---
title: "ControlUp Integration with HelpDesk or CRM Systems"
slug: "controlup-integration-with-helpdesk-or-crm-systems"
updated: 2025-09-04T14:09:12Z
published: 2025-09-04T14:09:12Z
canonical: "support.controlup.com/controlup-integration-with-helpdesk-or-crm-systems"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.controlup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ControlUp Integration with HelpDesk or CRM Systems

ControlUp monitors your environment and includes a full-blown alerts and notifications system, using incident triggers. The integration piggybacks on helpdesk solutions' ability to open a ticket in response to an incoming email to a designated email address. This means that any event that happens in your environment and is monitored by ControlUp can be configured to open a ticket in your Helpdesk or CRM system. This is demonstrated in this [blog post](http://tech-addict.fr/servicenow-integration-in-controlup/), showing how to execute the integration with ServiceNow.

To create your own integration with your local Helpdesk or CRM system, perform the following steps: ![Add new trigger popup](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/A1.png)

1. Choose any trigger type (#2 above).

![follow-up action popup](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/A2.png)

2. Keep clicking **Next** until you reach the screen marked as step 1 above. Click **Add** to add a follow-up action.

3. Choose the **Send an e-mail alert using a local SMTP server** option (step 2).

An SMTP server should be defined in the ControlUp Monitor settings screen.

![Send an e-mail alert using a local SMTP server follow up action popup](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/A3.png)

4. Add the target email address (your designated helpdesk ticket creation email address), step 1 above.

5. Consider adding the trigger name to the email's subject (step 2 above), as it will allow the user to define a constant non-changing text that will appear in each of the emails sent through this trigger (step 3 below).

![add new incident trigger popup](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/A4.png)

Note that each 3rd party helpdesk system, such as ServiceNow, Salesforce, XenDesk, etc..., should be configured to open a ticket when receiving an email from ControlUp.