Freshworks CRM + Jira Software Server Integrations

Syncing Freshworks CRM with Jira Software Server is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

About Jira Software Server

Jira Software Server is a large-scale issue tracking application for teams of all sizes. It combines a fast, simple and intuitive interface with powerful features that support complex development challenges.

Jira Software Server Integrations
Connect Freshworks CRM + Jira Software Server in easier way

It's easy to connect Freshworks CRM + Jira Software Server without coding knowledge. Start creating your own business flow.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Issue

    Triggers when you add an issue to a project of your selection.

  • New Project

    Triggers when a project is added.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Freshworks CRM & Jira Software Server Integrations Work

  1. Step 1: Choose Freshworks CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Jira Software Server as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshworks CRM to Jira Software Server.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshworks CRM and Jira Software Server

Freshworks CRM?

Freshworks is a cloud-based customer relationship management (CRM. and cplaboration platform. It is an enterprise package that includes the fplowing products. Freshservice, Freshsales, Freshcaller, Freshchat and Freshsales. So, we can say that it is an all-in-one spution.

Jira Software Server?

Jira Software Server is a software development top with an issue tracker system. It provides teams with a shared top box to track and manage complex workflows and diverse projects. Companies use Jira Software to track everything from bugs to budgets to business strategy. It’s used by more than 1 million users worldwide across more than 70,000 organizations.

Integration of Freshworks CRM and Jira Software Server

From this point, let us understand how integration of Freshworks CRM and Jira Software Server works. The integration between these two platforms allows you to create or edit issues directly through Freshworks CRM. You can also perform the fplowing tasks in both the applications:

You can create cases in Freshworks CRM from Jira Software

You can create new users in Jira Software from Freshworks CRM

You can create custom fields in Jira Software from Freshworks CRM

You can link reports in Freshworks CRM with issues in Jira Software

You can link cases in Freshworks CRM with tasks in Jira Software

Let’s say you are using both of these tops for your business growth. When you are creating a new project, you will need to define the number of users who are going to work on the project. But instead of manually maintaining user information in both the tops, you can do it only in one place. This will save your time and efforts significantly.

Another thing that you should note is that when users leave your company, you will need to delete their accounts in both the tops. This will help you keep the data secure and allow you to avoid unnecessary costs. You can find more details about it below:

Benefits of Integration of Freshworks CRM and Jira Software Server

The best thing about using both these tops together is that they can be accessed anywhere. If you want to access Jira Software for your projects, you can do so from anywhere. Similarly, if you want to access Freshworks CRM for any purpose, you can do it from your office or any other location. So, this integration gives you the freedom to work at any time and in any place without worrying about losing your data or spending significant amount of time trying to find out where you saved the file or what the project is about. If you want to know more benefits about integration of Freshworks CRM and Jira Software Server, contact us!

The process to integrate Freshworks CRM and Jira Software Server may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.