Connect Salesforce and Jira for seamless sales and delivery collaboration

Automatically sync records, opportunities, and cases in real time — no duplicates, no lost updates, no wasted hours. Keep sales, support, and engineering teams perfectly aligned.

Illustration of Unito creating a two-way flow between Salesforce and Jira, connecting two users through a ‘Create a flow’ button.

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Real-time Salesforce–Jira integration – no code, fully configurable

Illustration of two people working at laptops beneath an infinity loop, representing continuous integration between Salesforce and Jira with icons for automation, filtering, support, and security.
  • Faster handoffs, faster delivery
    Eliminate delays when opportunities close. Automatically create Jira epics and stories from Salesforce deals and keep scope, timelines, and stakeholder data fully in sync.

  • Full visibility across sales and delivery
    AEs, CSMs, and engineering all stay aligned. Sales can track delivery progress from Salesforce while engineering works entirely in Jira.

  • Seamless, reliable sync
    No more copy-pasting or missed updates. Bi-directional sync ensures escalations, customer data, and project progress flow instantly between systems.

Built for every sales + delivery workflow

Sales-to-delivery handoff

Auto-create Jira epics and stories when opportunities close — syncing scope, dates, and owners so sales and delivery stay aligned.

Customer escalations

Escalated Salesforce Cases create linked Jira issues, with fields mapped automatically and Jira updates flowing back in real time.

Ticket escalation

Automate escalation flows between service and engineering teams to cut resolution times without switching platforms.

Record syncing

Sync opportunities, cases, and custom objects with Jira tasks and epics, keeping both systems accurate and up-to-date.

HOW IT WORKS

Visibility across every deal and project

Sync Salesforce records across multiple Jira projects in a single flow, so every stakeholder — sales, support, engineering — sees the latest updates without manual effort.

Workflow diagram showing Salesforce sales team and Jira delivery team connected. A closed-won deal in Salesforce automatically creates a Jira epic, syncs scope and dates, passes progress updates, and keeps delivery status aligned until the project is complete.

 

Unito field mapping interface showing Salesforce ‘Organization 123’ mapped to Jira ‘Presales.’ Example fields synced include opportunity ID, project type, amount, stage name, close date, assignee, seller, description, summary, and customer name, with one-way and two-way sync options.

Precision field mapping without code

Control exactly how data flows between Salesforce and Jira. Customize field mappings, set one- or two-way syncs, and adapt rules to fit your workflows.

  • Opportunity stage and close date
  • Case priority, severity, and customer data
  • Jira status and comments
  • Attachments and descriptions
  • Any custom fields or objects
All fully customizable, no scripting needed

Custom sync rules control exactly what syncs

Trigger updates based on opportunity stage, case severity, or any custom field. Bring in historical records or limit to high-priority items — your sync adapts to your processes.

 

Unito rules builder between Salesforce and Jira: if a Salesforce case is marked L3 Support, a matching Jira issue is created with a High Priority label, kept in sync, with historical sync enabled.

Why customers choose Unito

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True two-way sync,
out of the box

Keep Salesforce and Jira fully aligned with instant, bi-directional updates — no scripts, no manual entry. Achieve true interoperability with advanced syncing capabilities that don’t require complex recipes.

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Fully configurable
no-code

Adapt the integration to fit your workflows — sales-to-delivery, escalations, or service handoffs — without writing a line of code. Powerful rules and field mappings give you full flexibility to sync exactly what you want.

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Enterprise-scale and
resilient

Support high-volume teams across sales, support, and engineering. Unito auto-scales to handle record surges, ensures continuity during peak loads, and integrates with 60+ other business apps out of the box.

cloudwerx

Automating sales-to-delivery handoff and saving over 2600 hours a year

Cloudwerx integrated Salesforce and Jira to automate sales-to-delivery handoffs and data migration. With Unito, they eliminated manual updates, improved visibility, and saved over 2,600 hours annually.

 

$312k
saved annually

 

 

50
hours saved weekly

 

 

2,600
hours saved annually

 

Anel Behric testimonial

 

Enterprise-grade security and reliability

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SOC 2 Type 2 certified

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GDPR and CCPA compliant

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No data stored by Unito

Power your sales + delivery workflows with real-time two-way sync.

See Unito's Salesforce + Jira integration in action. Our experts will tailor the demo to your workflows.