Automatically Add Jira Issues to Salesforce as Tasks Using Pabbly Connect

Learn how to automatically add Jira issues as tasks in Salesforce using Pabbly Connect. Follow this detailed guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process between Jira and Salesforce, first, you need to access Pabbly Connect. Go to your browser and search for ‘Pabbly.com/connect’. Sign up for a free account if you don’t have one, or log in to your existing account.

Once you are on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Jira to Salesforce’, and hit ‘Create’. This sets the stage for your automation process.

2. Setting Up Trigger for New Jira Issues

In this step, we will configure the trigger in Pabbly Connect to capture new issues created in Jira. In the trigger window, search for the app ‘Jira’ and select it. Then, choose the trigger event as ‘Configure Webhook’.

• Select ‘Configure Webhook’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Go to your Jira account, navigate to settings, and select ‘Webhooks’.

After creating the webhook in Jira, paste the copied URL and select the ‘Issue Created’ event. Save the configuration, and you have successfully set up the trigger!

3. Creating a Test Issue in Jira

Now, let’s create a test issue in Jira to see if the integration works. Go back to your Jira dashboard and click on ‘Create’. Fill in the project details, issue type, summary, and description. For example, set the issue type as ‘Bug’ and provide a summary like ‘Fix mapping button’.

Once you fill out the necessary fields, click ‘Create’. This action will trigger the webhook we set up earlier, sending the issue details to Pabbly Connect. You can check the response in the trigger window of Pabbly Connect to ensure it captured the details correctly.

4. Setting Up Action to Create Task in Salesforce

Next, we will set up the action in Pabbly Connect to create a task in Salesforce based on the Jira issue. In the action window, search for ‘Salesforce’ and select it. Choose ‘Create Task’ as the action event.

• Connect your Salesforce account to Pabbly Connect.
• Map the summary and description from the Jira issue to the task fields in Salesforce.
• Set the due date and status for the task as per your requirements.

After mapping all the necessary fields, click ‘Save and Send Test Request’. This will create a new task in Salesforce with the details from the Jira issue, completing the integration process.

5. Verifying the Integration Success

To ensure that the integration is successful, go to your Salesforce account and check the tasks. You should see a new task created with the details from the Jira issue you created earlier. This confirms that Pabbly Connect has successfully integrated Jira and Salesforce.

Repeat the process by creating another issue in Jira and verify that it automatically creates a corresponding task in Salesforce. This real-time automation saves time and minimizes manual errors.

Conclusion

In this tutorial, we explored how to automatically add Jira issues as tasks in Salesforce using Pabbly Connect. By following these steps, you can streamline your workflow and enhance productivity in your team. Automating this process eliminates repetitive tasks and ensures that all issues are tracked efficiently.