EngageBay CRM + Jira Software Server Integration
Integrate EngageBay CRM to Jira Software Server in one click, or tell Integrately AI how you want each deal handled. Track project tasks, update issues, log comments, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in EngageBay CRM- Contact is updated in EngageBay CRM
- Owner is created in EngageBay CRM
- Deal is created in EngageBay CRM
- Deal is updated in EngageBay CRM
- Form is submitted in EngageBay CRM
- List is created in EngageBay CRM
- Company is created in EngageBay CRM
- Company is updated in EngageBay CRM
Issue is created in Jira Software Server- Issue is updated in Jira Software Server
- Issue is created(via JQL) in Jira Software Server
- Project is created in Jira Software Server
- Comment is added in Jira Software Server
- Issue type is created in Jira Software Server
- Issue priority is created in Jira Software Server
2.
- Create a contact in EngageBay CRM
- Update contact in EngageBay CRM
- Search contact by email in EngageBay CRM
- Add tag to a contact in EngageBay CRM
- Remove tag from contact in EngageBay CRM
- Search contact in EngageBay CRM
- Add contact to a form in EngageBay CRM
- Create a company in EngageBay CRM
- Search company in EngageBay CRM
- Update issue in Jira Software Server
- Create issue in Jira Software Server
- Search issue by field in Jira Software Server
- Add comment to issue in Jira Software Server
- Add watcher to issue in Jira Software Server
- Get comment by issue in Jira Software Server
- Search user in Jira Software Server
- Search user by email in Jira Software Server
Trusted by experts at...
Ready Workflows for EngageBay CRM + Jira Software Server Integration
Create issues for new deals, track updates, log project comments, and sync company records, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your EngageBay CRM + Jira Software Server flow
Route new deals and issues into your broader team tools for complete visibility. Pick a combination and activate it in one click.
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Slack (8)
Slack (8) +
Confluence (8)
Confluence (8) +
GitHub (8)
GitHub (8) +
Google Drive (8)
Google Drive (8) +
Gmail (8)
Gmail (8) +
Zoom (8)
Zoom (8) E
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Create a Jira Software Server issue for every new EngageBay CRM deal, and notify your sales channel in Slack.
New EngageBay CRM deals instantly generate a Jira Software Server issue and notify your sales team in Slack.
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Create a Jira Software Server issue for every new EngageBay CRM contact, and alert your support team in Slack.
New EngageBay CRM contacts generate a Jira Software Server issue and alert your support team in Slack.
J
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When a Jira Software Server issue is updated, update the EngageBay CRM contact and post an alert in Slack.
Jira Software Server issue updates instantly refresh EngageBay CRM contacts and notify Slack.
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Search Jira Software Server issues for every new EngageBay CRM company, and notify your team in Slack.
New EngageBay CRM companies trigger a Jira Software Server search and notify your team in Slack.
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If an EngageBay CRM deal is high value, create a Jira Software Server issue and notify your sales channel in Slack.
High-value EngageBay CRM deals automatically open a Jira Software Server issue and alert Slack.
J
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When a Jira Software Server comment is added, add a tag to the EngageBay CRM contact and update Slack.
Jira Software Server comments automatically add tags to EngageBay CRM contacts and update Slack.
E
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Use ChatGPT to summarise EngageBay CRM form submissions, create a Jira Software Server issue, and alert your team in Slack.
ChatGPT summarises EngageBay CRM form submissions before creating a Jira issue and notifying Slack.
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Turn every EngageBay CRM deal into a Jira Software Server issue, create a Google Drive folder, and announce it in Slack.
Deals create Jira issues and Google Drive folders while announcing updates in Slack.
