Installation and Configuration

Prerequisites

You must be:

  • An admin of the Jira Cloud instance.
  • An admin of Drift.
  • Either a technical contact or billing contact of the Jira Cloud instance. To verify, login to MyAtlassian and ensure the Jira Cloud instance appears in the Licenses page.

Step 1: Installing the Connector App on Jira Cloud

  1. Log in to Jira Cloud.

  2. Click on the Jira icon in the top left (, or Jira Settings > Apps Find new apps.

  3. Locate Drift & Jira Cloud Connector.

  4. Click Free trial to download and install your add-on.

  5. You're all set!
    Click Close in the Installed and ready to go dialog window.

Step 2: Installing the Connector App on Drift

  1. Log in to Drift.

  2. Click on the settings icon App Settings > Apps.

  3. Locate Drift & Jira Cloud Connector.

  4. You do not need to click Connect > Authorize app. The authorization initiates from Jira, see next step.

Step 3: Setting up a Connection to Drift

  1. Click the Jira icon in the top left (, or ) > Drift > Connections.

  2. At the Salesforce Connections screen, click +Add Connection.

  3. The New Connection dialog window will pop up.
    Enter a Connection Name, then click Add.

  4. The connection will be added to the Connection Name list but you'll notice it is Not Authorized
    Click Authorize.

  5. If you're not logged into Drift, the browser will load a new page and prompt you to enter your Drift credentials.

  6. If the authorization was successful, the Status will display Authorized.