Case Study: Forum One eliminates departmental data silos with Celigo

Forum One Eliminates Departmental Data Silos With Celigo

Forum One, a full-service digital agency, was struggling with disconnected systems and manual work caused by data silos between Salesforce and its new PSA system, OpenAir. While evaluating a replacement for its unreliable PSA tool, the company turned to Celigo and its OpenAir–Salesforce Integration App to connect the platforms.

Celigo implemented a preconfigured integration that automatically creates projects in OpenAir when deals close in Salesforce and syncs key project data back into Salesforce. The result was less manual labor, more consistent and up-to-date information, and fewer mistakes. Forum One also used Celigo integrator.io to connect BambooHR with OpenAir, helping the team expand integrations as new apps were added.

Forum One

Jeffer Traynor

Solutions Architect