How can I filter for deals that require follow-up?

DryMerge allows you to set up filters based on deal stage, value, or timeframe. Specify your criteria, and DryMerge will create follow-up tasks only for those deals.

Can I customize which deal details are included in the Jira tasks?

Absolutely! Specify the details from Zoho CRM deals that you want included in the Jira tasks, and DryMerge will set it up accordingly.

Which people use this automation? What do they use it for?

Sales teams and account managers use this automation to ensure all leads and deals are properly followed up on, minimizing the risk of missed opportunities.

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Jira + Zoho CRM

Follow Up on Zoho CRM Deals with Jira Tasks

Never miss a follow-up on a deal again by creating tasks in Jira for each deal that needs attention in Zoho CRM. Perfect for sales teams to track deal progress and ensure timely follow-ups on important leads.

New Follow-Up Deal

Picks up a deal marked for follow-up in Zoho CRM.

Create Follow-Up Task

Automatically generates a follow-up task in Jira, ensuring no deal is ever overlooked.

See more Jira to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Sync Zoho CRM Notes with Jira Issues

Jira + Zoho CRM

Link Zoho CRM Deals to Jira Sprints

Jira + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Follow up on Zoho CRM deals with Jira tasks"

Follow up on Zoho CRM deals with Jira tasks

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Jira + Zoho CRM.

Get Issue Schema

Retrieves the schema for a Jira issue type

Add Attachment to Jira Issue

Adds a file attachment to a Jira issue

Link Jira Issues

Links two Jira issues

Create Jira Issue

Creates a new Jira issue

Update Jira Issue

Updates an existing Jira issue

Add Comment to Jira Issue

Adds a comment to a Jira issue

Add Watcher to Jira Issue

Adds a watcher to a Jira issue

Move Jira Issue to Sprint

Moves a Jira issue to a sprint

Search Issues

Searches for Jira issues based on a query

List Issue Types

Lists all Jira issue types

List Projects

Lists all Jira projects

List Sprints

Lists all Jira sprints

App details

Jira

Jira is a powerful project management tool for agile teams to plan, track, and release software. Create user stories, issues, plan sprints, and distribute tasks across your software team.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.