Tracking Leads, the Agile Way

Let your Marketing team focus on growing your business.

Keeping track of leads pipeline

Allocate resources the smart way

Use Jira to track leads, their progress and your team's efforts to converting prospects into customers. Review opportunity information to help prioritizing the tasks. Systematically manage the workload, how leads are  assigned, and sync it all back Salesforce.

Collaborate natively

Eliminate context shifting. Bi-directional, automatic, field-to-field synchronization enables your teams to collaborate without leaving the tools they are working with. Full control over Case Comments synchronization across the two systems increase both transparency and privacy.

Requesting Marketing Services

Marketing services as helpdesk

Plan, track and work on requests from Sales for custom account-based pre-sales collaterals. Manage marketing or creative services in Jira with integration to Salesforce where your Sales team lives.

Share marketing collaterals

Collaborate on creative content by exchanging comments and attachments across Jira and Salesforce.

All the Features You Need to Get the Job Done

Create and Link Jira issues
from Salesforce

Create and link Jira Issues without leaving Salesforce for easy collaboration between teams

Bi-directional
Synchronization

Sync field values, comments and attachments with mapping configuration

Automation via
Native Functions

Use of Jira workflow post functions and Salesforce Apex classes and triggers

Up to Many-to-Many
Associations

Link multiple Jira issues with multiple Salesforce objects, in read-only or full sync mode

Custom Objects
Support

Create and associate Jira issues with more than just built in Objects in Salesforce

Advanced Comment and
Attachment Settings

Chatter, comment tagging, privacy filters, sync direction settings and aggregated comments view

Increasing collaboration between systems and teams

Sync information between Salesforce & Jira

Collaborate on a common and tracked goal

Communicate freely with confidence

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