Salesforce is great but using Connect can make it even better
If you’re a sales rep, chances are that you regularly use Salesforce to manage your leads, accounts, contacts, and opportunities. Salesforce helps you spend less time doing administrative work and more time on winning new customers. But however useful Salesforce is, there are always ways to make it better. And here’s where Connect steps in, boosting your Salesforce workflow and making you work smarter, for example by
automatically creating a JIRA issue each time a Salesforce opportunity is updated, created or deleted
How to do it
To let Salesforce talk to JIRA with Connect:
1. Add two accounts:
- one for Salesforce:
- and one for JIRA :)
2. Configure Salesforce as a source:
3. Configure JIRA as a destination.
Try this connection now and see how magically Connect will boost your own workflow with few simple clicks.
Some other scenarios in which Connect may help you boost your daily workflow include:
keeping your sales team up to date on sales and marketing activities by sending automatic HipChat alerts for new Salesforce leads or opportunities
informing sales team that a lead turned into customer (HipChat, mail)
informing customers or your account department via email that payment in Salesforce has been received
sending HipChat notifications for new Salesforce leads