‍Salesforce is a powerful CRM platform, but its efficiency is greatly enhanced when integrated with other enterprise systems. Without proper integration, manual data entry, lack of real-time updates, and fragmented communication often cause delays and errors. ZigiOps, a no-code integration platform, bridges the gap between Salesforce and tools like IFS, ServiceNow, GitHub, Jira, Dynamics 365, SolarWinds, and Azure DevOps. By addressing specific challenges and automating workflows, ZigiOps helps teams work more efficiently and keeps data synchronized across platforms.  

Salesforce IFS Assyst Integration

A common integration scenario is connecting Salesforce to IFS Assyst. Specifically, its main goal is to allow IT teams to easily transfer Salesforce cases to IFS Assyst and log them as incidents, problems, service requests.

Without the Salesforce IFS Assyst integration in place, teams usually face the following challenges:

• The lack of integration means that teams must manually log information from Salesforce into IFS and vice versa, which is time-consuming and prone to errors.

• Communication between the customer support team (using Salesforce) and the IT team (using IFS) can be slow, leading to delays in resolving urgent maintenance issues.

• When data is manually transferred, inconsistencies often arise, leading to miscommunication between teams.

• Lack of real-time updates makes collaboration between teams, such as customer support and IT or engineering, inefficient.

Common Salesforce IFS Assyst Use Case Scenario (with ZigiOps):

ZigiOps seamlessly integrates Salesforce and IFS, automating the bi-directional synchronization of Incidents, Problems, and Service Requests. When a new Case is logged in Salesforce, ZigiOps automatically creates a corresponding Incident, Problem, or Service Request in IFS, transferring all relevant details such as priority, description, and comments. This automation eliminates the need for manual data entry, ensuring that both teams receive real-time updates and can collaborate effectively. Any updates made in IFS are reflected in Salesforce instantly, reducing delays and ensuring consistent data flow between departments. This integration also helps boost customer satisfaction by enabling faster resolution times.

Salesforce ServiceNow Integration

Combining Salesforce with a multifunctional solution like ServiceNow is a common solution for companies that seek to bridge their CRM and ITSM teams for better workflow. Usually, this integration includes the transfer and sync of Salesforce cases to ServiceNow incidents or requests.

When missing a straightforward communication between the teams operating those systems, IT faces the following challenges:

• Teams working in separate platforms (Salesforce and ServiceNow) often experience communication breakdowns, leading to duplicated efforts and inefficiencies.

• Without integration, manually transferring information between Salesforce and ServiceNow takes time and increases the risk of errors.

• Updates made in one system may not be reflected in the other immediately, leading to delays in task management and issue resolution.

• Customer support teams and IT service management teams may prioritize tasks differently if they lack access to the same real-time data.

Salesforce ServiceNow Use Case (with ZigiOps):

ZigiOps automates the synchronization between Salesforce and ServiceNow, ensuring that new Cases logged in Salesforce are instantly created as Incidents or Requests in ServiceNow. With control over data filtering and field mapping, ZigiOps ensures that only relevant data is transferred, and updates made on either platform are synced in real time. This eliminates the need for manual data entry, ensuring that both customer service and IT teams are aligned and working on the same priority issues. ZigiOps helps improve operational efficiency by automating routine tasks and keeping all stakeholders informed, ultimately reducing issue resolution times and improving customer satisfaction.

Salesforce GitHub Integration

Proper communication between departments is essential for achieving great workflow efficiency and faster clients’ issue resolution. That’s why we often see Salesforce paired with a development tool like GitHub – for transferring Salesforce cases and logging them as GitHub issues.  

If there is no communication between the system, IT teams come across the following challenges:

• Without integration, support teams in Salesforce and development teams in GitHub often work in silos, leading to delays in addressing customer-reported bugs or issues.

• Support agents must manually escalate issues from Salesforce to GitHub, which introduces a risk of human error and data duplication.

• Without synchronization, both teams may not have access to the latest information, leading to misalignment in issue resolution.

• When communication between teams is slow, it delays the resolution process, negatively impacting the customer experience.

Salesforce integration with GitHub Use Case (with ZigiOps):

ZigiOps seamlessly integrates Salesforce with GitHub, automatically creating corresponding GitHub Issues whenever a new Case is logged in Salesforce. This ensures that the development team is promptly notified of customer-reported problems, such as bugs or feature requests. Likewise, updates made to GitHub Issues, including status changes and comments, are synchronized with Salesforce in real time. This bidirectional synchronization ensures both teams are always aligned, reducing delays and improving collaboration. The integration eliminates manual data entry and ensures faster issue resolution, resulting in a more efficient workflow and better customer service.

Salesforce Jira Integration

Perhaps the most popular integration of Salesforce is with the Atlassian Jira for transferring and syncing of cases and tasks.

Often companies try to use those two systems without any integration between them. Here are the challenges they often face due to this decision:

• When Salesforce and Jira are not integrated, teams must manually transfer data, leading to potential delays and errors in task creation and tracking.

• Without automatic updates between Salesforce and Jira, both systems may operate in silos, making it difficult to track the status of tasks or cases in real time.

• Transferring case details from Salesforce to Jira manually is time-consuming and prone to human errors.

