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Business productivity ⇄ CRM

Atlassian to Veeva CRM integration — real-time, two-way sync

Keep Atlassian and Veeva CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Atlassian and Veeva CRM

Sync what happens in Atlassian with the customer records in Veeva CRM, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Atlassian holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Boards and Sprints, Issue Comments, Attachments, Custom Fields in Atlassian to Accounts (HCPs and HCOs), Calls, Medical Inquiries, Sample Transactions in Veeva CRM with bi-directional, real-time sync. Activity and record changes in Atlassian update the matching contact or account in Veeva CRM, and CRM data flows the other way wherever Atlassian can store and use it.

Common use cases

  • Mirror Jira projects into a SQL database for engineering throughput and SLA reporting.
  • Create Jira issues from records in other systems, such as onboarding tasks generated from a closed-won CRM deal.
  • Feed territory alignments from a roster system into Veeva as field teams change.
  • Mirror medical inquiries into a medical information system for fulfillment and audit.

Where Atlassian supplies contact or company data

Enriched fields land directly on records in Veeva CRM, and refreshes keep them from going stale.

Where Atlassian can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Veeva CRM sync into Atlassian, so people working there have the context without switching tools.

Where Atlassian handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Veeva CRM, so sales sees open issues before the next call.

What you can sync between Atlassian and Veeva CRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Atlassian objects Veeva CRM objects
Attachments Files on issues mirrored to paired records where needed. Sample Transactions Sample disbursement records tracked for regulatory compliance.
Custom Fields Instance-specific fields (customfield IDs) that carry most business-specific data in syncs. Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems.
Workflows and Statuses Status transitions mapped to stages in the paired system. Key Messages and CLM Content Approved content presented during calls, referenced in activity data.
Users and Groups Assignees and reporters matched to identities in other tools. Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system.
Confluence Pages Documentation content readable and writable through the Confluence REST API. Events Medical events and speaker programs managed through Veeva's events capabilities.
Confluence Spaces Namespaces that scope page syncs and permissions. Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting.
What ships with Atlassian ⇄ Veeva CRM

Connect Atlassian and Veeva CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Atlassian–Veeva CRM connection.

Real-time

Two-way sync

Changes in Atlassian or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Atlassian or Veeva CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Atlassian or Veeva CRM record.

Observability

Monitoring

Track your Atlassian ⇄ Veeva CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Atlassian and Veeva CRM.

How the Atlassian and Veeva CRM connectors work

Atlassian

Integration surface
REST APIs per product (Jira Cloud and Confluence Cloud)
Authentication
OAuth 2.0 (3LO) for apps or API tokens with basic auth for scripts
Change detection
Webhooks on issue and page events, plus JQL polling on the updated timestamp for backfill
Capabilities
read · write · webhooks

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works

How to connect Atlassian to Veeva CRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Atlassian and Veeva CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Atlassian connected
    Veeva CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Atlassian and Veeva CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Atlassian ⇄ Veeva CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Atlassian Veeva CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Atlassian and Veeva CRM integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Atlassian and Veeva CRM.

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