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Set up your first integration
Quickly connect Jira Software Cloud to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Jira Software Cloud with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Issue" from Jira Software Cloud.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Jira Software Cloud and Salesforce, automating your workflow.
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Frequently Asked Questions about Jira Software Cloud + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jira Software Cloud and Salesforce
Can Jira Software Cloud and Salesforce be integrated using triggers and actions?
Yes, by integrating Jira Software Cloud with Salesforce, you can set up triggers and actions. For instance, a new support case in Salesforce can trigger the creation of an issue in Jira. Similarly, an updated project status in Jira could update the corresponding record in Salesforce.
What are common triggers when integrating Jira with Salesforce?
Common triggers include events like the creation or updating of a record in Salesforce or a new comment or task update in Jira Software Cloud. These triggers can initiate actions such as creating tasks or updating records across both platforms.
Are there any specific actions that can be automated with this integration?
Yes, specific actions like creating a new ticket in Jira from a Salesforce opportunity or updating a lead status in Salesforce when a corresponding task is completed in Jira are some examples of automation possible with this integration.
How often does the integration between Jira and Salesforce sync data?
The synchronization frequency depends on how you've set up your triggers and actions. Generally, the systems update data as soon as the triggering event occurs, ensuring timely information flow between Jira and Salesforce.
What should I do if there’s a conflict between data updates from Jira and Salesforce?
In case of data conflicts, it's important to have a clear strategy for prioritizing changes from either platform. Our system allows you to set rules for handling such conflicts according to your business needs.
Can custom fields be mapped during the integration process?
Absolutely, custom fields from both Jira and Salesforce can be mapped during the setup process, allowing for tailored data flow that meets your organization’s unique needs.
Is it possible to test the integration before going live?
Yes, we provide options to test your integrations before fully implementing them across your systems. Testing helps ensure that triggers and actions perform as expected without affecting live data.
Practical ways you can use Jira Software Cloud and Salesforce
Create Salesforce tasks for updated Jira issues
Keep client-facing teams informed on product issues. When an issue is updated in Jira, Zapier creates a task in Salesforce for the relevant account or contact group. This bridges gaps between Engineering and Sales, boosting collaboration and responsiveness.
Engineering
Sync Salesforce leads to Jira for IT tracking
Ensure that new leads in Salesforce are assigned to IT projects in Jira. When a new lead is created in Salesforce, Zapier creates a corresponding issue in Jira with all relevant details. This streamlines how IT tracks technical evaluations for potential clients, saving time and reducing errors.
IT
Push updated Salesforce opportunities to Jira as tickets
Keep Sales and Engineering aligned on key deliverables. When the status of an opportunity changes in Salesforce, Zapier creates or updates a Jira issue. This makes it easy to track work required to close deals and improves visibility for both teams.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Project
- Status
Try ItTriggerPolling- Project
- Status
Try ItTriggerPolling- IssueRequired
- CommentRequired
ActionWrite- IssueRequired
- User
ActionWrite
- JQL
- Order_by
Try ItTriggerPolling- IssueRequired
- AttachmentRequired
ActionWrite- First IssueRequired
- Link TypeRequired
- Second IssueRequired
ActionWrite- Format_info
- Project
ActionWrite
