

Jira Software Cloud + Microsoft Dynamics 365 CRM Integration
Integrate Jira Software Cloud to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each issue handled. Create leads, update customer records, log status changes, and alert your team automatically.
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Ready Workflows for Jira Software Cloud + Microsoft Dynamics 365 CRM Integration
Create leads from new issues, update customer records, log status changes, alert your support team, and trigger follow-ups, 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 Jira Software Cloud + Microsoft Dynamics 365 CRM flow
Capture issues, sync your CRM records, notify your team channels, and log project updates across your entire toolstack. Pick a combination and activate it in one click.


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Zendesk (4)
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Microsoft Teams (4)
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Slack (4)
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GitHub (4)
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Confluence (4)
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Google Drive (4)
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Create a Zendesk ticket and a Microsoft Dynamics 365 CRM lead for every new Jira Software Cloud issue
New Jira Software Cloud issues instantly create a Zendesk support ticket and a Microsoft Dynamics 365 CRM lead, eliminating manual entry.
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Notify your Zendesk support team whenever a Microsoft Dynamics 365 CRM lead is created from a Jira Software Cloud issue
Keep your support staff informed in Zendesk whenever a new Jira Software Cloud issue generates a Microsoft Dynamics 365 CRM lead.
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When a Microsoft Dynamics 365 CRM contact is updated, add a comment to the matching Jira Software Cloud issue and update Zendesk
Update customer details in Microsoft Dynamics 365 CRM and automatically push comments to Jira Software Cloud and Zendesk.
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Use Claude to summarise Jira Software Cloud issue comments, create a Microsoft Dynamics 365 CRM lead, and log a Zendesk ticket
Claude summarises Jira Software Cloud issue discussions before generating a Microsoft Dynamics 365 CRM lead and a Zendesk ticket.
Supported triggers and actions for Jira Software Cloud and Microsoft Dynamics 365 CRM
Mix and match to build the exact automation you need

Jira Software Cloud Triggers & Actions
Issue is created(via JQL) in Jira Software Cloud
Triggers the automation when a new issue is created via JQL
Try it → 
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → What can you automate with Jira Software Cloud + Microsoft Dynamics 365 CRM?
Connect your engineering workflows and customer database to eliminate duplicate entry, speed up response times, and keep every record accurate.
🔄
Sync new issues to CRM leads automatically
Turn every issue created in Jira Software Cloud into a new lead or contact in Microsoft Dynamics 365 CRM without lifting a finger. Your sales team can follow up on development queries within seconds.
📝
Capture every submitted comment and field
Map all available issue details, tags, and comment history directly into your CRM custom fields. Your records retain full context for every customer account.
🔔
Alert the right team the moment it happens
Send instant notifications to your support or sales channels whenever a new record is created or updated. Eliminate internal communication delays completely.
🔀
Route records based on submitted criteria
Send enterprise-tier issues to priority CRM queues while routing standard requests to general support lists. Tailor your automation flow to match your exact business logic.
🔄
Keep destination records fully updated
Ensure modifications made in your CRM reflect back in your issue tracker immediately. Maintain complete data consistency across both platforms at all times.
🔍
Search and update instead of creating duplicates
Check if an account or contact already exists before creating a new record in your CRM. Prevent clutter and keep your database clean.
📋
Handle later status changes and stage updates
Trigger automated updates whenever an issue is closed or an opportunity stage changes. Keep historical records accurate and up to date.
🔌
Extend your workflow to messaging apps
Connect your core automation pair with tools like Slack or Microsoft Teams to announce milestones and keep stakeholders informed across platforms.
And much more...
Who is Jira Software Cloud + Microsoft Dynamics 365 CRM integration for?
Technical and commercial teams eliminate manual data entry, streamline pipeline tracking, and maintain perfect synchronisation between engineering tasks and customer records.
Performance analysts
Customer support leads
Account managers
Sales operations teams
Technical account managers
Database administrators
📈
Performance analysts
You pull reports on issue progression and pipeline conversion, but your tracking metrics lag behind whenever someone forgets to update records by hand — with this integration, every new issue and CRM entry syncs instantly and your dashboards stay current.
⚡
Customer support leads
You need to act fast when high-value accounts log critical issues, but you discover bottlenecks hours too late because tickets remain trapped in separate systems — with this integration, every urgent ticket creates a CRM case instantly and alerts your team.
🤝
Account managers
You answer to clients who expect real-time updates on their development requests, but compiling manual progress reports takes hours away from client meetings — with this integration, every status change updates your CRM records automatically.
📊
Sales operations teams
The volume of inbound support tickets and commercial leads is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned accounts — with this integration, every creation event routes to the right destination without manual sorting.
🔧
Technical account managers
You own the technical handoff after a sale closes, but depending on upstream teams to manually notify you causes costly onboarding delays — with this integration, every closed deal or logged issue triggers your setup tasks instantly.
🗂️
Database administrators
You need a reliable audit history across your software and CRM stack, but manual data transfers keep introducing discrepancies and missing fields — with this integration, every record matches perfectly across both platforms.

Did you know?
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Why choose Integrately to automate Jira Software Cloud + Microsoft Dynamics 365 CRM
Build and manage your Jira Software Cloud + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Jira Software Cloud + Microsoft Dynamics 365 CRM 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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Frequently Asked Questions
How do I connect Jira Software Cloud to Microsoft Dynamics 365 CRM?
You can connect Jira Software Cloud to Microsoft Dynamics 365 CRM instantly using 1-click workflows or Integrately AI. Simply pick a ready template, link your accounts with Zendesk, Slack, or Microsoft Teams, and activate your flow in minutes.
Can I automatically create Microsoft Dynamics 365 CRM leads from Jira Software Cloud issues?
Can I connect Jira Software Cloud, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Jira Software Cloud and Microsoft Dynamics 365 CRM?
How are Jira Software Cloud issues handled when syncing to Microsoft Dynamics 365 CRM?
How does Microsoft Dynamics 365 CRM data sync with Jira Software Cloud?
Do I need coding skills to automate Jira Software Cloud and Microsoft Dynamics 365 CRM?
Is the Jira Software Cloud and Microsoft Dynamics 365 CRM integration free?
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