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Integrate Jira Service Management with Salesforce to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
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How Zapier works

Zapier makes it easy to integrate Jira Service Management with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Jira Service Management

A trigger is an event that starts your Zap and runs the workflow. For example, with Jira Service Management, a trigger could be "New Request."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Jira Service Management to Salesforce

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Triggers and actions are the main components of every automated workflow.

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Frequently Asked Questions about Jira Service Management + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jira Service Management and Salesforce

How do I start integrating Jira Service Management with Salesforce?

To begin integrating our Jira Service Management with Salesforce, you'll need access to both platforms. Make sure you have the necessary permissions in each system. Then, set up triggers in Salesforce such as case creation or updates, and define actions within Jira to open or update tickets accordingly.

Can I customize what happens on each platform after an integration is set?

Yes, you can customize triggers in Salesforce to initiate specific actions in Jira Service Management. For example, when a new case is created in Salesforce, it can trigger an action to automatically create a related ticket in Jira with the relevant details.

What types of data can be synced between Jira Service Management and Salesforce?

We enable syncing of various data types including case details, customer information, comments, and status updates from Salesforce into corresponding fields in Jira Service Management. This helps maintain consistency across both platforms.

How do we handle errors during integration between these two platforms?

Our platform is designed to alert you of any errors that occur during the integration process. You can set up notifications for failed triggers or actions within our interface to quickly address any issues that arise.

Is there support for syncing attachments and comments between the two systems?

Yes, when a customer comment or attachment is added in Salesforce, it can trigger an update action in Jira Service Management to ensure that the ticket includes these additional pieces of information.

Do we need to update settings if there are changes made on either platform after integration?

If significant changes are made on either platform—such as new fields or workflow updates—it's important to review and possibly update your integration settings to ensure everything continues working smoothly.

Can we track closed loop feedback with this integration?

Absolutely. With a carefully configured process flow, once a ticket is resolved in Jira Service Management it can trigger a closure notification back into Salesforce, which helps keep all stakeholder teams informed.

Connect Jira Service Management and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Jira Service Management and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Site
      Required
    • Project
      Required
    Trigger
    Scheduled
    Try It
    • Site
      Required
    • Project
      Required
    • Request Type
      Required
    Action
    Write
  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History Object
      Required
    Trigger
    Scheduled
    Try It
    • Site
      Required
    • Project
      Required
    Trigger
    Scheduled
    Try It
    • Api_docs_info
    • HTTP Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search
    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

Learn how to automate Jira Service Management on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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About Jira Service Management
Jira Service Management is help desk software that enables support agents to receive, track, manage and resolve requests from help seekers.
Related categories
  • Customer Support
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
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