Create Jira issues when a deal closes in Pipedrive
Looking to automate handoff deals closed in Pipedrive to Jira? Automate your process in minutes with Relay!
Setting it up
In this guide, we'll walk you through the steps to set up a seamless automated playbook for handoff from Pipedrive to Jira, enabling your sales and development teams to collaborate effortlessly and ensure nothing falls through the cracks. Whether you're a sales manager, project manager, or a team member looking to optimize your workflows, this guide will help you harness the power of automation to boost productivity and drive success.
Create your playbook
Your playbook is where you'll set up the steps involved in your Pipedrive -> Jira handoff process.
Sign up for Relay to get started with your first playbook. Once on the dashboard, click the "New playbook" button, and you're off to a good start.
Make sure to give your playbook a clear name & identifiable emoji to help it stand out among the crowd!
Add the Pipedrive trigger
A trigger is responsible for detecting changes in your connected apps and running your playbook in response.
In this case, the "Deal won" trigger for Pipedrive will automatically create new playbook runs whenever a deal is marked as won.
Click "Add trigger" in your playbook, select the "Deal won" trigger, and set it up. If this is the first time you're setting it up, you'll be prompted to connect your Pipedrive account.
Add the Jira automation
A playbook contains steps that will be executed during every run. Automations are steps that take some action in another tool.
In this playbook, you can set up some "Create issue" automations for Jira to file the tickets needed to e.g. onboard a new customer.
Click the "Add step" button, then navigate to "Automations", find the Jira automation, and fill out the details. If this is the first time you're setting it up, you'll be prompted to connect your Jira account.
That's all there is to it - you're all set to test-drive your brand new playbook in day-to-day usage! New runs will automatically be triggered when a new deal closes in Pipedrive, and create issues in Jira that pass along all the relevant details to help set your (re)new(ed) customer for success.
Once you're happy with the way your first playbook is set up, make sure to explore Relay's other features such as AI auto-fill, double check automations, and a wide variety of integrations with Pipedrive, Jira, and other products.