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

πŸ‘‹ 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 β€” the MultiSource Connector for CSM πŸš€

MultiSource Connector for CSM.png

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:

  • 🏒 Organization data

  • πŸ‘€ Customer data

  • πŸ“¦ Product data (coming soon)

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

πŸ”‘ Key Features

  • πŸ”— Connect Salesforce, HubSpot, Pipedrive (Zoho & Microsoft Dynamics 365 coming soon)

  • ⏱️ Automated hourly/daily sync

  • ⚑ One-click record detail creation

  • πŸ“Š Logs & Audit Logs for troubleshooting
  • πŸ§ͺ Test Import β†’ validate connection, permissions, and data model

  • πŸ”” Notify Me β†’ automated alerts if sync fails

  • πŸ›‘οΈ Built on Atlassian Forge (hosted on Atlassian, secure, scalable, enterprise-grade)

πŸ‘₯ Who is it for?

  • πŸ‘©β€πŸ’» Jira Administrators who want to maintain an always-accurate CSM Customer Directory

  • πŸ› οΈ IT & Operations Managers aiming to reduce manual sync tasks

  • 🌍 Organizations seeking a single source of truth in CSM

πŸš€ Why it matters

By syncing Organization and Customer data today β€” and soon Product data as well β€” teams can:

  • βœ… Eliminate manual updates and reduce errors

  • βœ… Improve customer experience with reliable data

  • βœ… Scale confidently as their CRM ecosystem grows

πŸ“‹ Additional Details

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

 

Other Capabilities:

πŸ‘‰ Explore the MultiSource Connector for CSM on Atlassian Marketplace

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

#CustomerServiceManagement #CSM #Automation #PioSoftware

2 comments

Michael Meneses
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October 8, 2025

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
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October 26, 2025

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

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