Create Freshworks CRM (Freshsales Suite) task from new Jira Software Server issue
Jira Software Server + Freshworks CRM (Freshsales Suite) Integration
Freshworks CRM (Freshsales Suite) + Jira Software Server Integration
Integrate Freshworks CRM (Freshsales Suite) to Jira Software Server in one click, or tell Integrately AI how you want each deal handled. Track engineering tasks, update project boards, sync issue status changes, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
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 product in Freshworks CRM (Freshsales Suite)
- Search contact in Freshworks CRM (Freshsales Suite)
- Create contact in Freshworks CRM (Freshsales Suite)
- Search contact by email in Freshworks CRM (Freshsales Suite)
- Update contact in Freshworks CRM (Freshsales Suite)
- Search contact by phone number in Freshworks CRM (Freshsales Suite)
- Get contact by id in Freshworks CRM (Freshsales Suite)
- Add note to a contact in Freshworks CRM (Freshsales Suite)
- Create task for contact in Freshworks CRM (Freshsales Suite)
- Delete contact in Freshworks CRM (Freshsales Suite)
- Create deal in Freshworks CRM (Freshsales Suite)
- Get deal by id in Freshworks CRM (Freshsales Suite)
- Search deal by name in Freshworks CRM (Freshsales Suite)
- Create task for deal in Freshworks CRM (Freshsales Suite)
- Add note to a deal in Freshworks CRM (Freshsales Suite)
- Update deal in Freshworks CRM (Freshsales Suite)
- Create or Update contact in Freshworks CRM (Freshsales Suite)
- Create account in Freshworks CRM (Freshsales Suite)
- Create task for an account in Freshworks CRM (Freshsales Suite)
- Get account by id in Freshworks CRM (Freshsales Suite)
- Search account by name in Freshworks CRM (Freshsales Suite)
- Add note to an account in Freshworks CRM (Freshsales Suite)
- Mark task as completed in Freshworks CRM (Freshsales Suite)
- Get task by id in Freshworks CRM (Freshsales Suite)
- 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 Freshworks CRM (Freshsales Suite) + Jira Software Server Integration
Create issues for new deals, track development progress, update project tasks, alert your team, and sync status changes, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Freshworks CRM (Freshsales Suite) + Jira Software Server flow
Capture deals, sync project milestones, alert team members, update repositories, and manage support tickets across your favourite tools. Pick a combination and activate it in one click.
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Slack (8)
Slack (8) +
HubSpot (8)
HubSpot (8) +
Confluence (8)
Confluence (8) +
GitHub (8)
GitHub (8) +
Bitbucket (8)
Bitbucket (8) +
Zendesk (8)
Zendesk (8) F
J
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Create a Jira Software Server issue for every new Freshworks CRM (Freshsales Suite) deal, and notify your sales team on Slack.
New Freshworks CRM (Freshsales Suite) deals instantly generate a Jira Software Server issue while Slack alerts your sales team, eliminating manual tracking delays.
J
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When an issue is updated in Jira Software Server, update the deal in Freshworks CRM (Freshsales Suite), and post an update in Slack.
Jira Software Server issue updates automatically refresh Freshworks CRM (Freshsales Suite) deals and notify your team on Slack, keeping everyone aligned on project progress.
J
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When a Jira Software Server issue moves to in progress, update the Freshworks CRM (Freshsales Suite) deal stage and notify your team in Slack.
Active development work in Jira Software Server moves your Freshworks CRM (Freshsales Suite) deal stage forward and alerts your team on Slack instantly.
F
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Create a Jira Software Server issue for every Freshworks CRM (Freshsales Suite) task, and alert your support team in Slack.
Freshworks CRM (Freshsales Suite) tasks automatically open Jira Software Server issues while notifying your support channel on Slack for immediate visibility.
F
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If a new Freshworks CRM (Freshsales Suite) deal is high priority, create a critical Jira Software Server issue and notify the engineering channel in Slack.
High-priority Freshworks CRM (Freshsales Suite) deals trigger urgent Jira Software Server issues and immediately alert your engineering channel on Slack.
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When a Jira Software Server issue is marked done, update the Freshworks CRM (Freshsales Suite) deal to closed and post the win in Slack.
Completed Jira Software Server tasks automatically mark Freshworks CRM (Freshsales Suite) deals as closed and celebrate the win on Slack.
F
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Use Claude to summarise every new Freshworks CRM (Freshsales Suite) deal note, create a Jira Software Server issue, and post the brief in Slack.
Claude turns Freshworks CRM (Freshsales Suite) deal notes into structured Jira Software Server issues and shares a concise project brief on Slack.
F
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S
Create a Jira Software Server issue from a new Freshworks CRM (Freshsales Suite) deal, create a page in Confluence, and announce it in Slack.
