You can use Sales CRM’s custom fields to create custom JQLs.

Custom JQL enables you to filter and query Jira issues using customer, contact, or sales data from Sales CRM. This feature streamlines work organization and tracking for specific business activities without requiring additional configuration.

How Sales CRM works with Custom Fields JQL

The Custom fields that work with the JQL are the following:

Deal
Account
Contact

With a JQL query, you’re able to find support tickets, client projects, or other relevant work items. This integration can help you find items with the right context more easily by plugging the Sales CRM custom fields into Jira searches and filters.

Custom JQL requires no additional configuration in Sales CRM. Once installed, it integrates seamlessly with Jira, allowing you to query tickets based on customer or sales data instantly. Simply use the provided syntax to create queries in Jira and begin leveraging this functionality immediately.

Where you can use Custom Fields JQL in Jira

If you’re not familiar with JQL - you can find out more about them through Atlassian’s documentation here: Use advanced search with Jira Query Language (JQL) | Jira Service Management Cloud | Atlassian Support

A popular way of using a JQL in Jira is to use it to search for specific issues that fit a certain criteria, but you could also save a JQL as a filter to find a certain set of issues quickly in the future.

In this case, the JQL is defined to search for all issues that do not have a deal name. Note that you can combine multiple elements in a JQl to find more specific items.

Other use cases :

Queues in Jira Service Management (JSM): Easily find tickets based on the Prioritize tickets based on customer tiers or account managers.
Dashboards: Visualize work related to specific customers or sales stages.
Automations: Expand Custom JQL Use Cases with Automations

How to use the Sales CRM Custom Fields in a JQL

These are the Custom Fields that you can find from Sales CRM

These custom fields use the exact same operators that you would typically use for JQL. More specifically:

Supported Operators by Custom Field:

Deal (or "issue.property[type_crm_deals].name") : =, !=, IS, IS NOT, IN, NOT IN

Contact (or "issue.property[type_crm_accounts].name") : =, !=, IS, IS NOT, IN, NOT IN

Account (or "issue.property[type_crm_contacts].name") =, !=, IS, IS NOT, IN, NOT IN

When you use : =, !=, IS, IS NOT, the Search Query will expect “EMPTY”.

When you use IN or NOT IN, the Search Query will expect the following options :

EMPTY
typeAccounts("", "", "") →
typeContacts("", "", "") →
typeDeals("", "", "") →

Example:

More Information

You can find more information on the Atlassian documentation pages: JQL fields | Jira Cloud | Atlassian Support

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