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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Jira Software Server and Zoho CRM, automating your workflow.

Supported 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
  Required
Trigger
Polling
Try It
New Issue Type
Triggers when you add a new issue type.
Trigger
Polling
Try It
New Project
Triggers when a project is added.
Trigger
Polling
Try It
- Issue
  Required
- User
  Required
Action
Write
- Format_info
- Project
  Required
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Keyword
  Required
Action
Search

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Jql
  Required
Trigger
Polling
Try It
New Priority
Triggers when you add a new priority.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Issue ID or Key
  Required
- File
  Required
Action
Write
- Issue Key
  Required
Action
Write
- Key
- Summary
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Jira Software Server and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Jira Software Server on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Jira Software Server to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Jira Software Server + Zoho CRM 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 Zoho CRM

What are the available triggers when integrating Jira Software Server with Zoho CRM?

When integrating Jira Software Server with Zoho CRM, we offer several triggers such as 'New Issue', which captures when an issue is created in Jira, and 'Issue Updated' to catch any changes made to existing issues. Similarly, 'New Comment' triggers when a comment is added to an issue.

Can I create new leads in Zoho CRM from Jira issues?

Yes, by setting up the integration, you can configure actions where new issues in Jira can automatically generate new leads in Zoho CRM. This helps streamline your sales pipeline by ensuring that potential opportunities identified via support or project management are not missed.

How do I update contact records in Zoho CRM based on activity in Jira Software Server?

Using our platform, you can create automation that updates contact records in Zoho CRM when specific actions happen in Jira Software Server, like moving an issue to a different status or adding a high-priority label.

Is it possible to send notifications within Zoho CRM when a task is completed in Jira Software Server?

Indeed, part of the integration allows you to notify users within Zoho CRM whenever specific tasks or issues are marked as completed in Jira. This action keeps everyone informed and ensures continuity across platforms.

How do I sync customer information from Zoho CRM into Jira Software Server?

Through our integration setup, customer information such as names and contact details can be synchronized from Zoho CRM into your selected fields within Jira. This could be triggered by events such as updating a customer record or adding a new deal.

What type of data mapping capabilities exist between these two platforms?

Our integration offers extensive data mapping capabilities allowing you to link different fields between Jira Software Server and Zoho CRM. You can map fields like issue descriptions to deal notes or priority levels to lead statuses.

Does the integration support multi-step workflows between Jira and Zoho CRM?

Yes, our integration supports creating complex multi-step workflows. For instance, an update on an issue priority could trigger a task creation in Zoho and then notify the relevant sales representative via email.

About Jira Software Server

Jira is a bug and issue tracking tool that allows software developers to manage product development and build better software. This integration connects to self-hosted instances of Jira.

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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CRM (Customer Relationship Management)Zoho

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Jira Software Server and Zoho CRM to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Jira Software Server and Zoho CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Jira Software Server on the Zapier blog

How to turn Google Forms entries into tasks and projects

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Frequently Asked Questions about Jira Software Server + Zoho CRM integrations

Connect Jira Software Server to Zoho CRM on the world's largest no-code automation platform