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Set up your first integration
Quickly connect Jira Software Cloud to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Jira Software Cloud with Salesforce - no code necessary. See how you can get setup in minutes.
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 "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Jira Software Cloud and Salesforce, automating your workflow.
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Frequently Asked Questions about Jira Software Cloud + Salesforce 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 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.
Is it possible to test the integration before going live?
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.
Practical ways you can use Jira Software Cloud and Salesforce
Code deployment monitoring
Creating an automated pipeline for monitoring code deployments, ensuring rollback capabilities in case of errors, and notifying the team about successful or failed deployments.
Engineering
Streamlining IT ticket management
Implementing a centralized system to prioritize, categorize, and track IT support tickets for faster resolution and improved communication.
IT
Automating lead assignment
Building an automation system to assign inbound leads to the appropriate sales representative based on predefined criteria like territory or specialties.
Sales OpsSupported 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
Try ItTriggerPolling- Project
- Status
Try ItTriggerPolling- Info
- Jira Cloud SiteRequired
- Jira Email AddressRequired
- Jira API TokenRequired
- Projects to Trigger On
Try ItTriggerInstant- IssueRequired
- CommentRequired
ActionWrite
- JQL
- Order_by
Try ItTriggerPolling- Info
- Jira Cloud SiteRequired
- Jira Email AddressRequired
- Jira API TokenRequired
- Projects to Trigger On
Try ItTriggerInstant- IssueRequired
- AttachmentRequired
ActionWrite- First IssueRequired
- Link TypeRequired
- Second IssueRequired
ActionWrite
