Plum CRM for Jira Cloud Documentation

Jira Installation

Install the Plum CRM application

NOTE: If you have already installed the Plum CRM Application, you will only need to update the app.

Please follow these steps: (need the steps once the app is in the marketplace)


Installing the app in a fresh Jira Instance or Sandbox:

  1. Navigate to the Atlassian Marketplace following this link:
    https://marketplace.atlassian.com/apps/1220331/crm-salesforce-integration-for-jira?hosting=cloud&tab=overview

  2. Click on the “Try it free” button

  3. In the next window, “Review and install,” click on the “Start free trial”

  4. In the next window, select a site from the dropdown menu and select “Install”

  5. A small modal window at the bottom left of the screen will show you the progress. When the installation is completed, that window will show a link to proceed to configure the Plum CRM App. Click on this button and follow the steps.


Internal note: Screen shots will not be available until we can install from the marketplace

Next Step: Registration