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Does anyone have experience managing incoming projects using the Salesforce integration? For example, initial request comes in through email and then we use the Outlook integration to create a new Jira card. From there, how does pertinent data integrate with Salesforce, and is it bi-directional?
@Brittany Melville hi there. There is a way to skip the part with the email and directly make the integration between Jira and Salesforce, bi-directionally. There are plenty of tools in the Atlassian marketplace - ZigiOps is one of them. It connects the two bi-directionally in minutes, no additional coding needed (it's a no-code) and is secure (non of your data is stored by it). Feel free to explore the ZigiOps tool. You can even give it a try via our trial version - completely free.
I am Shubham form team Sinergify. If I am not wrong currently you are using email to manually request Jira card creation.
This manual process can be replaced with an integration tool.
With Sinergify- A Secure Salesforce Jira Connector you can create Jira Tickets from Salesforce directly manually and Automatically and Map Jira Projects and fields easily inside Salesforce with a native interface.
Teams can further communicate via Comments and share files between the two platforms. This is all without users leaving their own environments and no additional license costs for accessing cross-platform information.
I hope it helps!
Hi @Brittany Melville
I'm the Product Marketing Manager for Appfire's Connnector for Salesforce and Jira.
This app offers bidirectional sync of data between Jira and Salesforce. You can book a demo at your convenience with my teammate Vlad via the marketplace listing linked above by clicking on, "Book a live demo" in the More Details section. He'd be happy to walk you through the features of the product and answer any questions you might have. Hope that helps!
Hi @Brittany Melville ,
Salesforce integration can be made bi-directional. However, an add-on is required is required to setup the integration.
There's lots of different connectors out there. So, depending on your requirements on what you want sync, then choose the one best fit in the market place.
Here's the marketplace link of the salesforce add-ons.