1.Monitors new issue comments
Integrate Jira Software Cloud and ticket comment feeds to capture new issue comment events and expose the issue key and payload.
Add issue comments to deal notes in CRM
Automatically capture new issue comments across Jira Software Cloud and HubSpot. Create and update CRM notes when new comment posted, issue comment edited, or issue discussion updated so you can log deal context, attach notes to the right deal, and filter bot entries without manual note entry.
How this automation creates deal notes from issue comments
When issue comments arrive but deal context stays trapped in a ticket tool, account teams miss key underwriting and credit signals. This automation captures qualifying comments, finds the matching CRM deal, and creates engagement notesβso your team can see context instantly.
Jira Software Cloudor swap with your favorite app
2.Filters qualifying comments
Integrate Filter by Zapier and comment rules to filter out system-generated or bot comments so only human-authored notes proceed.
Filter by Zapieror swap with your favorite app
3.Finds matching deal record
Integrate HubSpot and CRM lookup to find a deal by issue key mapped to the configured identifier property.
HubSpotor swap with your favorite app
4.Creates deal engagement note
Integrate HubSpot and note creation to create an engagement note and attach it to the found deal ID.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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