
Get a complete view of your customers across support, dev, and your Salesforce and Microsoft Dynamics CRM
Get a complete view of your customers across support, dev, and your Salesforce and Microsoft Dynamics CRM
Get a complete view of your customers across support, dev, and your Salesforce and Microsoft Dynamics CRM
When customers need help, agents want detailed info about the individual and their account, stored in the CRM. Jira Cloud for CRM lets Jira Service Desk agents see rich customer data right from their resolution screen.
When a client asks for a new feature or dev task, PMs need to view account info to prioritize and work on the request. With CRM for Jira Cloud, they can now easily tie customer information to Jira Software issues.
It's easy to connect your Jira Cloud instance to your CRM. Provide your account credentials, tell us which CRM fields you want to display and you're done!
More details
Jira Cloud for CRM gives you an easy way to connect your Jira Cloud instance to your CRM so you can view rich customer data right within Jira Cloud tickets. This marketplace app is built and supported by Atlassian and currently connects with Salesforce and Microsoft Dynamics.
Key highlights
- Link your CRM instance to your Jira Cloud site.
- View CRM contact and account data from the Jira Service Desk and Jira Software issue resolution screen. CRM contacts are matched to Jira Cloud users via their email addresses.
- Relate multiple CRM contacts or accounts to Jira Cloud issues.
If you’re looking for additional app capabilities like comment and ticket syncing with Salesforce, check out our partners like ServiceRocket and Go2Group.
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Versions
Jira Cloud • Released 2020-06-17
Summary
v1007.0.1-AC
Installation
- Log into your Jira instance as an admin.
- Click the admin dropdown and choose Add-ons. The Find new apps or Find new add-ons screen loads.
- Locate Jira Cloud for CRM (Official).
- Click Install to download and install your app.
- You're all set! Click Close in the Installed and ready to go dialog.