Live demo: Transfer Salesforce Cases to Jira Issues

You can register here to see live how you can transfer Salesforce cases to Jira issues within minutes. Join us on the 16th of March.

About Jira and Salesforce and why integrate them

Jira and Salesforce are two of the go-to tools for companies, as they provide advanced and straightforward ways to manage and automate marketing, sales, customer service and DevOps operations.

Cases in Salesforce are powerful records that provide a complete customer overview and keep a log of customer issues. Cases can be used by the sales representatives, the customer support team, the marketing team and more. On the other hand Jira is the most popular tool for DevOps teams and it enables easy management of tasks, projects and agile development processes. This is why often Salesforce and Jira are both present in the companies software stack.

It is a great advantage if the needed information can be transferred directly from Salesforce to Jira and vice versa. This helps teams avoid logging in multiple systems, transferring data manually and risking delays, errors and inconsistencies. Many organizations look for ways to integrate Salesforce with Jira.

However, integrating the two tools is not always an easy task. If they go for internal integration development, this might take months, and there might be unpleasant surprises in the budget requirements for it. Not to mention it might be quite difficult to maintain and keep up to date. Integration tools offered on the market, on the other hand, are often not scalable and it is difficult to find one that matches your specific requirements.

We, at ZigiWave, aim to make even the most complex integration use case super simple to setup, manage and scale.

Let us show you how you can start transferring Salesforce Cases to Jira Issues bi-directionally in a few minutes, without writing a single line of code.

Join our webinar on the 16th of March .

Why join us?

Join us live to:

• See how you can set complex data dependencies between Salesforce and Jira without any code.
• Learn how you can transfer all fields, log files, traces, comments, attachments and more.
• Check how you can use filtering and mapping to easily customize your integration.
• See how you can easily form expressions and set conditions to match your specific requirements.
• Learn more about the various benefits this integration provides.
• Ask us all about your use case, no matter how complex it is.

Register here now.

The most common example for Salesforce to Jira integration

In the demo we will show the most common example of transferring data from Salesforce to Jira and vice versa, that our clients ask us for. This is transferring Salesforce Cases to Jira Issues bi-directionally:

Salesforce Cases <> Jira Issues

Example Use case:

If one of the systems your organization is using is Salesforce and you want to transfer cases to DevOps teams, who use Jira, ZigiOps can help you set your integration within minutes.

When a case is created in your Salesforce account, the integration platform automatically detects it and creates a related issue in Jira. You have complete control over what data will be transferred with the ZigiOps filtering options. This way the integration collects only the specific Salesforce cases that you need.

You can also easily manage data field mapping to define how ZigiOps reports data to Jira. You can synchronize regular and custom fields, lifecycle fields, issue links, comments, attachments, and more.

ZigiOps automatically collects any updates in the Salesforce cases and transfers them to Jira by filling in or updating all the necessary fields in the issue.

Similarly, it collects updates or changes from Jira and reflects them in Salesforce. This is done for all regular fields, custom fields, lifecycle fields, issue links, comments, attachments, etc.

The Jira Salesforce integration with ZigiOps works for all Salesforce Case types, as well as for all Jira projects and issue types.

The integration helps you eliminate manual data transfer and avoid bottlenecks, mistakes and delays. At the same time it improves cross-team collaboration and optimizes your workflows.

Join our Salesforce Jira integration demo on the 16th of March .

At the webinar you will be able to ask all the questions you have about your specific use case and get them answered by our engineers.

See you there.