Conecte Jira Software Cloud y Salesforce para desbloquear el poder de la automatización
- No se requiere tarjeta de crédito
- Free para siempre para las funciones principales
- Prueba de 14días para funciones y aplicaciones premium
Configura tu primera integración
Conecte rápidamente Jira Software Cloud a Salesforce con una plantilla Zapier.
Nuestra plantilla más popular
Cómo funciona Zapier
Zapier facilita la integración de Jira Software Cloud con Salesforce - sin código. Vea cómo puede realizar la configuración en minutos.
Elija un trigger
Un trigger es el evento que inicia su Zap, como un "Nuevo problema" de Jira Software Cloud.
Añade tu acción
Una acción ocurre después del trigger, como "Agregar contacto a la campaña" en Salesforce.
¡Estás conectado!
Zapier se conecta sin problemas Jira Software Cloud y Salesforce, automatizando su flujo de trabajo.
Desencadenantes y acciones compatibles
Zapier te ayuda a crear flujos de trabajo que conectan tus aplicaciones para automatizar tareas repetitivas. Un trigger es un evento que inicia un flujo de trabajo, y una acción es un evento que realiza un Zap.
- Proyecto
- Estado
PruébaloDesencadenarSondear- Proyecto
- Estado
PruébaloDesencadenarSondear- AsuntoRequerido
- ComentarioRequerido
AcciónEscribir- AsuntoRequerido
- Usuario
AcciónEscribir
- JQL
- Order_by
PruébaloDesencadenarSondear- AsuntoRequerido
- AdjuntoRequerido
AcciónEscribir- Primer númeroRequerido
- Tipo de enlaceRequerido
- Segundo númeroRequerido
AcciónEscribir- AsuntoRequerido
- Time SpentRequerido
- Work Description
- Started Date
AcciónEscribir
Zapier es la plataforma de automatización elegida por el 87% de las empresas de Forbes Cloud 100 en 2023
93%
Clientes que dicen que usar Zapier los ha ayudado a mejorar en su trabajo
25m
Los clientes han creado más de 25 millones de Zaps en la plataforma
6 minutos
El usuario promedio tarda menos de 6 minutos en configurar un Zap
Formas prácticas de utilizar Jira Software Cloud y Salesforce
Create Salesforce tasks for updated Jira issues
Keep client-facing teams informed on product issues. When an issue is updated in Jira, Zapier creates a task in Salesforce for the relevant account or contact group. This bridges gaps between Engineering and Sales, boosting collaboration and responsiveness.
Ingeniería
Sync Salesforce leads to Jira for IT tracking
Ensure that new leads in Salesforce are assigned to IT projects in Jira. When a new lead is created in Salesforce, Zapier creates a corresponding issue in Jira with all relevant details. This streamlines how IT tracks technical evaluations for potential clients, saving time and reducing errors.
IT
Push updated Salesforce opportunities to Jira as tickets
Keep Sales and Engineering aligned on key deliverables. When the status of an opportunity changes in Salesforce, Zapier creates or updates a Jira issue. This makes it easy to track work required to close deals and improves visibility for both teams.
Operaciones de ventasAprenda a automatizar Jira Software Cloud en el blog de Zapier
Aprenda a automatizar Salesforce en el blog de Zapier
Frequently Asked Questions about Jira Software Cloud + Salesforce integrations
¿Eres nuevo en la automatización con Zapier? No estás solo. Aquí encontrará algunas respuestas a preguntas comunes sobre cómo funciona Zapier con Jira Software Cloud y Salesforce
Can Jira Software Cloud and Salesforce be integrated using triggers and actions?
Yes, by integrating Jira Software Cloud with Salesforce, you can set up triggers and actions. For instance, a new support case in Salesforce can trigger the creation of an issue in Jira. Similarly, an updated project status in Jira could update the corresponding record in Salesforce.
What are common triggers when integrating Jira with Salesforce?
Common triggers include events like the creation or updating of a record in Salesforce or a new comment or task update in Jira Software Cloud. These triggers can initiate actions such as creating tasks or updating records across both platforms.
Are there any specific actions that can be automated with this integration?
Yes, specific actions like creating a new ticket in Jira from a Salesforce opportunity or updating a lead status in Salesforce when a corresponding task is completed in Jira are some examples of automation possible with this integration.
How often does the integration between Jira and Salesforce sync data?
The synchronization frequency depends on how you've set up your triggers and actions. Generally, the systems update data as soon as the triggering event occurs, ensuring timely information flow between Jira and Salesforce.
What should I do if there’s a conflict between data updates from Jira and Salesforce?
In case of data conflicts, it's important to have a clear strategy for prioritizing changes from either platform. Our system allows you to set rules for handling such conflicts according to your business needs.
Can custom fields be mapped during the integration process?
Absolutely, custom fields from both Jira and Salesforce can be mapped during the setup process, allowing for tailored data flow that meets your organization’s unique needs.
¿Es posible probar la integración antes de ponerla en marcha?
Yes, we provide options to test your integrations before fully implementing them across your systems. Testing helps ensure that triggers and actions perform as expected without affecting live data.
