Connect Salesforce with the rest of your software tools and enable seamless end-to-end data exchange between all business units.
Challenges for Salesforce users
Salesforce is one of the most popular CRM platforms out there, but that’s not all: it also provides a comprehensive 360° suite of enterprise software tools that help you manage customer relations, marketing, analytics, and more. It’s used by many different teams and business units, such as Sales, Marketing, and ITSM, to manage different aspects of the company’s services. Teams who use Salesforce often need to communicate with other teams, though, in order to tackle issues and make sure the company’s end customers are 100% happy with its offerings.
If you’re not integrating Salesforce with the rest of your business applications, you’re missing out on the opportunity to resolve issues quickly, cut through noise, and improve cross-team collaboration effortlessly. The manual transfer and logging of cases, events, and incidents can result in errors, duplicated records, and misalignment between teams.
End-to-end data transfer between all your enterprise applications is key for performing well and guaranteeing a high level of customer satisfaction. And we all know how important customer experience is for the success of your business.
How do we solve them?
ZigiOps is a powerful no-code integration platform, which helps your Sales, Business Development, and Marketing teams communicate efficiently with your ITSM, DevOps, Monitoring and Operations teams, to speed up end-to-end data exchange, optimize communication between your teams and departments, and make everyone’s lives easier.
Sync Salesforce’s Service Cloud, Commerce Cloud, Sales Cloud, Marketing Cloud, Data Cloud, Analytics Cloud, App Cloud and Community Cloud with your other apps. Connect all Salesforce apps to ServiceNow, BMC Remedy, Jira, Azure DevOps, and Cherwell in only a few steps. Let Salesforce’s powerful apps speak to your other platforms, for a seamless connection between your CRM and each team: ITSM, ITOM, ALM, and DevOps.
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Salesforce – ServiceNow Use Case
You can use this integration if your main ITSM/CRM system is Salesforce and you want to sync tickets from the teams who use ServiceNow. The opposite is also possible. Besides that, you can also sync your other Salesforce apps (f.e. Service Cloud, Sales Cloud, Marketing Cloud, Analytics Cloud, Data Cloud, etc.) with ServiceNow.
When a Case is created in Salesforce, ZigiOps will collect it instantly and it will create a related Incident/Change in ServiceNow. You can also sync Cases between your different Salesforce apps.
You have a high degree of control of data filtering to make sure the platform collects only the required Salesforce Cases. You also have full control of the data field mapping, allowing you to define how ZigiOps reports data to ServiceNow. Regular fields, custom fields, lifecycle fields, comments and attachments are part of the synchronization.
Updates in Salesforce for Cases already transferred to ServiceNow are collected and synchronized with the related Incident/Change in ServiceNow for regular fields, custom fields, lifecycle fields, comments and attachments.
ZigiOps collects updates from ServiceNow for the Incidents/Changes that were created as Cases in Salesforce. It syncs them with the related Cases in Salesforce for regular fields, custom fields, lifecycle fields, comments and attachments.
Salesforce – Jira Use Case
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.
With ZigiOps, you can extract data from different Salesforce Clouds: Service Cloud, Commerce Cloud, Sales Cloud, Marketing Cloud, Data Cloud, Analytics Cloud, App Cloud and more, and then forward them to Cherwell automatically.
When a Case is created in Salesforce, 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.
Salesforce – Cherwell Use Case
With ZigiOps, you can easily sync your ITOM, DevOps and SRE teams by connecting xMatters and OpsBridge Manager (OBM).
OBM receives events from different tools, which you can redirect manually or automatically (based on specific conditions) to xMatters with ZigiOps. The opposite is also possible, as this integration is bi-directional.
OBM receives a new Event in the Event browser. This event is then transferred to a connected server for ZigiOps. ZigiOps creates a new alert in xMatters, featuring all the OBM event details.
ZigiOps supports back-sync between xMatters and OBM. You have granular field mapping control where you can set trigger conditions based on your use case, and define which updates get transferred between the two tools. Updates include lifecycle synchronization, regular fields, custom attributes, and annotations.
You can also sync Active or Closed Events from xMatters to OpsBridge. Again, you can define your custom fields in the field map, and update Events back bi-directionally. You can also take a custom field from OpsBridge and report it as a comment in xMatters.
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