π Hello Atlassian Community!
As many of you explore Atlassianβs 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 β the MultiSource Connector for CSM π
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 β with Zoho CRM and Microsoft Dynamics 365 coming soon.
Supported data types:
π’ Organization data
π€ Customer data
π¦ Product data (coming soon)
This ensures that your support and operations teams always work with accurate, complete information without the burden of manual updates.
π Connect Salesforce, HubSpot, Pipedrive (Zoho & Microsoft Dynamics 365 coming soon)
β±οΈ Automated hourly/daily sync
β‘ One-click record detail creation
π§ͺ Test Import β validate connection, permissions, and data model
π Notify Me β automated alerts if sync fails
π‘οΈ Built on Atlassian Forge (hosted on Atlassian, secure, scalable, enterprise-grade)
π©βπ» Jira Administrators who want to maintain an always-accurate CSM Customer Directory
π οΈ IT & Operations Managers aiming to reduce manual sync tasks
π Organizations seeking a single source of truth in CSM
By syncing Organization and Customer data today β and soon Product data as well β teams can:
β Eliminate manual updates and reduce errors
β Improve customer experience with reliable data
β Scale confidently as their CRM ecosystem grows
Prerequisite:
π An active CSM (Customer Service Management) subscription is required to access the CSM Customers feature.
Other Capabilities:
π Explore the MultiSource Connector for CSM on Atlassian Marketplace
Weβd love your feedback β which CRM would you like us to support next?
#CustomerServiceManagement #CSM #Automation #PioSoftware
Hakan Bahadir _Pio_
Product Manager
Pio Software
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