New deals generate a Jira Software Server issue, build a Confluence documentation page, and announce the project in Slack automatically.
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Jira Software Server
Mix and match to build the exact automation you need
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it → Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it → Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it → Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it → Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it → Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it → Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it → 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 Freshworks CRM (Freshsales Suite) + Jira Software Server?
Connect your sales pipeline and agile workspace to automate issue creation, status updates, and team notifications effortlessly.
🚀
Create Jira Software Server issues from new Freshworks CRM (Freshsales Suite) deals
Automatically generate a Jira Software Server issue the moment a new deal is created in Freshworks CRM (Freshsales Suite). Eliminate manual handoffs and get engineering work started instantly.
📋
Capture every submitted deal field and requirement
Map available Freshworks CRM (Freshsales Suite) deal properties, task notes, and contact details directly into Jira Software Server custom fields. Your engineering tickets retain complete context from the initial sales conversation.
🔔
Alert your team the moment an issue moves
Notify your team in Slack or other channels whenever a Jira Software Server issue is updated or a Freshworks CRM (Freshsales Suite) deal changes stage. Keep stakeholders informed without manual status meetings.
🔀
Route tasks conditionally based on submitted deal priority
Create high-priority Jira Software Server issues for enterprise Freshworks CRM (Freshsales Suite) deals while sending standard requests to regular backlogs. Ensure VIP clients receive immediate engineering attention.
🔄
Keep project boards and sales pipelines synchronised
Automatically update Freshworks CRM (Freshsales Suite) deal stages whenever corresponding Jira Software Server issues transition through development milestones. Maintain real-time accuracy across both platforms.
🔍
Search and update existing contacts without duplicates
Search for existing contacts or accounts in Freshworks CRM (Freshsales Suite) before creating new records, or update existing entries automatically when Jira Software Server issues change state. Prevent clutter in your CRM database.
✅
Handle completed tasks and closed deals automatically
Mark Freshworks CRM (Freshsales Suite) deals as closed won whenever linked Jira Software Server issues are marked done. Close the loop between engineering completion and commercial recognition.
🔗
Extend your workflow to Slack and other tools
Connect Freshworks CRM (Freshsales Suite) and Jira Software Server with Slack, HubSpot, or Confluence to build multi-step pipelines. Notify channels, update documentation, and manage tickets across your entire tool stack.
And much more...
Who is Freshworks CRM (Freshsales Suite) + Jira Software Server integration for?
Connecting Freshworks CRM (Freshsales Suite) and Jira Software Server streamlines project handoffs for revenue and technical teams, eliminating manual data entry across systems.
Sales operations managers
Engineering leads
Account managers
Customer support teams
Project coordinators
Operations directors
📈
Sales operations managers
You track pipeline velocity in Freshworks CRM (Freshsales Suite), but your reports lag behind actual engineering sprint progress because ticket statuses are updated manually — this integration means every project update syncs instantly and your pipeline analytics stay accurate.
⚡
Engineering leads
You need to act fast on new client onboarding requirements, but deal specifications reach your board hours late through scattered messages — with this integration, every new deal creates a Jira Software Server issue instantly so development starts without delay.
🤝
Account managers
You answer to clients who want daily progress updates on their custom software requests, but checking ticket boards by hand wastes hours — automating both apps means your Jira Software Server issue statuses reflect in Freshworks CRM (Freshsales Suite) automatically.
🎫
Customer support teams
The volume of bug reports and feature requests from Freshworks CRM (Freshsales Suite) is too high for anyone to keep up with by hand, leading to missed client tickets — this integration means every support deal creates a Jira Software Server issue without manual data entry.
🔄
Project coordinators
You own the development kickoff phase and depend on sales reps to hand over deal requirements, but crucial specifications frequently go missing — connecting these apps means every deal handoff transfers complete task details straight to your project board.
🗂️
Operations directors
You need a reliable audit history of every client project lifecycle, but manual tracking leaves frustrating gaps between sales deals and engineering tickets — automating both apps means every stage transition is logged accurately from start to finish.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Jira Software Server
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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Frequently Asked Questions
How do I connect Freshworks CRM (Freshsales Suite) to Jira Software Server?
You can connect Freshworks CRM (Freshsales Suite) to Jira Software Server instantly using ready-made flows or Integrately AI. With 1-click setup, you can also link Slack, HubSpot, and Confluence without any coding.
Can I automatically create a Jira Software Server issue when a Freshworks CRM (Freshsales Suite) deal is created?
Can I connect Freshworks CRM (Freshsales Suite), Jira Software Server, and Slack?
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Jira Software Server?
How are Freshworks CRM (Freshsales Suite) deals and tasks handled during automation?
How are Jira Software Server issues and updates synced with Freshworks CRM (Freshsales Suite)?
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Jira Software Server?
Is the Freshworks CRM (Freshsales Suite) and Jira Software Server integration free?
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