales reps to hand over client details upstream, but key account notes often get lost between departments — automating both apps means every new customer record transfers seamlessly from sales to support.
🗂️
Compliance officers
You need a reliable history of customer communications for auditing purposes, but you keep finding gaps between support tickets and CRM entries — this integration means every interaction and record links cleanly with zero missing audit trails.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Kayako + Salesforce

Build and manage your Kayako + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Kayako + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kayako to Salesforce?
Frequently Asked Questions
You can connect Kayako to Salesforce in 1 click using ready templates or ask Integrately AI to build the automation. It also connects with tools like Slack, Zendesk, and Google Workspace instantly.
Can I automatically create Salesforce records from new Kayako conversations?
Frequently Asked Questions
Can I connect Kayako, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kayako and Salesforce?
Frequently Asked Questions
How are Kayako conversations handled during integration?
Frequently Asked Questions
Can Salesforce records be updated automatically when my support data changes?
Frequently Asked Questions
Do I need coding skills to automate Kayako and Salesforce?
Frequently Asked Questions
Is the Kayako and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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You Can Also Connect Kayako or Salesforce With 1500+ Other Apps

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Popular Kayako Integrations
Connect Kayako to customer messaging, email marketing, and helpdesk tools to manage all client communications effectively.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with project management, accounting, and analytics platforms to keep your business data working across your entire stack.