Integrate Ideas with specific URLs in Insights in CRM system

KB April 22, 2024

Hi, I want to embedd an overview of ideas that contain insights with a specific URL.

Use case is, that our sales team is tracking customer requests. No I want to give them an overview of requests per customer (URL), when looking at the specific customer page in our CRM.

I noticed this functionality is basically existing in the Chrome Addin:image.png

Is this something that can be leveraged in other places?

2 answers

0 votes
Humashankar VJ
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
April 24, 2024

Hi @KB 

My recommendations and the one-liner on that is all about, you can try other possibilities like

-> External Tools with iFrame Embeds

-> Confluence Macros and Third-Party Integrations

 

Best Regards

0 votes
Humashankar VJ
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
April 23, 2024

Hi @KB 

Other possibilities like - external Tools with iFrame Embeds - Google Sheets or Airtable to manage customer request data and embed them via iFrames in Confluence and along with that

consider - Confluence Macros and Third-Party Integrations as well.

 

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

KB April 23, 2024

Thanks Humashankar. I don't quite understand your answer. Are you suggesting not to use Jira Product Discovery?

Like Humashankar VJ likes this

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
STANDARD
PERMISSIONS LEVEL
Product Admin
TAGS
AUG Leaders

Atlassian Community Events