Jira Salesforce Integration video with ZigiOps
Integrate Jira and Salesforce in a few clicks with ZigiOps
ZigiOps is a no-code integration platform that enables fast, reliable, and fully customizable bi-directional integration between Salesforce and Jira. Designed for ease of use, it allows even non-technical users to establish powerful workflows without writing code.
Key Features
- No-code setup: Configure integrations without any programming knowledge
- Pre-built templates: Quickly deploy common use cases with ready-to-use configurations
- Real-time, bi-directional sync: Ensures all updates are reflected instantly across both systems
- Full field mapping: Sync standard, custom, and lifecycle fields, including attachments and comments
- Support for all object types: Integrate any Salesforce object (standard, custom, external) with any Jira issue type (tasks, bugs, stories, epics)
- Custom logic and triggers: Define conditions, filters, and update logic with flexible expression builders
- Modular actions: Configure specific actions such as create, update, and sync for each system independently
Common Use Case
A Salesforce Case related to a technical issue is created. ZigiOps detects it and automatically creates a linked Jira Task for the development team. Any updates—status changes, comments, attachments—are synchronized in real time between the two systems, maintaining full data integrity and visibility across teams.
Integration Process
- Connect Systems: Use API credentials to securely link Jira and Salesforce
- Select Template: Choose from pre-built templates like “Salesforce Cases to Jira Tasks”
- Configure Mapping: Define which fields to sync, set triggers, and correlation logic
- Set Triggers and Actions: Use polling or event-based triggers to define when actions occur
- Deploy and Monitor: Activate the integration and track sync activity via the ZigiOps dashboard
ZigiOps supports complex workflows while keeping configuration simple and adaptable, making it an ideal solution for syncing support and development efforts between Salesforce and Jira.