Connector for Salesforce & Jira

Integrate Salesforce with Jira & JSM. Seamlessly and effectively.

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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Easily configurable. quick set up.

Cross-functional workflows create and integrate any Salesforce Record with any Jira Issue.

Bi-directional synchronization automatically enables teams to collaborate without context switching, and delivers real-time information across platforms.

Comments

Synchronize and aggregate Salesforce Chatter with Jira Comments.

Attachments

Synchronize Jira Attachments with Salesforce, including Salesforce Files.

Built to adapt to your business processes

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

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.
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• Create Salesforce records from Jira, and vice versa.
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• Asssociate existing Salesforce records to a Jira-Issue, and vice versa.

‍• Supports many-to-many relationship.

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Connector for Salesforce and Jira screenshot demonstration of creating field mappings.

Binding and Mapping

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.

Automate

Automated workflows reduce redundant tasks, decrease human error, eliminate duplicate effort, increase transparency and improve productivity.
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• Create automated workflows via Apex triggers on Salesforce.

• Use Jira post functions to control the Create/Update action within your workflow transition.

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Teams across all types of business units are leveraging
the Connector to drive value and exceed expectations

Legal

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.

Marketing

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.

Support

Ensure your support team has vital customer information at their fingertips so customer issues can be resolved quickly. Sync feature automatically pushes/pulls information for the ticket/case for seamless handoff to other teams.

SEE THE USE CASES

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Our customers say it best.

People love powerful, yet simple-to-use products. We love building them. The results of this partnership speak for themselves.

“Every single thing someone was doing manually before, the Connector for Salesforce and JIRA now did automatically. DoubleDutch gained nearly two full-time employees a week in productivity."

Jeff Holek

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"Solid functionality, good documentation, intuitive interface, and best of all: a great support team! If you have any issue using the product, it's as easy as going to their website and spinning up a chat window. Their response time is incredibly fast, and the team definitely knows they're talking about. Juan R. was able to diagnose and suggest a fix in no time for a completely generic 'Invalid Query' error in maybe 15 minutes. Champions. 11/10 would recommend."

Chloe

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"The connector provides great functionality which enables us to link custom objects in Salesforce to tickets in our Jira Cloud site. Their support team was very helpful in establishing our connection and getting all the settings configured correctly."

John

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Teams across all types of business units are leveraging the
Connector to drive value and exceed expectations

Bring customer facing teams and back-end teams together to realize the collaboration power of Salesforce and get-work-done power of Jira. Legal, marketing and support are just a few of the teams using the Connector to bridge the platform gap and drive collaboration, efficiency and customer satisfaction.

Quickly catch and display customer information from Salesforce in Jira Service Management (JSM)

Connector creates an automatic match between a Salesforce contact and a JSM request reporter, making important customer information instantly visible to your customer service team. In addition to reducing manual tasks and context switching, your support team can:

• Personalize the discussion
• Ask the right questions
• Deliver a better customer experience

Whether your use case is a customer service help desk, case management system or an integrated customer success ecosystem, your teams will immediately benefit from this functionality that works with the new Jira experience.

Looking for help?

Hit the ground running with our services offerings.

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!

Intelligent Automation

Make everyone’s jobs easier by adding smarts to your integration with our Intelligent Automation for Connector for Salesforce & Jira

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