Jira Service Desk + OnePageCRM Integration

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OnePageCRM + Jira Service Desk Integration

Create Jira Service Desk ticket for new OnePageCRM deal

OnePageCRM is a great tool for managing customer relationships. However, when an deal is created in OnePageCRM, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Jira Service Desk whenever an deal is created in OnePageCRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Jira Service Desk + OnePageCRM Integration

Create OnePageCRM contact from new Jira Service Desk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in OnePageCRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - OnePageCRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in OnePageCRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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Jira Service Desk + OnePageCRM Integration
1.
  • Jira Service Desk
    Request is created in Jira Service Desk
  • Jira Service Desk
    Request is updated in Jira Service Desk
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    New contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    New action is created in OnePageCRM
2.
  • Jira Service Desk
    Create request in Jira Service Desk
  • Jira Service Desk
    Get attachment by ID in Jira Service Desk
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
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