Jira Service Desk + PipelineDeals Integration

Connect Jira Service Desk to PipelineDeals - Automate your workflows in 1-click

With Jira Service Desk automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Jira Service Desk & PipelineDeals using Integrately.
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PipelineDeals + Jira Service Desk Integration

Create Jira Service Desk ticket for new PipelineDeals deal

PipelineDeals is a great tool for managing customer relationships. However, when an deal is created in PipelineDeals, 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 PipelineDeals. 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 + PipelineDeals Integration

Create PipelineDeals person 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 persons in PipelineDeals. Luckily, it's a process that's pretty simple to set up.

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

This makes it easy to keep track of your support tickets and persons in one place.
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Jira Service Desk + PipelineDeals Integration
1.
  • Jira Service Desk
    Request is created in Jira Service Desk

    Triggers the automation when a new request is created

  • Jira Service Desk
    Request is updated in Jira Service Desk

    Triggers the automation when a request is updated

  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation when a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation when a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation when a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation when the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation when a deal is moved with

    Instant
2.
  • Jira Service Desk
    Search request in Jira Service Desk

    Searches for a request

  • Jira Service Desk
    Comment on request in Jira Service Desk

    Adds a comment to a request

  • Jira Service Desk
    Create request in Jira Service Desk

    Generates a new request

  • Jira Service Desk
    Get attachment by ID in Jira Service Desk

    Retrieves an attachment by its unique id

  • PipelineDeals
    Create Deal in PipelineDeals

    Generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Finds information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Creates a new activity with a note

3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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Integrate Jira Service Desk & PipelineDeals In 1 Click
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