Connect Salesforce and Cherwell in minutes, with ZigiOps’ seamless no-code integration between the two applications. With our ready-to-use templates, you get a wide set of actions, conditions, and transformations that allow you to adapt your integration to your exact use case. You don’t need any coding or API knowledge to get started: the ZigiOps UI is simple and intuitive. Streamline communication and end-to-end data exchange in your organization, starting today.
Keeps your teams fully synchronized
Helps you reduce response time and boost customer satisfaction
Minimizes the risk of errors
Helps you automate and simplify processes
Eliminates duplicate work and bottlenecks
If your main ITSM/CRM system is Salesforce and you want to synchronize Cases with teams who use Cherwell, you can use ZigiOps’ integration between the two software tools. If Cherwell is your main ITSM system, you can also sync it with teams who use Salesforce.
When a Case is created in Cherwell, the ZigiOps integration will pick it up based on a scheduled interval (every minute) and it will create a related Incident/Change in Cherwell. There is a high degree of control on data filtering to make sure the platform collects only the required Salesforce Cases, and there’s also a full control over data field mapping to define how ZigiOps reports data to Cherwell. Regular fields, custom fields, lifecycle fields and comments are part of the synchronization.
Updates in Salesforce for Cases already transferred to Cherwell are collected on a scheduled interval (every minute) and synchronized with the related Incident/Change in Cherwell for regular fields, custom fields, lifecycle fields and comments.
Additionally, updates in Cherwell for Incidents/Changes that were created in Salesforce are collected on a scheduled interval (every minute) and are synchronized with the related Case in Salesforce for regular fields, custom fields, lifecycle fields and comments.
IT Service Management and (ITSM) and Customer Relationship Management (CRM) are often not fully synchronized in large tech companies. Although their most important objectives are similar—such as maintaining and improving customer satisfaction by responding to customer queries as fast as possible—the different software tools and applications are often not in sync. Each team uses the software tools they’re most experienced with. If you’re not using an iPaaS to connect them, end-to-end data exchange and communication can be slow.
Cherwell is a powerful ITSM application. Salesforce is a cloud-based CRM tool that helps companies manage and improve customer service, automate marketing, and analyze customer relationships and engagement. If you’re using both software tools without integrating them, you’re missing out on the opportunity to streamline end-to-end data exchange and improve communication.
ZigiOps’ seamless bi-directional integration between Salesforce and Cherwell enhances the core functionalities of both programs. Each team can work with the software tool they prefer, and have easy access to the functionalities of the other one. This way, they can fix customer issues faster and communicate better.
Our agile, powerful, no-code integration platform allows you to connect Salesforce and Cherwell in minutes. Sync Cases and Incidents/Changes between the two apps. Set up and start using your integration immediately, instead of developing it internally—which can be a slow and painful process that takes months. Customize it as needed to adapt it to your use cases—and modify any of its parameters in a few clicks through our intuitive UI.
Thanks to ZigiOps, you can improve both ITSM and CRM. Optimize and automate ticket creation and handling, react faster to incoming customer queries, and improve customer satisfaction, starting today.