Write customer data from outside CRM

[Joel Lehr]

I need to know the best method for writing customer data from our CRM directly into our service management space.

[John Funk · Accepted solution]

Hi Joel,

There are a myriad of connector apps out there that can help you with it. Personally, I would suggest starting with Peek Logic and Zappier. Others are just as good though. Get some demos and compare costs. 

[Marc -Devoteam-]

Hi @Fabian Lim 

The product plan tag shows Standard.

As you solution is certainly an option, but on a standard plan the assets feature is not available.

So in this case @Joel Lehr needs to find a relevant 3rd party app, as mentioned by @John Funk 

[Fabian Lim]

Do you have details on the CRM? 

I would also suggest the option to add the customer information into an Object Schema so that the information can be used outside of just the Jira Service Management space (Project).  There are various plugins available depending on the CRM platform you use today.

Regards,

Fabian