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How to Set Up a Freshdesk Jira Bidirectional Integration using Exalate: Advanced Use Cases

  • February 21, 2025
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Need to integrate Jira and Freshdesk? Want full control over your sync rules?

We've got the perfect solution for you!

In this video, we walk you through setting up a bidirectional Freshdesk-Jira integration using a third-party integration solution called Exalate. 

We’ll sync tickets between Jira Service Management (JSM) and Freshdesk and implement some advanced use cases. 

 

Use Case: Frontline Service Desk Escalations


JSM acts as the main service desk for handling customer requests. Some requests, like finance-related tasks, get escalated to Freshdesk. These could be tasks handled by internal teams or an external ITSM vendor.

How the Freshdesk Jira Integration Works

  • High-priority JSM tickets (marked with "Highest") and those with a custom field value "Escalate to" automatically trigger ticket creation in Freshdesk.
  • Real-time bidirectional sync for ticket details, including priorities, attachments, and status updates.
  • Private comments stay private between systems.
  • Attachments, like a “copy of the contract,” are synced seamlessly to Freshdesk.

Advanced Use Case Customization Options

There are many ways to tailor this integration:

  • Sync custom fields (like dropdowns and select lists) between Jira and Freshdesk.
  • Bidirectional sync of priorities and statuses.
  • Sync reporters, assignees, and user fields.
  • Connect Jira Software with Freshservice.
  • Control which Jira issue types sync with Freshdesk (e.g., only sync tickets from Freshdesk as Epics and Bugs in Jira).
  • Sync attachments both ways.

With a fully integrated Freshdesk Jira setup, your teams will stay in sync, regardless of the systems they use.

Have a use case to discuss? Book a free call with our integration engineer or drop a comment below! 

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