Salesforce

Connect Salesforce with the rest of your software tools and enable seamless end-to-end data exchange between all departments.

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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 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, and Cherwell in only a few steps.

Popular Use Cases

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 integration with Jira Product Discovery

If your main CRM/ITSM system is Salesforce and you want to synchronize Salesforce objects with your project management team that uses Jira Product Discovery, you can use ZigiOps’ integration between the two software tools and setup your integration with a few clicks.

The project management team might need various details from Salesforce objects to prioritize and organize ideas. Without an integration in place, the CRM team would need to review each new object and send the necessary details to the PMs or open Jira Product Discovery manually and enter the details there.

With the help of ZigiOps this happens automatically. When an object gets created in Salesforce, the integration will capture it based on pre-defined filtering conditions and it will create a related idea in Jira Product Discovery. You have full control over data filtering and field mapping settings, to define which Salesforce objects to collect and how the data will be reported to Jira Product Discovery. The integration includes regular fields, custom fields, comments and more.

The synchronization is bi-directional, so ZigiOps collects updates in Salesforce for objects already transferred to Jira Product Discovery and syncs them with the related idea, and vice versa.

Salesforce - MS Dynamics 365 Integration

A potential Salesforce Dynamics 365 integration guarantees smooth communication between the teams using them as well as their synchronization at any given time. Data accuracy is at its highest level, along with customer service. Entering data to-and-fro between Salesforce and Dynamics 365 takes a lot of resources and is usually accompanied by unnecessary duplication and inconsistency in the accumulated data. Customer service and sales teams align and work in synchronization when dealing with leads, accounts, and finances.

With a Salesforce Dynamics 365 integration, it all happens seamlessly. Any customer-related issues are resolved almost immediately.

One of the most popular Salesforce Dynamics 365 integration use-case scenarios revolves around client-related incidents.

Our Dynamics 365 team tracks a newly-logged client incident in their queue. Acting fast (finding the root cause and resolving it) is critical. Upon checking it, the customer service teams conclude that it deserves the attention of the sales team. That's why it must be logged into the Salesforce system. Normally, this activity is done manually.

The ZigiOps connector, however, automates this - speeding up the remediation process.

ZigiOps fetches the newly-created incident (along with its details) and logs it into Salesforce as a case. Salesforce immediately notifies the corresponding team about that, and work can begin right away.

ZigiOps's bi-directional Salesforce Dynamics 365 integration ensures that both teams will sync and be up to date at each step of the incident remediation. When the Salesforce team finishes their work and closes the case as resolved, ZigiOps will instantly notify the Dynamics 365 team. End-users also receive a notification with the status of their issue.

SolarWinds – Salesforce Integration

You can sync events/alerts from SolarWinds with cases in Salesforce automatically with ZigiOps. If your main APM system is SolarWinds and you’re using Salesforce in parallel, our integration will help you connect the two apps.

When an event/alert is created in SolarWinds, the integration will detect and collect it and create a related case in Salesforce. You have a high degree of control of the data filtering functionalities of the platform to make sure it collects only the necessary SolarWinds events/alerts. Besides that, you also have full control of the data field mapping settings that define how ZigiOps reports data to Salesforce. Regular fields, custom properties and lifecycle fields are all in sync.

Updates in SolarWinds for events/alerts already transferred to Salesforce are collected and transferred to the related case in Salesforce for regular fields, custom fields and lifecycle fields.

Salesforce – ServiceNow Integration

ou 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 – Cherwell Integration

If your main CRM/ITSM system is Salesforce and you want to synchronize Salesforce Cases with your teams who use Cherwell, you can use ZigiOps’ integration between the two software tools. The integration is bi-directional, so you can also use it in the other sense.

When a Case gets created in Salesforce, the integration will capture it based on a scheduled interval (e.g. every minute) and it will create a related Incident/Change in Cherwell. You’re in control of the data filtering settings, to define which Salesforce Cases to collect. You also have full control over the data field mapping settings to determine how ZigiOps sends data to Cherwell. Regular fields, custom fields, lifecycle fields and comments are part of the synchronization.

ZigiOps collects updates in Salesforce for Cases already transferred to Cherwell on a scheduled interval (e.g. every minute) and syncs them with the related Incident/Change in Cherwell for regular fields, custom fields, lifecycle fields and comments.

Updates in Cherwell for Incidents/Changes that were created in Salesforce are gathered on a predefined interval (e.g. every minute). ZigiOps then syncs them with the related Case in Salesforce for regular fields, custom fields, lifecycle fields and comments.

IFS assyst - Salesforce integration

Your IT team uses IFS for maintenance operations while customer support relies on Salesforce. Lack of integration between the two systems leads to slow communication and manual data transfer, causing errors and frustrations. ZigiOps offers a no-code solution, swiftly connecting IFS and Salesforce for seamless bi-directional data sync. This enhances collaboration across departments, enabling quick resolution of issues by tapping into specialized expertise or additional resources. With ZigiOps, customer satisfaction levels rise, ensuring customer retention.

Salesforce and Jira Integration

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.

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