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Challenges for Salesforce users
Salesforce is one of the most popular CRM platforms on the market. 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 ...
Salesforce is one of the most popular CRM platforms on the market. 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 customers are 100% happy.
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 the noise, and improve cross-team collaboration. The manual transfer and logging of cases, events, and incidents can result in errors, duplicated records, and misalignment between teams.
System integration is a critical aspect of any modern enterprise. It enables you to automate the workflows between Salesforce and other tools.
How do we solve them?
ZigiOps is a powerful no-code integration platform, which helps your Salesforce teams to communicate efficiently with your ITSM, DevOps, and Monitoring.
Sync Salesforce with your other apps in a few clicks. Connect all Salesforce systems to ServiceNow, BMC Remedy, Jira, Azure DevOps, ...
ZigiOps is a powerful no-code integration platform, which helps your Salesforce teams to communicate efficiently with your ITSM, DevOps, and Monitoring.
Sync Salesforce with your other apps in a few clicks. Connect all Salesforce systems to ServiceNow, BMC Remedy, Jira, Azure DevOps, and Cherwell in only a few steps.
Popular Use Cases
Salesforce - ServiceNow Integration 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.
When a case is created in Salesforce, ZigiOps will collect it instantly and create a related Incident/Change Request in ServiceNow.
You have a high degree of control over 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 - ServiceNow Integration 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.
When a case is created in Salesforce, ZigiOps will collect it instantly and create a related Incident/Change Request in ServiceNow.
You have a high degree of control over 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 Integration Use Case
If one of the systems you are using is Salesforce and you want to transfer cases to DevOps teams, who use Jira, you can use the ZigiOps integration platform.
Our integration between Salesforce and Jira is bi-directional, which means that once there is an update in one of the systems, the other automatically receive it as well. For example, when a case is created in Salesforce, the integration platform will pull it automatically and create a related issue in Jira. You have a high degree of data filtering control, so the platform collects only the required Salesforce cases. You also have full control over 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 Salesforce and transfers them to Jira by filling all the necessary fields in the ticket. Similarly, it collects updates from Jira and updates them in Salesforce. The integration platform synchronizes them with the related case in Salesforce for regular fields, custom fields, lifecycle fields, issue links, comments, and attachments.
Salesforce - Jira Integration Use Case
If one of the systems you are using is Salesforce and you want to transfer cases to DevOps teams, who use Jira, you can use the ZigiOps integration platform.
Our integration between Salesforce and Jira is bi-directional, which means that once there is an update in one of the systems, the other automatically receive it as well. For example, when a case is created in Salesforce, the integration platform will pull it automatically and create a related issue in Jira. You have a high degree of data filtering control, so the platform collects only the required Salesforce cases. You also have full control over 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 Salesforce and transfers them to Jira by filling all the necessary fields in the ticket. Similarly, it collects updates from Jira and updates them in Salesforce. The integration platform synchronizes them with the related case in Salesforce for regular fields, custom fields, lifecycle fields, issue links, comments, and attachments.
Salesforce - Cherwell Integration Use Case
Your team uses Salesforce as the main CRM system. They need, however, to sync Cases with the teams who use Cherwell. In such a scenario, ZigiOps steps in and handles the integration between the two software tools to achieve it. In cases when the main ITSM system happens to be Cherwell, aligning with the teams that use Salesforce is also possible.
A Case is created in Cherwell. ZigiOps steps in and picks it up. This happens at a pre-defined interval. Once ZigiOps fetches the Case, it then creates a related Incident/Change in Cherwell’s system. Thanks to the fact that there is control on data filtering, ZigiOps collects only the required Salesforce Cases. The same is valid for field mapping, which defines how ZigiOps reports data to Cherwell. Regular fields, custom fields, lifecycle fields, and comments are all included in the synchronization process between the two systems.
Salesforce’s updates that refer to the Cases already transferred to Cherwell are also collected at a scheduled interval. They are synchronized with the related Incident/Change in Cherwell for regular fields, custom fields, lifecycle fields, and comments.
Updates in Cherwell for Incidents/Changes created in Salesforce are also collected at a pre-defined interval and are synchronized with the related Case in Salesforce for regular fields, custom fields, lifecycle fields, and comments.
Salesforce - Cherwell Integration Use Case
Your team uses Salesforce as the main CRM system. They need, however, to sync Cases with the teams who use Cherwell. In such a scenario, ZigiOps steps in and handles the integration between the two software tools to achieve it. In cases when the main ITSM system happens to be Cherwell, aligning with the teams that use Salesforce is also possible.
A Case is created in Cherwell. ZigiOps steps in and picks it up. This happens at a pre-defined interval. Once ZigiOps fetches the Case, it then creates a related Incident/Change in Cherwell’s system. Thanks to the fact that there is control on data filtering, ZigiOps collects only the required Salesforce Cases. The same is valid for field mapping, which defines how ZigiOps reports data to Cherwell. Regular fields, custom fields, lifecycle fields, and comments are all included in the synchronization process between the two systems.
Salesforce’s updates that refer to the Cases already transferred to Cherwell are also collected at a scheduled interval. They are synchronized with the related Incident/Change in Cherwell for regular fields, custom fields, lifecycle fields, and comments.
Updates in Cherwell for Incidents/Changes created in Salesforce are also collected at a pre-defined interval and are synchronized with the related Case in Salesforce for regular fields, custom fields, lifecycle fields, and comments.
Ready-to-use integrations between Salesforce and your other software tools.
Pre-built templates: out-of-the-box workflows you can set up and start using in minutes
Conditional field mapping to simplify the integration logic
Salesforce
Users Features
Global schema: automated relations between data from different systems
Fully customizable workflows, featuring chained and dependent actions
Vendor-certified integrations that are 100% secure
Resources
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