Integrate with

Get a comprehensive view of your company's communication with your Accounts and Contacts by integrating with SalesforceIQ. Connecting SalesforceIQ to takes just minutes: you can quickly set up the integration by pulling communication from into the SalesforceIQ Stream, as well as data from your tickets to the Grid. To set up the reverse integration (SalesforceIQ into, please visit your Settings in

Learn more about bringing SalesforceIQ data into here.

What You'll Need for Setup

  • To be an admin of your organization
  • A supported SalesforceIQ plan (Growth or Business Plan on SalesforceIQ)
  • A account
  • Your login credentials
  • Your site address

Getting Started

  1. Sign in to your SalesforceIQ Account.
  2. Click at the top of the screen, and then select Settings.
  3. Click Integrations.
  4. Under Create Direct Integration, click Send data to SalesforceIQ.
  5. On the information screen, click Next.
  6. Enter your site address and click Connect Desk Account.
    Note: Your site address is the URL you visit to log in to
  7. On the screen that appears, enter your credentials and click Login.
  8. On the Integration Setup screen, check the box to bring events into the SalesforceIQ Stream. Note that Desk acts like a connected data source—Desk events associated with a point of contact (POC) will appear in every List where that POC appears.
  9. From the drop-down list, select the List(s) in which you would like fields to appear.
  10. Click Save, and then click Done.

Add Fields to a List in SalesforceIQ

To add Desk fields to a SalesforceIQ List you selected in the procedure above, you add a field to that List and select Desk as the field type. Any Desk fields with data are automatically added to the List.

  1. Go the Grid view of the List.
  2. With the List Grid view open, do either of the following:
    • Scroll to the far right of the Grid and click Add a Field.
    • To add a field to the left or right of any other field in the Grid, click the arrow to the right of the existing field header and select Add New Field from the drop-down menu that appears.
  3. Choose
  4. Search for and select the field(s) you want, and then click Save.

Filter the Stream View for Desk Events

You can select Desk events as an option for filtering the Stream view.

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