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Set up your first integration
Quickly connect Jira Software Server to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jira Software Server 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 Server.
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 Server and Salesforce, automating your workflow.
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Frequently Asked Questions about Jira Software Server + 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 Server and Salesforce
What is required to integrate Jira Software Server with Salesforce?
To integrate Jira Software Server with Salesforce, you'll need user accounts on both platforms, appropriate access rights, and possibly some help from IT for setting up webhooks. You should also be aware of the necessary triggers in Jira, such as issue creation or updates, and the desired actions in Salesforce that should occur as a result of these triggers.
How do we handle authentication when connecting Jira Software Server to Salesforce?
Authentication typically involves API tokens or OAuth credentials specific to each platform. Our integration process will guide you through securely entering these credentials to ensure a seamless connection between Jira Software Server and Salesforce.
Can we create a Salesforce record when a new issue is created in Jira?
Yes, you can configure the integration so that every time a new issue is created in Jira Software Server, a corresponding record is automatically created in Salesforce. The specifics of what data is transferred and how it's mapped can be configured during the setup process.
What happens when an issue in Jira is updated? Can it trigger an update in Salesforce?
Definitely! An update to an issue in Jira can trigger updates in Salesforce as well. You can set specific rules for which fields trigger updates and how they map between the two systems, ensuring both platforms remain synchronized.
How do we manage conflicts if there are changes made simultaneously on both platforms?
Conflict management during simultaneous changes needs careful planning. Our integration tools allow you to define rules on conflict resolution, such as prioritizing updates from one system over the other or alerting users when conflicts arise.
Can actions taken within Salesforce affect data within Jira Software Server?
Yes, actions within Salesforce can indeed affect data within Jira. For example, closing an opportunity in Salesforce can trigger an action to transition related issues or resolve tasks within Jira Software Server as per your configuration settings.
Is it possible to automate workflows between the two systems? If so, how?
Certainly! Workflows between Jira Software Server and Salesforce can be automated using our integration tools by setting up triggers and corresponding actions across both platforms. Automation rules can be tailored to your business needs to improve efficiency.
Practical ways you can use Jira Software Server and Salesforce
Track key opportunities with Jira updates
When a Jira issue is updated, Zapier updates a Salesforce opportunity linked to the issue. This automation streamlines the process of keeping sales data up to date, reducing manual effort while giving business owners real-time insights into critical deals.
Business Owner
Log Salesforce opportunities as Jira issues
Every time a new opportunity is logged in Salesforce, Zapier automatically creates a corresponding issue in Jira. This helps IT teams track system changes required for new deals and aligns development cycles with sales efforts, ensuring no detail is overlooked.
ITCreate Salesforce tasks from new Jira issues
When a new issue is created in Jira, Zapier automatically creates a corresponding task in Salesforce. This ensures that project updates are synchronized with sales activities. Teams can improve task tracking and foster better cross-functional communication.
Project ManagementSupported 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.
- ProjectRequired
Try ItTriggerPolling- New Issue Type
Triggers when you add a new issue type.
Try ItTriggerPolling - New Project
Triggers when a project is added.
Try ItTriggerPolling - IssueRequired
- UserRequired
ActionWrite
- JqlRequired
Try ItTriggerPolling- New Priority
Triggers when you add a new priority.
Try ItTriggerPolling - ProjectRequired
Try ItTriggerPolling- IssueRequired
- FileRequired
ActionWrite
