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Connect Jira Software Server to Salesforce like Magic

How to Use Magical to Transfer Data from Jira Software Server to Salesforce
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Transfer Data from Jira Software Server to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Jira Software Server to Salesforce in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Jira Software Server to Salesforce, helping you streamline your project management and sales processes.

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More Jira Software Server integrations with Magical

What Jira Software Server data can you transfer

Magical enables you to transfer a wide array of data from Jira Software Server to Salesforce. Here are some examples of the information you can extract:

Issue Key
Summary
Issue Type
Status
And move more types of information by creating your own custom labels.

How to Transfer data from Jira Software Server to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Jira Software Server to Salesforce for more efficient project management and sales. Follow these steps:

  1. Sign in to your Jira Software Server account and open the issue containing the data you want to transfer, such as issue key, issue type, issue status, and assignee.
  2. In Jira Software Server, label the information you want to transfer with Magical, like Issue Key, Issue Type, Issue Status, or Assignee.
  3. Sign in to your Salesforce account and open the record where you want to add the Jira Software Server data.
  4. Type "//" in an empty field and select the information you want to transfer from Jira Software Server such as Issue Key, Issue Type, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Jira Software Server and Salesforce

Efficient project management and sales processes are crucial to maintaining customer satisfaction and business growth. Jira Software Server is a powerful project management platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your project management and sales efforts. By leveraging Magical, you can easily move information from Jira Software Server to Salesforce, allowing you to focus on managing projects and improving customer relationships.

Other ways to connect Jira Software Server and Salesforce

Using Zapier

Zapier provides a seamless connection between Jira Software Server and Salesforce, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Jira Software Server and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower project management and sales teams with real-time insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Jira Software Server and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Jira Software Server. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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