Supported triggers and actions for EngageBay CRM and Jira Software Server
Mix and match to build the exact automation you need
EngageBay CRM Triggers & Actions
Jira Software Server Triggers & Actions
Issue is created in Jira Software Server
Triggers the automation when a new issue is created
Try it → Issue is created(via JQL) in Jira Software Server
Triggers the automation when a new issue is created via JQL
Try it → Project is created in Jira Software Server
Triggers the automation when a new project is created
Try it → Issue type is created in Jira Software Server
Triggers the automation when a new issue type is added
Try it → Issue priority is created in Jira Software Server
Triggers the automation when priority is assignd to any issue
Try it → What can you automate with EngageBay CRM + Jira Software Server?
Streamline your entire workflow by connecting EngageBay CRM triggers directly to Jira Software Server actions.
⚡
Create Jira issues from new deals automatically
Generate a Jira Software Server issue the moment a new deal is created in EngageBay CRM, eliminating manual handoffs between sales and engineering teams.
📋
Capture every submitted form field
Map all submitted details from EngageBay CRM forms directly into Jira Software Server issue descriptions and custom fields.
🔔
Notify your team instantly on updates
Send instant team alerts in Slack or via email whenever a new deal or contact triggers a Jira issue creation.
🔀
Route tasks based on deal criteria
Create high-priority Jira Software Server issues or standard tasks based on specific deal values and form selections in EngageBay CRM.
🔄
Keep issue and contact records in sync
Update EngageBay CRM contact records automatically whenever corresponding Jira Software Server issues change status.
🛡️
Search and update without creating duplicates
Search existing issues and contacts before creating new records, ensuring your workspace remains clean and organised.
📊
Handle later status changes smoothly
Update CRM deals and contact tags automatically when project comments or issue resolutions occur in Jira Software Server.
🌐
Extend workflows to Slack and other apps
Connect your core pair with Slack, Gmail, or Google Drive to build robust multi-step automation pipelines.
And much more...
Who is EngageBay CRM + Jira Software Server integration for?
Connecting EngageBay CRM and Jira Software Server streamlines project management for growing businesses by bridging sales pipelines and engineering issue tracking.
Performance analysts
Support engineers
Account managers
Sales operations leads
Project coordinators
Customer success managers
📈
Performance analysts
You review deal conversion metrics and project turnaround times, but your reports rely on manual exports that leave pipeline data outdated — with this integration, every new deal and issue syncs instantly so your reporting remains accurate.
🚨
Support engineers
You need to act fast when client requests arrive, but you find out about new accounts hours later after sales handoffs finish — with this integration, every EngageBay CRM contact and deal instantly generates a Jira Software Server issue.
🤝
Account managers
You answer to clients who want immediate visibility into their engineering tasks, but tracking down progress across systems takes hours — with this integration, every project update flows seamlessly between your CRM and Jira boards.
⚙️
Sales operations leads
The volume of inbound deals is too high for anyone to keep up with by hand, leading to missed project handoffs — automating both apps means every deal automatically creates the necessary Jira issue without manual data entry.
💻
Project coordinators
You own the development sprint and depend on sales teams to hand over complete deal details, but crucial information often gets lost — connecting these apps means every submission and deal detail lands directly in your issue tracker.
🗂️
Customer success managers
You need a reliable history of every client interaction and technical issue, but you keep finding gaps between your CRM records and project boards — automating both apps means your records stay complete and synchronised.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate EngageBay CRM + Jira Software Server
Build and manage your EngageBay CRM + Jira Software Server automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect EngageBay CRM + Jira Software Server with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect EngageBay CRM to Jira Software Server?
You can connect EngageBay CRM to Jira Software Server using 1-click automations on Integrately alongside tools like Slack, Confluence, and Gmail. Pick a ready template or ask Integrately AI to build your custom workflow instantly.
Can I automatically create Jira issues from new EngageBay CRM deals?
Can I connect EngageBay CRM, Jira Software Server, and Slack?
What is a good Zapier alternative for EngageBay CRM and Jira Software Server?
How does EngageBay CRM handle contacts and deals during automation?
How does Jira Software Server manage issues during automation?
Do I need coding skills to connect EngageBay CRM and Jira Software Server?
Is the EngageBay CRM and Jira Software Server integration free?
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