Built to adapt to your business processes, Connector for Salesforce & Jira aligns teams around a single source of truth by streamlining cross-functional workflows.
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+3,500 Companies trust ServiceRocket and the Connector to help them drive effective collaboration and improve productivity.
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Bi-directional synchronization automatically enables teams to collaborate without context switching, and delivers real-time information across platforms.
Synchronize and aggregate Salesforce Chatter with Jira Comments.
Synchronize Jira Attachments with Salesforce, including Salesforce Files.
Discover how Connector for Salesforce & Jira can help your teams reduce complexity, remove silos and improve transparency. Capture up-to-date CRM data and close business without delays. Manage projects, tasks, and issues that come from Salesforce without error or friction.
Create and link Jira issues or Salesforce records from within the platform that you are using without the need to switch back and forth between the two platforms.
• Create Salesforce records from Jira, and vice versa.
• Asssociate existing Salesforce records to a Jira-Issue, and vice versa.
• Supports many-to-many relationship.
Define detailed mappings which allows you to control the synchronization flow on granular level (field level). You can then bind these mappings to a specific Jira proyect-Salesforce record.
• Supports most Jira and Salesforce field types.
• Create mapping values to allow translations of values between to mapped fields.
• Create a simplified user experience with the ability to map cascading select lists.
Automated workflows reduce redundant tasks, decrease human error, eliminate duplicate effort, increase transparency and improve productivity.
• Create automated workflows via Apex triggers on Salesforce.
• Use Jira post functions to control the Create/Update action within your workflow transition.
Legal teams and law firms run complex businesses. Connector’s automated workflows streamline functions like collaborating on legal briefs, tracking the status of each case, managing client relations, maintaining records, or handling contracts.
Build an automated workflow with Connector to efficiently manage Salesforce marketing campaigns and individual tasks while keeping all stakeholders in the know. Create tasks, collaborate on tasks, approve and publish with ease.
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Whether you are just evaluating our products, looking for a way to deliver a fast and effective implementation, or you are a seasoned customer who wants to drive even more value on top of our standard functionalities, our apps services team is here to help!
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