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How to connect Close CRM and Jira
Create a New Scenario to Connect Close CRM and Jira
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Jira will be your first step. To do this, click "Choose an app," find Close CRM or Jira, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Jira Node
Next, click the plus (+) icon on the Close CRM node, select Jira from the list of available apps, and choose the action you need from the list of nodes within Jira.
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Authenticate Jira
Now, click the Jira node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jira settings. Authentication allows you to use Jira through Latenode.
Configure the Close CRM and Jira Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Jira Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Jira
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Jira, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Jira integration works as expected. Depending on your setup, data should flow between Close CRM and Jira (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Jira
Close CRM + Jira + Slack: When a lead's status changes in Close CRM, a Jira ticket is created for the implementation team. The team is then notified in a Slack channel about the new ticket.
Jira + Close CRM + Google Sheets: When a new issue is updated in Jira, the lead status in Close CRM is updated. The issue resolution data, including the updated lead status, is then logged in a Google Sheet.
Close CRM and Jira integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Jira
Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not per-step fees.
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See how Latenode works
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FAQ Close CRM and Jira
How can I connect my Close CRM account to Jira using Latenode?
To connect your Close CRM account to Jira on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Jira accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Jira issues from new Close CRM leads?
Yes, you can! Latenode's visual editor makes this easy. Trigger issue creation in Jira when new leads appear in Close CRM, ensuring no potential opportunity is missed.
What types of tasks can I perform by integrating Close CRM with Jira?
Integrating Close CRM with Jira allows you to perform various tasks, including:
- Create Jira issues when new opportunities are created in Close CRM.
- Update Jira issues when opportunity status changes in Close CRM.
- Sync Close CRM contact information with Jira issue reporters.
- Trigger Close CRM tasks when Jira issues are resolved.
- Generate reports combining data from Close CRM and Jira.
What Close CRM data can I access and use within Latenode workflows?
You can access and use a wide range of Close CRM data, including leads, contacts, opportunities, and activities, to automate processes.
Are there any limitations to the Close CRM and Jira integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Very high-volume data syncs may impact performance without optimization.
- Custom fields in Close CRM/Jira require manual mapping in Latenode.
