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Description
We are excited to unveil the Peeklogic Connector plugin, which is crafted to integrate Salesforce and Jira, ultimately boosting both cost-efficiency and productivity for our clients. This robust solution facilitates uninterrupted interaction between sales and development teams, removing the obstacles created by their separate environments. Envision a scenario where your support, development, and product teams engage through Jira while your sales personnel use Salesforce. Closing the divide between these groups is essential for providing exceptional customer support. Thanks to the Peeklogic Connector, you can experience enhanced communication, better collaboration, and top-tier assistance. This plugin exemplifies our commitment to continuous improvement and innovation. What began as a simple idea has evolved into a valuable tool that empowers businesses to operate more intelligently. It transcends merely connecting Salesforce to Jira or vice versa; it ensures that all team members are aligned and can accomplish tasks swiftly and efficiently. By fostering this level of integration, organizations can unlock their full potential and maximize their operational effectiveness.
Description
XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.
API Access
Has API
API Access
Has API
Integrations
Five9
Jira
Salesforce
Pricing Details
$2,400 per year
Free Trial
Free Version
Pricing Details
$99 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Peeklogic
Founded
2019
Country
United States
Website
peeklogic-jira-connector.com
Vendor Details
Company Name
Xappex
Founded
2013
Country
United States
Website
www.xappex.com/xl-connector/
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services