Agile CRM + Jira Software Cloud Integration

Integrate Agile CRM to Jira Software Cloud in one click, or tell Integrately AI how you want each deal handled. Create issues, add watchers, update tasks, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Jira Software Cloud
    Comment is added in Jira Software Cloud
  • Jira Software Cloud
    Issue is updated in Jira Software Cloud
  • Jira Software Cloud
    Issue is created(via JQL) in Jira Software Cloud
  • Jira Software Cloud
    Issue is created in Jira Software Cloud
Arrow Right
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Jira Software Cloud
    Update issue in Jira Software Cloud
  • Jira Software Cloud
    Create issue in Jira Software Cloud
  • Jira Software Cloud
    Add file to issue in Jira Software Cloud
  • Jira Software Cloud
    Get comment by issue in Jira Software Cloud
  • Jira Software Cloud
    Add watcher to issue in Jira Software Cloud
  • Jira Software Cloud
    Add comment to issue in Jira Software Cloud
  • Jira Software Cloud
    Search issue by field in Jira Software Cloud
  • Jira Software Cloud
    Search user in Jira Software Cloud
  • Jira Software Cloud
    Get attachment by ID in Jira Software Cloud

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Ready WorkflowsReady Workflows   for Agile CRM + Jira Software Cloud Integration

Create issues from deals, update tasks, add watchers, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Agile CRM + Jira Software Cloud flow

Route deal details to team messaging, track repository updates, and keep customer records synchronised across your entire toolstack. Pick a combination and activate it in one click.

Agile CRM
Jira Software Cloud
+
SlackSlack (3)
+
GitHubGitHub (3)
+
HubSpotHubSpot (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
ZendeskZendesk (3)
A
J
S
Create a Jira Software Cloud issue for every new Agile CRM deal, and notify your sales team in Slack
New Agile CRM deals instantly generate a Jira Software Cloud issue and alert your team in Slack, removing manual handoffs between departments.
A
J
S
When an Agile CRM task is created, update the matching Jira Software Cloud issue and post the update in Slack
Agile CRM task updates immediately push changes to your Jira Software Cloud issues and notify your team in Slack.
J
A
S
When a Jira Software Cloud issue is updated, add a note in Agile CRM and notify your team in Slack
Engineering progress in Jira Software Cloud automatically logs notes in Agile CRM and alerts your team in Slack.

Supported triggers and actions for Agile CRM and Jira Software Cloud

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Jira Software Cloud
Jira Software Cloud Triggers & Actions
Comment is added in Jira Software Cloud
Triggers the automation when a comment is added
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Issue is updated in Jira Software Cloud
Triggers the automation when an issue is modified
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Issue is created(via JQL) in Jira Software Cloud
Triggers the automation when a new issue is created via JQL
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Issue is created in Jira Software Cloud
Triggers the automation when a new issue is created
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Update issue in Jira Software Cloud
Updates issue details with the latest information
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Create issue in Jira Software Cloud
Generates a new issue for tracking and resolving
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Add file to issue in Jira Software Cloud
Attach a file to a issue
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Get comment by issue in Jira Software Cloud
Retrieves comments related to a issue
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Add watcher to issue in Jira Software Cloud
Assigns a user as a watcher on a issue
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Add comment to issue in Jira Software Cloud
Adds a comment to a issue
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Search issue by field in Jira Software Cloud
Searches for issues based on a particular field
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Search user in Jira Software Cloud
Searches for a user
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Get attachment by ID in Jira Software Cloud
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What can you automate with Agile CRM + Jira Software Cloud?

Streamline your entire workflow from initial customer deals to engineering delivery with ready-made automation sequences.

What you can automate?
🔄
Create Jira issues from new deals
Automatically generate a Jira Software Cloud issue the moment a new deal is created in Agile CRM, eliminating manual handoffs between sales and engineering teams.
📋
Capture every submitted custom field
Map complete deal details, custom attributes, and contact notes from Agile CRM directly into your Jira Software Cloud issue descriptions.
🔔
Instant team notifications on updates
Alert your team in Slack or via task logs the moment a Jira Software Cloud issue is created or updated from an Agile CRM event.
🔀
Branch workflows by deal milestone
Route high-value deals to priority engineering backlogs while standard deals trigger routine task creation based on Agile CRM milestones.
🔄
Keep project records synchronized
Automatically update Agile CRM notes and task statuses whenever corresponding work items change in Jira Software Cloud.
🔍
Search and update existing records
Search for existing users or company profiles before creating new issues to prevent duplicate entries across your platforms.
⚙️
Handle later status changes smoothly
Trigger follow-up tasks, close associated CRM deals, or update support cases when Jira Software Cloud issues reach completion.
🔌
Extend flows to Slack and beyond
Connect your core Agile CRM and Jira Software Cloud workflow to Slack, GitHub, HubSpot, or Trello for multi-step operational pipelines.
And much more...

Who is Agile CRM + Jira Software Cloud integration for?

Sales and development teams streamline customer handoffs, eliminate manual status updates, and keep project tracking aligned across Agile CRM and Jira Software Cloud.

Revenue operations managers
Revenue operations managers
Technical account managers
Technical account managers
Client success directors
Client success directors
Sales operations leads
Sales operations leads
Engineering team leads
Engineering team leads
Project coordinators
Project coordinators
📈
Revenue operations managers
You review pipeline health and delivery metrics every week, but your project tracker only updates when someone manually copies deal data over, so your executive reports are always lagging behind — this integration means every new deal becomes a tracked issue instantly and your operational metrics stay current.
Technical account managers
You need to hand customer requirements over to engineering immediately when a deal closes, but manual data entry delays ticket creation and frustrates your clients — automating both apps means every closed deal generates an engineering issue instantly and handoffs happen without delay.
🤝
Client success directors
You answer to key accounts waiting on feature requests and bug fixes, but tracking status across disconnected tools leaves you guessing about progress — connecting these apps means every issue update syncs back to your CRM notes and you always have accurate answers for clients.
📊
Sales operations leads
Your team generates high volumes of new deals and customer accounts daily, making manual project ticket creation impossible to keep up with — automating both apps means high-volume deal pipelines populate your engineering backlog automatically without manual overhead.
⚙️
Engineering team leads
You depend on sales teams to pass along complete customer specifications before starting development work, but missing details stall your sprints — this integration means every deal automatically creates a structured issue with all required context attached.
📋
Project coordinators
You need a reliable audit trail showing when customer deals transitioned into active development cycles, but manual logging leaves gaps in your history — connecting these apps means every status change and task is recorded accurately with zero missing links.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Agile CRM + Jira Software Cloud

Build and manage your Agile CRM + Jira Software Cloud automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Jira Software Cloud with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to Jira Software Cloud?
Frequently Asked Questions
You can connect Agile CRM to Jira Software Cloud in 1-click using Integrately, along with other tools like Slack, HubSpot, and Trello. Simply select a ready workflow or ask Integrately AI to build your custom automation instantly.
Can I automatically create Jira issues from new Agile CRM deals?
Frequently Asked Questions
Can I connect Agile CRM, Jira Software Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Jira Software Cloud?
Frequently Asked Questions
How does Agile CRM handle trigger events for deals and contacts?
Frequently Asked Questions
How does Jira Software Cloud receive updates from Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Jira Software Cloud?
Frequently Asked Questions
Is the Agile CRM and Jira Software Cloud integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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