Information Technology & Services
OpenAir-Salesforce Integration App, Integrator.io for custom integrations
Jeff Traynor, Solutions Architect at Forum One, had worked for other organizations with similar challenges and understood the critical need for integrated applications. So, finding an integration solution that could easily connect Salesforce with their new PSA system was top of mind for him.
“As we were looking at OpenAir, we came across Celigo’s OpenAir – Salesforce Integration App,” said Jeff Traynor, Solutions Architect at Forum One. “We decided to move forward with OpenAir because we had so many productive conversations with the Celigo team and they proved to me that the integration offered by Celigo’s OpenAir – Salesforce Integration App was solid.”
Forum One also values the fact that Celigo makes it easy for non-technical employees to customize fields and data mappings. “The stakeholder who is primarily responsible for the OpenAir – Salesforce integration is an entirely non-technical person,” said Jeff. “But with Celigo, she can add new connections, create new custom fields and map the information over to Salesforce, all through the platform.”
As Jeff and his team were working with Celigo, they started thinking about other integrations with OpenAir that might be beneficial. “The integration between Salesforce and OpenAir opened our eyes to additional possibilities,” said Jeff. “Thanks to Celigo, we started to see OpenAir as the central source of truth for data within the organization.”
Case-in-point: The Human Resources department acquired a tool called BambooHR, but because both the HR and the Project Delivery teams needed access to time-off requests for project team members, the two systems had to be integrated. Jeff spoke with Celigo about the issue and his account manager introduced him to the capabilities of integrator.io. With integrator.io, Jeff was easily able to connect key integration flows between BambooHR and OpenAir, keeping both the HR department and the head of project delivery happy. Jeff now knows that as departments add new apps, he can continue to easily integrate them with OpenAir using the Celigo integrator.io platform.
Jeff plans a similar project connecting Jira to OpenAir in the near future.
“The Celigo integration is a benefit to everybody,” said Jeff. “There are fewer mistakes being made because we’re getting the right source data – so the integrity of the projects is better. And, people are very happy with it.”
As they continue to add applications, Forum One also discovered they can use Celigo integrator.io to ensure important data is never stranded in a silo with no easy way to sync it with other platforms. This allows everyone to continue using the tools they are comfortable with while giving them the information they need, without creating unnecessary bottlenecks or manual work.
“Our HR department likes using BambooHR, our project management team likes using Jira,” said Jeff, “and because of the Celigo integrations, each team will be able to continue using their apps for day-to-day activities, while allowing us to leverage the reporting and data management capabilities of Open Air. That’s a major benefit to everyone at Forum One.”