Powering Jira with Custom JQL and Customer Data

If you’re managing your tasks and issues in Jira or handling support requests in Jira Service Management, you’re already familiar with the power of having all your work in one place. But what if you could query your Jira issues based on customer and sales data too? This is where Custom JQL comes in, allowing you to search Jira issues using more specific data, like which customer or sale the issue is tied to, and it opens up a world of possibilities for optimizing workflows.

Introducing Custom JQL

Jira Query Language (JQL) is a powerful way to search for issues, helping you find exactly what you need. But Jira, on its own, mostly limits you to issue-related fields like status, priority, or assignee. With Custom JQL, you can now search Jira issues using data from apps like Atlas CRM, creating more granular and targeted queries.

With this capability, you can create dynamic filters, dashboards, and queues based on real-time customer or sales data, directly from within your CRM. No more copying values into custom fields, and no more workarounds to keep data in sync.

Why is This a Game Changer?

Custom JQL allows you to build precise overviews of the work that matters most to you. For example, say you want to know which support requests are coming from your top-tier customers. Or maybe you’re a sales rep who needs to keep track of open tasks for deals that are close to closing. Custom JQL lets you query this information easily, based on real-time data from your CRM.

Atlas CRM: The Perfect Fit for Custom JQL

As the number one native CRM solution within the Atlassian ecosystem, it makes perfect sense for Atlas CRM to integrate Custom JQL. Our vision has always been to make Atlas CRM the foundation where your work begins in the Atlassian ecosystem, so this deep integration is a natural extension of that.

With Atlas CRM, all customer and sales data is tied directly to your Jira issues. Whether it’s a support request, a sales opportunity, or any customer-related task, Custom JQL enables you to query your Jira issues with precision using all sorts of customer and sales data.

Customizing Your Templates for Maximum Flexibility

Atlas CRM allows you to fully customize your customer and sales templates. This means that if you have specific fields—like 'License Type,' 'Contract Value,' or 'Account Manager'—you can add them to your templates. Then, these custom fields can be used in your Custom JQL queries to find exactly the issues that matter most to you.

By linking Jira issues directly to these customized fields, you can generate tailored overviews and reports, ensuring you’re always working with the most relevant information, based on your specific business needs.

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Real-World Custom JQL Use Cases

Let’s look at a few examples of how Custom JQL can power your workflows:

Prioritizing High-Value Accounts in Support

Josh works in the Service Department and needs to prioritize tickets from high-value “Platinum” customers. With Custom JQL, he can easily query all urgent, unresolved tickets related to these top-tier clients, ensuring they are handled promptly.

Custom JQL Query:

atlasCompany in atlasCompanies("Customer Tier", "=", "Platinum") AND status != "Done" AND priority = "High"

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Scheduling Follow-Ups for Sales Opportunities

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Alicia, a sales rep, wants to focus on tasks related to sales opportunities in the “Negotiation” stage. By querying these tasks, she can ensure timely follow-ups and increase the chances of closing deals.

Custom JQL Query:

atlasSale in atlasSales("Funnel stage", "=", "Negotiation")

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Monitoring Key Account and Sales Activities

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Janelle, the company founder, wants to stay on top of key customer-related and sales-related tasks managed by her team without diving into every detail. With Custom JQL, she can create two simple queries to oversee all important open tasks for both accounts and sales.

Custom JQL Query (Customer related work):

atlasCompany in atlasCompanies("Account Manager", "=", "currentuserid") AND status != "Done" AND priority = "High"

Custom JQL Query (Sales related work):

atlasSale in atlasSales("Assignee", "=", "currentuserid") AND status != "Done" AND priority = "High"

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What’s Next?

The introduction of Custom JQL is just the start. We’re committed to expanding automations and integrations within the Atlassian Ecosystem, ensuring that customer data becomes an even more integral part of your workflows within Jira. And while Custom JQL works seamlessly with Atlas CRM, it can also be used with other apps from the Atlassian Marketplace.

Share Your Custom JQL Use Cases!

We’d love to know how you are—or plan to—leverage Custom JQL and Atlas CRM data in your organization. Let us know how it’s making your life easier or how you’re using it to supercharge your workflows. We’re always eager to learn from your use cases!
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Start your free trial in the Atlassian marketplace. Do you want to learn more about using custom JQL with Atlas CRM ? Check out our documentation for more information or contact us via our support channel.

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