CRM for Jira Cloud

Frequently Asked Questions

How do I get the app?

Find the app on the Atlassian Marketplace at go.atlassian.com/jiracrmThis can only be done by an administrator of the Jira Cloud site.

How do I set up a connection to my CRM?

Just note that this can only be done by a project administrator.

  1. Install the app via the Atlassian Marketplace
  2. In your Jira Cloud project, select Settings ()
  3. Select CRM integration
  4. If this is your first CRM integration, choose the CRM you want to connect to, then Continue
  5. Enter your credentials in the authentication dialog

Once you see the CRM settings page, you've successfully made the connection!

How do I choose what info displays on my Jira issues?

After you set up the CRM connection, you can choose the fields and objects you want to display. 

Which fields and objects do you support?

CRM

Objects

Fields

Salesforce
  • Accounts
  • Contacts
  • Leads
  • Accounts: all default and custom fields, related opportunities, related cases, related assets, related entitlement, and related contacts
  • Contacts: all default and custom fields, related opportunities, and related cases
  • Leads: all default and custom fields
Microsoft Dynamics
  • Accounts
  • Contacts
  • Accounts: all default and custom fields, related cases, related contacts, related leads, and related opportunities
  • Contacts: all default and custom fields, related leads, related opportunities
Hubspot
  • Companies
  • Contacts
  • Companies: all default and custom fields, related deals. and related contacts
  • Contacts: all default and custom fields and related deals

How do you match contacts, accounts, and leads?

We match the reporter's email address to the Contact or Lead email address in the CRM. If we don't find a match, you can manually match a Jira reporter to a CRM contact by clicking Link.

If I manually attach contacts, will they auto-match in the future?

Yes! When you manually link a Jira reporter to a CRM contact, the Jira issues the contact creates in the future are automatically mapped.

Can I unmatch a contact?

Yes. Click Detach (X).

How do I uninstall the app?

To uninstall apps, go to Jira settings > Add-ons.

How much is this app?

Completely free! You just need a valid license for Jira and your CRM.

Can we connect to a CRM you don't support?

We'd love to connect to other CRM systems. Let us know on http://go.atlassian.com/jiracrmfeedback

I have more questions/ I have suggestions, who can I contact?

If you need technical support, raise a support ticket on support.atlassian.com. If you have feedback/suggestions, let us know via this feedback from http://go.atlassian.com/jiracrmfeedback

Last modified on May 18, 2018

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