Jira - Salesforce Integration
Jira - Salesforce Integration
Salesforce is one of the most popular CRM platforms out there, but it also provides a suite of enterprise applications for the 360° management of customer relations and support, analytics, marketing, and more. The service desk can use it to manage different aspects of the company’s IT services, while the sales department might sometimes need other business units’ help in tackling product issues. Development teams use DevOps and project management tools, such as Jira Software, not only to plan and schedule releases but also to tackle the problems that the service desk and sales teams forward to them.
All those business units (support, sales and dev) often need to work in sync to solve common problems, which affect customers and need to be addressed to improve the customer experience (CX). High levels of customer satisfaction are strongly correlated to the fast resolution of issues. A crucial aspect to this is the efficient cross-team cooperation and the instant end-to-end data flow between different software tools and systems. Keeping your teams in sync is key for the success of your business. One of the best ways to achieve that is through a software integration platform.
With ZigiOps, you get to integrate Jira Software and Salesforce systems in minutes, thanks to our out-of-the-box, fully customizable templates. They come with a wide set of actions, conditions, and transformations, which means you can easily configure them to match your exact use case scenario. And the best part? You don’t need any API knowledge or coding skills to use our Jira – Salesforce integration: you simply need to choose the right integration template, set it up, and deploy it.
ZigiOps’ integration between Salesforce and Jira Software automates the entire data flow process and synchronizes records between the two systems in real time. Eliminate duplicate data and the risk of errors, to allow your teams to achieve more with less effort, and make sure your end customers are happy.
With ZigiOps’ bi-directional integrations, you can connect all Salesforce apps to the rest of your software tools. Sync Salesforce’s Service Cloud, Commerce Cloud, Sales Cloud, Marketing Cloud, Data Cloud, Analytics Cloud, App Cloud, Community Cloud, and Work.com with your other apps in a few clicks.
If your main ITSM/CRM system is Salesforce and you want to synchronize Cases with teams that use Jira, you can use ZigiOps’ integration between the two applications. The opposite is also possible.
When a Case is created in Salesforce, the integration platform will retrieve it based on a scheduled interval (every minute) and it will 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. Regular fields, custom fields, lifecycle fields, comments and attachments are all synchronized.
Updates in Salesforce for Cases already transferred to Jira are extracted on a scheduled interval (every minute) and synchronized with the related Issue in Jira for regular fields, custom fields, lifecycle fields, comments and attachments.
Similarly, updates in Jira for Issues that were initially created in Salesforce are collected on a scheduled interval (every minute). The integration platform synchronizes them with the related Case in Salesforce for regular fields, custom fields, lifecycle fields, comments and attachments.
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Streamline collaboration between your ITSM, DevOps and Monitoring teams