Agile CRM + Jira Software Server Integration
Integrate Agile CRM to Jira Software Server in one click, or tell Integrately AI how you want each contact handled. Capture lead details, create tracking issues, assign project tasks, and keep your development and sales teams aligned automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Agile CRM- Tag is added to contact in Agile CRM
- Deal is created in Agile CRM
- Deal milestone is changed in Agile CRM
- Task is created in Agile CRM
- Event is created in Agile CRM
- Case is created in Agile CRM
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 contact in Agile CRM
- Update contact in Agile CRM
- Add score to contact in Agile CRM
- Add tag to contact in Agile CRM
- Create deal in Agile CRM
- Create task in Agile CRM
- Add note in Agile CRM
- Search contact in Agile CRM
- Search company in Agile CRM
- Create company in Agile CRM
- Subscribe to campaign in Agile CRM
- Add event in Agile CRM
- 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 Agile CRM + Jira Software Server Integration
Capture contact enquiries, create tracking issues, update project items as deals change, alert your team, and keep teams in sync, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Server flow
Notify your team on messaging platforms, document project requirements in wikis, or log records in cloud storage once your core apps finish processing. Pick a combination and activate it in one click.
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Slack (8)
Slack (8) +
Confluence (6)
Confluence (6) +
GitHub (6)
GitHub (6) +
Jira Software Cloud (6)
Jira Software Cloud (6) +
Trello (6)
Trello (6) +
Google Drive (6)
Google Drive (6) A
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Add every new Agile CRM contact to Jira Software Server, and notify your sales channel in Slack
New Agile CRM contacts create a Jira Software Server issue instantly and alert your sales channel in Slack, so development and sales never miss a lead.
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Log every new Jira Software Server issue in Agile CRM, and alert your support channel in Slack
New Jira Software Server issues instantly update Agile CRM and notify your support channel in Slack for rapid team awareness.
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When an Agile CRM deal milestone changes, update Jira Software Server and post the update in Slack
When Agile CRM deal milestones shift, Jira Software Server updates automatically and your team hears about it in Slack.
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Create a Jira Software Server issue for every Agile CRM task marked for follow-up, and confirm it in Slack
Agile CRM tasks needing follow-up create Jira Software Server issues automatically with instant confirmation in Slack.
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If an Agile CRM case is created with high priority, log it in Jira Software Server and alert management in Slack
High-priority Agile CRM cases immediately generate Jira Software Server issues and notify management in Slack.
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When a Jira Software Server issue is updated, add a note in Agile CRM and post the update in Slack
Jira Software Server issue updates log a note in Agile CRM and notify your team instantly in Slack.
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Use Claude to summarise every new Agile CRM event, create a Jira Software Server issue, and post the brief in Slack
Claude summarises new Agile CRM events before creating a Jira Software Server issue and posting the brief in Slack.
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Turn every closed Agile CRM deal into a Jira Software Server issue, create a task in Trello, and announce it in Slack
Closed Agile CRM deals create Jira Software Server issues, set up Trello tasks, and announce completions in Slack.
Supported triggers and actions for Agile CRM and Jira Software Server
Mix and match to build the exact automation you need
Agile CRM Triggers & Actions
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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 Agile CRM + Jira Software Server?
Streamline your customer operations and engineering pipelines by connecting contact management with issue tracking.
🔄
Sync new contacts into tracking issues instantly
Automatically create a Jira Software Server issue the moment a new contact is created in Agile CRM, eliminating manual transcription between sales and engineering teams.
📋
Capture every submitted custom field and note
Map all available contact attributes, deal notes, and task details into your tracking issues instead of just basic names, ensuring development teams receive full project context.
🔔
Alert your team the moment changes occur
Notify designated team members in Slack or other communication channels immediately when deals shift milestones or high-priority support cases arrive.
🔀
Route records based on submitted deal properties
Execute different workflows depending on specific deal milestones, task priorities, or custom tags submitted across your customer lifecycle.
⏱️
Keep downstream records updated as status shifts
Automatically update corresponding CRM notes and tracking statuses whenever issues are modified or deal milestones change in either platform.
🔍
Match existing records to prevent duplicates
Search existing company and contact records before creating new items, ensuring your databases remain clean and free of redundant entries.
🎯
Handle later lifecycle state changes gracefully
Trigger automated follow-up tasks, archive documentation, or notify stakeholders when issues reach completion or deals close successfully.
🌐
Extend your workflow to external collaboration tools
Connect your core Agile CRM and Jira Software Server flow with document storage, team chat, or project boards to build comprehensive multi-app pipelines.
And much more...
Who is Agile CRM + Jira Software Server integration for?
Connecting Agile CRM and Jira Software Server eliminates manual data entry, bridging sales pipelines and engineering workflows so teams operate with total synchronisation.
Analytics managers
Support leads
Account managers
Sales operations teams
Engineering team leads
Compliance officers
📈
Analytics managers
You review pipeline velocity reports and engineering output metrics, but data discrepancies between your customer records and tracking boards leave your reports inaccurate — automating both apps means every new deal and issue syncs instantly, ensuring your reporting dashboard reflects current pipeline metrics.
🚨
Support leads
You handle customer escalation cases that require immediate engineering triage, but manual handoffs cause critical tickets to stall in transit — this integration means every new Agile CRM case creates a Jira Software Server issue instantly, giving technical teams immediate visibility into urgent customer issues.
🤝
Account managers
You report project delivery progress back to enterprise clients, but tracking updates remain locked inside developer issue trackers until someone copies them over — connecting these apps means project status updates flow seamlessly into your CRM records, keeping your client communications accurate and up to date.
⚡
Sales operations teams
You manage high volumes of incoming lead submissions and deal updates that overwhelm manual tracking capabilities, causing administrative bottlenecks — automating both apps means every lead and deal milestone triggers downstream tasks automatically, eliminating manual entry bottlenecks across your sales pipeline.
⚙️
Engineering team leads
You depend on sales teams to hand over complete technical requirements when deals close, but missing specifications frequently halt your development sprints — integrating these apps means closed deals and customer notes generate structured tracking issues instantly, giving your developers complete project context from day one.
📋
Compliance officers
You audit customer interactions and project change logs for regulatory compliance, but fragmented audit trails leave blind spots across systems — automating both apps means every contact action and issue update is logged chronologically, providing a reliable and unified audit history across platforms.
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 Server
Build and manage your Agile CRM + Jira Software Server automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Agile CRM + Jira Software Server with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Automation is ready
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Frequently Asked Questions
How do I connect Agile CRM to Jira Software Server?
You can connect Agile CRM to Jira Software Server instantly using 1-click automation on Integrately. Select a ready template or ask Integrately AI to build the integration for you. You can also connect apps like Slack, Confluence, and GitHub in your workflow.
Can I automatically create Jira Software Server issues when new Agile CRM contacts are created?
Can I connect Agile CRM, Jira Software Server, and Slack?
What is a good Zapier alternative for Agile CRM and Jira Software Server?
How does Agile CRM handle contact and deal data in this integration?
Can Jira Software Server updates trigger actions back in Agile CRM?
Do I need coding skills to automate Agile CRM and Jira Software Server?
Is the Agile CRM and Jira Software Server integration free?
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