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Connect Jira to Salesforce
Automate Jira and Salesforce with AI
Salesforce cases and Jira bugs duplicate when customer issues never leave the CRM. Your Operator agent on OpenClaw creates Jira work from Salesforce escalations with account tier attached, syncs fix versions back to the case, and returns engineering status when sales asks in chat. Ask what is blocking a renewal account and it merges Salesforce case history with open Jira issues.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Jira and Salesforce
What your agent does in Jira
Add Attachment
Uploads and attaches a file to a Jira issue.
Add Comment
Adds a comment using Atlassian Document Format (ADF) for rich text to an existing Jira issue.
Add Users to Project Role
Adds users and optionally groups to a project role.
Add User to Group
Adds a user to a Jira group.
Add Watcher to Issue
Adds a user to an issue's watcher list by account ID. Requires the authenticated user to have permission to view the issue and manage watchers; insufficient permissions may result in silent failure or an error response.
Add Worklog
Tool to add a worklog entry to a Jira issue. Use when logging time spent on an issue.
What your agent does in Salesforce
Add contact to campaign
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
Add lead to campaign
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...
Add product to opportunity
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...
Associate contact to account
Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
How it works
Tell the agent what you want to happen between Jira and Salesforce, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Jira, works out what to do, and runs the matching action in Salesforce without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Jira and Salesforce
- How do I connect Jira and Salesforce to Operator?
- You authorize Jira and Salesforce once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Jira and Salesforce?
- Tell it the job and it moves between Jira and Salesforce as one task, choosing which actions to run on each side. There is nothing to map and no trigger to configure; you give instructions the way you would to a person.
- Can my agent keep Jira and Salesforce in sync?
- Yes. It can watch Jira and act in Salesforce, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Jira and Salesforce integrations
Put your agent on Jira and Salesforce
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
Try for free