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Create leads in Odoo CRM from new issues in Jira Software Cloud
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Jira Software Cloud + Odoo CRM

Create leads in Odoo CRM from new issues in Jira Software Cloud

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Jira Software Cloud + Odoo CRM

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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 Cloud.

Add your action

An action happens after the trigger—such as "Create Lead" in Odoo CRM.

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Zapier seamlessly connects Jira Software Cloud and Odoo 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
- Status
Trigger
Polling
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- Project
- Status
Trigger
Polling
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- Issue
  Required
- Comment
  Required
Action
Write
- Issue
  Required
- User
Action
Write
- Format_info
- Project
  Required
- Issue Type
  Required
Action
Write

- Format_info
- Issue
  Required
- Status
Action
Write
- Attachment ID
  Required
Action
Search

- Summary
- Key
- Fields
Action
Search
- JQL
  Required
- Fields
Action
Search
- Filter Name
- Owner Name
Action
Search
- Board
  Required
- Sprint
  Required
Action
Search
- Summary
- Key
- Fields
- Format_info
- Project
  Required
- Issue Type
  Required
Action
Search or write
Create Lead
Creates a lead.
Action
Write

- JQL
- Order_by
Trigger
Polling
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- Issue
  Required
- Attachment
  Required
Action
Write
- First Issue
  Required
- Link Type
  Required
- Second Issue
  Required
Action
Write
- Issue
  Required
- Time Spent
  Required
- Work Description
- Started Date
Action
Write
- Issue
  Required
- Project
- Board
  Required
- Sprint
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Project
  Required
- Name
  Required
Action
Search
- Filter
  Required
- Max Results
- Fields
Action
Search
- Key
- Fields
Action
Search
- Search by Parameter
  Required
Action
Search
- Keyword
  Required
Action
Search
New Lead
Triggers on a new lead.
Trigger
Polling
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Connect Jira Software Cloud and Odoo 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.

Create more impactful campaigns with automation

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 Cloud on the Zapier blog

Learn how to automate Odoo CRM on the Zapier blog

Make work flow with AI

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

Learn about AI automation

Frequently Asked Questions about Jira Software Cloud + Odoo 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 Cloud and Odoo CRM

What triggers can be used to initiate a Jira Software Cloud to Odoo CRM integration?

When integrating Jira Software Cloud with Odoo CRM, common triggers include the creation of a new issue, updates to an existing issue, or transitioning an issue to another stage within Jira. For instance, the creation of a new task in Jira can trigger actions within your Odoo CRM setup.

Can we automate the creation of records in Odoo CRM based on Jira issues?

Yes, you can automate the process of creating records in Odoo CRM when certain conditions or triggers are met within Jira Software Cloud. For example, whenever a new issue is created in a specific project in Jira, it can automatically create a customer lead or opportunity in Odoo CRM.

How do updates made in Jira sync with Odoo CRM?

Updates made in Jira can be configured to trigger tasks that will update fields within Odoo CRM. For instance, if an issue's status changes or additional comments are added in Jira, these can sync with corresponding fields or notes within the associated contact record in Odoo.

What actions can be taken automatically in Odoo CRM from changes in Jira?

Several actions such as creating leads, updating contact information, scheduling follow-up tasks, and notifying sales teams can be automated within Odoo CRM when certain changes occur within Jira.

Is it possible to track time spent on tasks across both platforms?

Yes, by setting up integrations between both platforms, time logged on issues in Jira Software Cloud can be recorded against projects or clients managed within the Odoo ecosystem. This helps maintain seamless time tracking across projects handled by different teams.

Does our integration support bidirectional synchronization?

The integration supports bidirectional synchronization for certain types of data and events. For example, you could have updates applied in either system reflect on both platforms for issues details and status updates. However, some custom configurations may require additional setup.

Are there any limitations when integrating workflow transitions between these systems?

There are some limitations depending on how complex your workflows are set up. Generally speaking, simple workflow transitions like changing statuses or moving issues between stages work well with automation rules sent from one system to update another. Complex workflows might require more detailed mapping and possibly custom scripting.

About Jira Software Cloud

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

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Related categories

Project Management

About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Podio

Project Management

Odoo ERP Self Hosted

CRM (Customer Relationship Management)

Airtable

Databases

Connect Jira Software Cloud and Odoo CRM to unlock the power of automation

Set up your first integration

Create leads in Odoo CRM from new issues in Jira Software Cloud

Create leads in Odoo CRM from new issues in Jira Software Cloud

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 Cloud and Odoo 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 Cloud on the Zapier blog

How to use OpenAI to add acceptance criteria to product issues

Learn how to automate Odoo CRM on the Zapier blog

5 ways to automate Odoo CRM

Make work flow with AI

Frequently Asked Questions about Jira Software Cloud + Odoo CRM integrations

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