👋 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:
This ensures that your support and operations teams always work with accurate, complete information without the burden of manual updates.
🔑 Key Features
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🔗 Connect Salesforce, HubSpot, Pipedrive (Zoho & Microsoft Dynamics 365 coming soon)
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⏱️ Automated hourly/daily sync
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⚡ One-click record detail creation
- 📊 Logs & Audit Logs for troubleshooting
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🧪 Test Import → validate connection, permissions, and data model
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🔔 Notify Me → automated alerts if sync fails
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🛡️ Built on Atlassian Forge (hosted on Atlassian, secure, scalable, enterprise-grade)
👥 Who is it for?
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👩💻 Jira Administrators who want to maintain an always-accurate CSM Customer Directory
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🛠️ IT & Operations Managers aiming to reduce manual sync tasks
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🌍 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:
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✅ Eliminate manual updates and reduce errors
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✅ Improve customer experience with reliable data
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✅ 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
