Jira Service Desk + Kylas CRM Integration

Connect Jira Service Desk to Kylas CRM in 1 click

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Jira Service Desk + Kylas CRM Integration

Create Kylas CRM 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 Kylas CRM. Luckily, it's a process that's pretty simple to set up.

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

This makes it easy to keep track of your support tickets and contacts in one place.
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Kylas CRM + Jira Service Desk Integration

Create Jira Service Desk ticket for new Kylas CRM deal

Kylas CRM is a great tool for managing customer relationships. However, when an deal is created in Kylas CRM, 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 Kylas CRM. 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 + Kylas CRM Integration
1.
  • Jira Service Desk
    Request is created in Jira Service Desk
  • Jira Service Desk
    Request is updated in Jira Service Desk
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
2.
  • Jira Service Desk
    Create request in Jira Service Desk
  • Jira Service Desk
    Get attachment by ID in Jira Service Desk
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM
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