Create new Cases in Workbooks CRM when new JIRA Issues are raised

Keep track of all of your customer interactions in one place by allowing automation to do the heavy lifting. Once active, this integration will automatically create a new case in Workbooks every time a new issue is raised in Jira, saving you from the hassle of duplicate entry.

Note: See this Workbooks Knowledge Base page for more information about this Zap Template

How this JIRA-Workbooks CRM integration works

  1. A new issue is raised in JIRA
  2. Zapier creates a new case in Workbooks CRM

Apps involved

  • JIRA
  • Workbooks CRM
Create new Cases in Workbooks CRM when new JIRA Issues are raised
JIRA integration logo

JIRA is a bug and issue tracking software tool that allows software developers to manage product development and build better software.

Workbooks CRM integration logo

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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