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How to connect Jira and Close CRM
Create a New Scenario to Connect Jira and Close CRM
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 Jira, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jira or Close CRM will be your first step. To do this, click "Choose an app," find Jira or Close CRM, and select the appropriate trigger to start the scenario.
Add the Jira Node
Select the Jira node from the app selection panel on the right.
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Add the Close CRM Node
Next, click the plus (+) icon on the Jira node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Jira and Close CRM 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 Jira and Close CRM 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Jira, Close CRM, 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 Jira and Close CRM integration works as expected. Depending on your setup, data should flow between Jira and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Jira and Close CRM
Jira + Close CRM + Slack: When a Jira issue linked to a Close CRM lead is updated (specifically, the issue is transitioned to a 'Resolved' status), the automation will search for the corresponding lead in Close CRM and then send a notification to the sales team via Slack.
Close CRM + Jira + Google Sheets: When a new deal is created in Close CRM, a corresponding task is created in Jira for project management, and the deal details are logged in a Google Sheet.
Jira and Close CRM integration alternatives
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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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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FAQ Jira and Close CRM
How can I connect my Jira account to Close CRM using Latenode?
To connect your Jira account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jira and click on "Connect".
- Authenticate your Jira and Close CRM 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 builder makes this easy. Automatically create Jira issues when new leads appear, ensuring seamless collaboration and preventing missed opportunities.
What types of tasks can I perform by integrating Jira with Close CRM?
Integrating Jira with Close CRM allows you to perform various tasks, including:
- Create Jira issues automatically from new Close CRM opportunities.
- Update Close CRM opportunity statuses when a Jira issue is resolved.
- Sync Close CRM contact information with Jira issue reporters.
- Trigger Jira issue creation from specific Close CRM email interactions.
- Log Close CRM call notes as comments within related Jira issues.
How do I handle complex conditional logic with Jira on Latenode?
Latenode's no-code blocks and JavaScript support allow you to implement advanced rules for handling Jira data based on any criteria.
Are there any limitations to the Jira and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Jira and Close CRM may affect high-volume workflows.
- Custom fields in Jira and Close CRM may require manual mapping.
- Real-time synchronization depends on the polling interval configured.
