Overview

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Attio for Jira puts the customer's CRM record on the request they raised, so an agent answering a ticket can see who they are talking to without leaving Jira.

Start here if you are deciding whether the app fits, or working out what it needs before you install it. If you already have it and want it running, Get started is the shorter route.

#In this section

What Attio for Jira doesAttio for Jira shows the reporter's Attio CRM record on a Jira Service Management request, so an agent can see who they are answering before they reply.What you need before you connect AttioA service management project, a project administrator, an Attio workspace API key with two read permissions, and Jira's approval to read reporter email addresses.How Attio for Jira worksFrom an agent opening a request to a card on the issue: what is read, where the lookup happens, what leaves Atlassian, and how long an answer stays warm.One Attio connection per Jira projectEvery Jira project connects its own Attio workspace with its own key. There is no site-wide connection, and the site-level list of connections is deliberately read-only.What Attio for Jira does not doThe deliberate limits: no writing to your CRM, no background sync, nothing for portal customers, no per-person field hiding, and no refresh button on a working card.

Read this before you install anything.