Planview Hub provides scalable, sophisticated near real-time integrations with Salesforce and your toolchain to remove manual efforts and overhead. Our intuitive, no-code application allows admins to implement integration scenarios quickly and easily, tailored to your specific needs. Planview Hub is 4x faster to set up and 10x easier to maintain and scale than any other integration solution out there. Learn more about some common Salesforce integrations.
Learn more about Salesforce integrations
Atlassian Jira and Salesforce Integration
Why Integrate Jira and Salesforce?
In a business landscape where customer-facing teams rely on CRM tools like Salesforce to manage customer information, integrating Jira becomes crucial.
With integration, customer feedback from Salesforce is effortlessly synched to development teams in Jira, enabling quick response and effective management of customer expectations throughout the development process. As developers work on customer requests, they can promptly request more information and update statuses instantly.
Jira and Salesforce Integration Benefits
Align your teams and enable the seamless flow of data from tool to tool, without any of the overhead:
Centralize visibility for managers: Easily see the status of work from a single location
Save time for your developers: Eliminate data duplication or swivel-chairing between tools
Boost collaboration: Get updates and exchange comments instantly, resulting in the most accurate, data to relay back to customers
Provide more autonomy: Allow teams to work in the tools they prefer, without sacrificing communication and efficiency
Automate traceability: Sit back and let the integration insert backlinks for seamless project management and customer support
Foster a responsive and customer-centric development process with fast, scalable, and reliable integration.
See how to integrate Jira and Salesforce
See how you can automate data exchange between tools to facilitate seamless collaboration across sales, support, and development teams. Flow features, stories, tasks, cases, and various work items to the right team. Make status updates, default and custom fields, comments, attachments, and relationships visible in both tools instantly.
Watch this demo to see how:
An incident in ServiceNow flows to Atlassian Jira as a bug, however the team realizes this bug needs to be addressed by a team utilizing Azure DevOps, and the bug flows to them
Attributes, default and custom fields, attachments, comments, relationships, and status updates are exchanged in real-time across all tools
A collaborative environment is created through synchronizing comments and files
Traceability and Visibility are established, resulting in increased efficiency and value
Planview Hub’s model-based integration allows for fast and easy integration setup
If your CRM and project management teams are using a combination of Planview AdaptiveWork and Salesforce and are struggling with unified project visibility and collaboration across teams and tools, integration is the solution.
This integration empowers organizations to synchronize their project management efforts in AdaptiveWork with the customer-centric functionalities of Salesforce. Product Managers, working in AdaptiveWork, can visually track and manage the flow of work from strategy to delivery. Once features are ready for development, the information seamlessly flows into Salesforce, allowing developers to initiate their work while ensuring alignment with customer requirements.
AdaptiveWork and Salesforce Integration Benefits
Contribute to more efficient project delivery and customer satisfaction, without any of the overhead:
Improve data accuracy and quality: Avoid human error and poor data fidelity
Save on costly resources: Better understand the impact of projects on customer relationships and allocate resources accordingly
Automated workflows: Relevant updates are automatically reflected in both tools, reducing manual effort and streamlining work
Centralize visibility for managers: Easily see the status of work from a single location
Increased customer satisfaction: Syncing of customer data allows projects to meet the unique needs and priorities of each customer
End-to-end traceability: Sit back and let the integration insert backlinks for seamless workflows
Provide more autonomy: Allow each team to use the tool that best meets their needs
See how to integrate AdaptiveWork and Salesforce
See how you can automate data exchange between Planview AdaptiveWork and Salesforce to facilitate seamless collaboration across your project management and sales teams. Effortlessly route project data, leads, opportunities, and essential work items to the appropriate teams. Ensure that status updates, custom fields, comments, attachments, and relationships are synchronized between both tools instantly.
Watch this demo to see how:
An opportunity created in Salesforce triggers the creation of a project AdaptiveWork
Key customer information, project details, and timelines are automatically populated, eliminating the need for manual data entry and reducing the risk of errors
Updates such as changes in customer requirements, project timelines, and progress are communicated seamlessly between teams
Planview Hub’s model-based integration allows for fast and easy integration setup
Planview Hub delivers software integrations for every tool in your value stream
Get more people building software and less people manually duplicating information between tools. With Planview integrations, you can restore tens of thousands of hours of productivity to your workforce. Let teams work in their tools of choice and let Planview take care of the data exchange.