• Without real-time synchronization, team members may not have full visibility into the status of tasks or cases, leading to delays in addressing critical issues.

Jira Salesforce Integration Use Case (with ZigiOps):

ZigiOps bridges the gap between Salesforce and Jira by automating the creation of related tasks in Jira when a new Case is opened in Salesforce. This ensures that both teams—customer support and development—are constantly aligned with the latest updates. ZigiOps offers full control over data mapping and filtering, allowing users to customize the integration based on their specific needs. As updates are made in Jira, ZigiOps syncs these changes back to Salesforce, ensuring that the customer support team is always up to date on the status of tasks. By automating these processes, ZigiOps improves task resolution times, reduces manual work, and ensures greater collaboration between teams.

Salesforce Dynamics 365 Integration

Sales and Customer Service are the backbone of successful client-centric companies. That’s why having powerful solutions like Microsoft Dynamics 365 and Salesforce in their IT Stack is mandatory. In those cases, when the systems operate without a connection between them, teams face the following challenges:

• Sales teams using Salesforce and customer service teams relying on Dynamics 365 often struggle to maintain smooth communication, leading to fragmented workflows.

• Without integration, data must be entered manually into both Salesforce and Dynamics 365, resulting in duplication and the risk of inconsistent records.

• Without real-time updates between the two systems, response times to customer issues can be slow, leading to dissatisfaction.

• Different teams may not be aligned on the urgency of customer incidents, causing delays in handling critical issues.

Salesforce Dynamics 365 Integration Use Case (with ZigiOps):

ZigiOps integrates Salesforce and Dynamics 365 to ensure that Incidents logged in Dynamics 365 are automatically created as Cases in Salesforce, and vice versa. This keeps both sales and customer service teams informed in real time, ensuring that customer-related issues are handled quickly and efficiently. The integration enables real-time synchronization of regular fields, custom fields, comments, and lifecycle stages between both platforms. This alignment not only speeds up issue resolution but also improves overall customer service by ensuring that all teams have access to the latest information.

Salesforce (Cases) ↔ SolarWinds (Alerts): Syncing IT Monitoring with Customer Case Management

Monitoring is essential for better and faster customer care management. As a result, pairing a platform like SolarWinds with a tool like Salesforce is not something uncommon.  

Yet, some IT departments do not have an established connection between them. As a result, they must battle the following challenges:

• Without integration, IT teams using SolarWinds may not have immediate visibility into Salesforce Cases, resulting in delayed responses to critical system alerts.

• IT monitoring alerts must be manually transferred from SolarWinds to Salesforce, leading to inefficiencies and potential data entry errors.

• When SolarWinds and Salesforce are not synced, teams may miss important updates, leading to fragmented workflows and slower issue resolution.

• Different departments—such as IT monitoring and customer support—may not collaborate effectively due to the lack of shared data.

Salesforce SolarWinds Use Case Resolution (with ZigiOps):

ZigiOps automatically syncs alerts from SolarWinds with Salesforce Cases, ensuring that critical IT monitoring events are addressed in real time by the customer support or IT teams. When a new alert is triggered in SolarWinds, ZigiOps creates a corresponding Case in Salesforce, eliminating the need for manual data entry. Updates made to the SolarWinds alert are synchronized with the related Salesforce Case, ensuring that both teams are always working with the latest information. By automating these processes, ZigiOps ensures faster resolution of critical IT issues and enables better cross-departmental collaboration.

Salesforce Azure DevOps Integration

Streamlining the workflows of different teams in one company means better results and more goals achieved. This can be achieved by unifying Salesforce and Azure DevOps, eventually allowing the team using them to easily transfer cases to work items.

If there is no integration in place, companies struggle with the following challenges:

• Without integration, IT teams must manually transfer Case details from Salesforce to Azure DevOps, which introduces delays and the risk of data entry errors.

• Development teams working in Azure DevOps and customer support teams using Salesforce often lack real-time visibility into each other's work, leading to misalignment and slower resolutions.

• Changes made in either system may not be reflected in the other in real time, causing delays in task updates and project progress.

• Without synchronization, development and IT teams may face challenges in collaborating effectively on critical customer issues.

Salesforce Azure DevOps Integration Use Case (with ZigiOps):

ZigiOps integrates Salesforce and Azure DevOps, automating the creation of Work Items in Azure DevOps when a new Case is logged in Salesforce. This ensures that development teams are immediately notified of issues requiring their attention, such as bug fixes or feature enhancements. The integration also ensures real-time synchronization between the two systems, with updates made in Azure DevOps being reflected in Salesforce and vice versa. This improves collaboration between development and IT teams, reduces manual work, and speeds up issue resolution, resulting in a more efficient workflow.

Conclusion

The ZigiOps no-code integration platform plays a critical role in overcoming the challenges of siloed systems, manual data entry, and fragmented communication by providing seamless, real-time integration between Salesforce and various other platforms.  

Through bi-directional synchronization, automated workflows, and customizable field mappings, ZigiOps helps teams across departments stay aligned, reduce operational inefficiencies, and improve customer satisfaction. By eliminating the need for custom coding, it makes integration accessible to all teams, enabling faster and more efficient workflows.

If you need to connect Salesforce with any other system book a demo with our tech team and see how ZigiOps can resolve this.