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What’s really holding back your team’s productivity? Syncing data between Salesforce and Jira often feels like a juggling act. Testing new configurations can disrupt workflows, and limited flexibility leaves teams stuck with inefficient setups.
Plum CRM’s Connections feature changes the game. By enabling safe experimentation and seamless configuration management, this innovation empowers teams across sales, support, and development to operate more efficiently and collaboratively.
Streamlining Workflows Across Functions
For teams relying on Salesforce and Jira, streamlined integrations are crucial. Connections addresses key pain points by enabling users to:
Test new configurations risk-free, without impacting live workflows.
Switch seamlessly between setups, with previous configurations saved for reactivation.
Customize workflows to meet evolving needs and ensure efficient data flow.
How the Connections Feature Works
The intuitive Connections interface simplifies setup and management, allowing users to:
Create new configurations tailored to their requirements.
Clone existing setups for specific projects or testing.
Switch between configurations without disrupting operations.
Safely experiment with new workflows or mappings.
Note: Currently, only one connection can be enabled at a time. The ability to activate multiple configurations is under development and expected in future releases.
Why Plum CRM's Connections Feature Matters
The flexibility provided by Connections has broad applications:
Sales Teams can refine lead tracking and deal management.
Support Teams can align ticket resolutions with development updates.
Development Teams can streamline collaboration on bug fixes and feature requests.
These tailored workflows reduce resolution times, improve data accuracy, and enable teams to respond quickly to changing needs—all without downtime or errors.
Smarter Solutions for Modern Workflows
Connections is now live for all Plum CRM cloud users and can be accessed via your dashboard. Check out our release notes for more details or log in to start experimenting today.
Plum CRM is redefining integrations, delivering solutions that enable agility and scalability. If you are new to Plum CRM and are ready to transform how your teams collaborate, let’s innovate, one connection at a time. Write to us at sales@goldfingerholdings.com or try out the plugin through the Atlassian Marketplace or Salesforce AppExchange.