Sync Your CRM Data with Customer Service Management (CSM) - Introducing the MultiSource Connector

[#1]

👋 Hello Atlassian Community!

As many of you explore Atlassian’s brand-new Customer Service Management (CSM), we know one question is top of mind: How do we keep the Customer Directory up to date? We are proud to be the first vendor to deliver the solution — the MultiSource Connector for CSM 🚀

With the MultiSource Connector for CSM, you can now seamlessly sync customer-related data into CSM, directly from your CRM systems like Salesforce, HubSpot, and Pipedrive — with Zoho CRM and Microsoft Dynamics 365 coming soon.

Supported data types:

• 🏢 Organization data

• 👤 Customer data

• 📦 Product data (coming soon)

This ensures that your support and operations teams always work with accurate, complete information without the burden of manual updates.

🔑 Key Features

• 🔗 Connect Salesforce, HubSpot, Pipedrive (Zoho & Microsoft Dynamics 365 coming soon)

• ⏱️ Automated hourly/daily sync

• ⚡ One-click record detail creation

• 📊 Logs & Audit Logs for troubleshooting

• 🧪 Test Import → validate connection, permissions, and data model

• 🔔 Notify Me → automated alerts if sync fails

• 🛡️ Built on Atlassian Forge (hosted on Atlassian, secure, scalable, enterprise-grade)

👥 Who is it for?

• 👩‍💻 Jira Administrators who want to maintain an always-accurate CSM Customer Directory

• 🛠️ IT & Operations Managers aiming to reduce manual sync tasks

• 🌍 Organizations seeking a single source of truth in CSM

🚀 Why it matters

By syncing Organization and Customer data today — and soon Product data as well — teams can:

• ✅ Eliminate manual updates and reduce errors

• ✅ Improve customer experience with reliable data

• ✅ Scale confidently as their CRM ecosystem grows

📋 Additional Details

Prerequisite:
🔑 An active CSM (Customer Service Management) subscription is required to access the CSM Customers feature.

Other Capabilities:

👉 Explore the MultiSource Connector for CSM on Atlassian Marketplace

We’d love your feedback — which CRM would you like us to support next?

#CustomerServiceManagement #CSM #Automation #PioSoftware

[Michael Meneses]

Hi,

I'll test it soon with HubSpot!

I was already planning to connect it to our internal system, but HubSpot seems like a good practice.

[Howard]

How do we get notified when the Dynamics 365 connection is ready?