JSM integration for Sales CRM for jira

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JSM Integration for Sales CRM for Jira

Sales CRM for Jira – JSM Integration Use cases

In a JSM or Jira ticket – you can link an existing Deal/Account/Customer or create a new one for the ticket

Need to know if a ticket is from a VIP customer who needs immediate attention? Or if a feature request is coming from a solo user? With Sales CRM, you can quickly get that context. Once installed, it adds a dedicated section to each ticket view, making it easy to link tickets to existing CRM records. This gives your team instant access to valuable customer insights—helping everyone stay aligned on the customer’s status and needs.

As a manager, I want to generate new deals from new tickets

Sales CRM’s built-in automation lets you effortlessly create new deals from incoming tickets in Jira Service Management or Jira. You can set up rules by project and define conditions to control which fields are populated and what information gets captured. This ensures that valuable customer inquiries and interactions don’t slip through the cracks or get lost in silos.

When a Deal is created, automatically notify the assignee via Slack

If you have different sales team members working together, odds are that each member specializes in a certain step of the sales pipeline (Pre-sale, Demos, Nurturing, Post-Sale).

With Sales CRM for Jira’s Slack Integration, you are able to setup an automation so that a member of the team or even the other department will be notified of a new deal through Slack. This way, they can drop everything and have a look at the deal to start quickly qualifying it, maximizing the chances of converting the prospect into a paying customer. You can read more about it here

Embed a Jira Service Management (JSM) form directly into your website to capture lead requests—no need for extra tools. With the Sales CRM integration, new requests submitted through the form can automatically generate new deals. Combine this with additional automation steps to build a full end-to-end CRM experience powered entirely by Atlassian. Read how here

Many more use case possible through the use of automation!

Because of its simple, no-code, nature. The automation pairing possibilities for Sales CRM and Slack are enormous and are growing every time additional integrations are being added!

  • Want to get notified when a New Demo is booked with Hubspot Calendar Links? Just create a Slack automation for new deals
  • Want to get notified when a new contact comes from JSM? Just create a Slack automation for new deals
  • Want to get notified when a contact goes into nurturing stage with Mailchimp? Just Create a Slack automation for deals moving to different funnels
  • And the list goes on…

Our JSM Integration at a Glance

FAQs

Find answers to common queries about the Sales CRM JSM Integration

Absolutely – When you setup your Sales CRM Pipeline, you will need to add the relevant projects (you can add multiple) – and from your automation steps, you will need to create a few for each support desks/projects that you’d like this integration to work on

Yes – It is built-in with Sales CRM! Meaning that you can access it Out of the box!

Yes and no! Automation for Jira will have their own “If-Then” criteria and would only work with Sales CRM’s custom fields. But with these Sales CRM Custom fields, you will be able to setup some automation steps.

I.e: Sales CRM automation =/= Automation For Jira, but both can be setup

Yes! Objects can be linked on the ticket themselves, via the Sales CRM section or on the objects, via the insights view.

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