How to connect Freshsales Classic + Jira Software Cloud
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- New AccountTriggers when a new account is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Add Note to ContactAdds a note to a contact.Action
- Add Note to DealAdds a note to a deal.Action
- Add Note to LeadAdds a note to a lead.Action
- Freshsales Classic
Adds a note to a sales account.
Scheduled
Action
- Freshsales Classic
Creates a new account.
Scheduled
Action
- Freshsales Classic
Creates a new contact.
Scheduled
Action
- Freshsales Classic
Creates a new deal.
Scheduled
Action
- Freshsales Classic
Creates a new lead.
Scheduled
Action
- Freshsales Classic
Delete an existing contact.
Scheduled
Action
- Freshsales Classic
Convert a Lead.
Scheduled
Action
- Freshsales Classic
Updates an existing account.
Scheduled
Action
- Freshsales Classic
Updates an existing contact.
Scheduled
Action
- Freshsales Classic
Updates an existing deal.
Scheduled
Action
- Freshsales Classic
Updates an existing lead.
Scheduled
Action
- Freshsales Classic
Find an existing account by name.
Scheduled
Action
- Freshsales Classic
Find an existing contact by email.
Scheduled
Action
- Freshsales Classic
Find an existing lead by email.
Scheduled
Action
- Freshsales Classic
Search the matching Contacts
Scheduled
Action
- Freshsales Classic
Search the matching Leads
Scheduled
Action
- Jira Software Cloud
Triggers when a new issue is created.
Scheduled
Trigger
- Jira Software Cloud
Triggers when a new issue is added that matches some JQL.
Scheduled
Trigger
- Jira Software Cloud
Triggers when an existing issue is updated.
Scheduled
Trigger
- Jira Software Cloud
Adds an attachment to an issue.
Scheduled
Action
- Jira Software Cloud
Adds a new comment to an issue.
Scheduled
Action
- Jira Software Cloud
Creates a link (e.g. "is blocked by") between two issues.
Scheduled
Action
- Jira Software Cloud
Adds a new watcher to an issue.
Scheduled
Action
- Jira Software Cloud
Creates a new issue.
Scheduled
Action
- Jira Software Cloud
Updates an existing issue.
Scheduled
Action
- Jira Software Cloud
Searches for an issue by summary or key.
Scheduled
Action
- Jira Software Cloud
Finds an existing user.
Scheduled
Action
How Freshsales Classic + Jira Software Cloud Integrations Work
- Step 1: Authenticate Freshsales Classic and Jira Software Cloud.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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