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Multiple CRM contacts per task

kaitlin_muench July 9, 2025

Some projects that I am tracking have more than one contact sometimes from different organizations. CRM is only letting me add one contact. Is there any way to use CRM to add more than one contact per task/story/epic?

2 answers

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Antonio Panea Pastor
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July 10, 2025

Hi @kaitlin_muench ,

 

with Crmble for jira you could add as many contacts per issue/deal as you need, as you can see in the picture.

If there is anything else you may need please let me know.Captura de pantalla 2025-07-10 a las 10.06.15.pngCaptura de pantalla 2025-07-10 a las 10.10.32.pngCaptura de pantalla 2025-07-10 a las 10.10.52.png

Best,

Toni

Antonio Panea Pastor
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July 10, 2025

Also @kaitlin_muench , there is also the possibility of adding multiple contacts from the same company to the Issue/Deal as you may see in the picture:Captura de pantalla 2025-07-10 a las 10.14.22.png

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kaitlin_muench July 10, 2025

Screenshot 2025-07-10 093938.png

The way we are currently using the CRM App, it only allows me to enter one contact. I have attached a photo. I am unsure if Crmble is different than what I am doing?

Antonio Panea Pastor
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July 14, 2025

Hi @kaitlin_muench ,

 

I don't know if there is any other CRM apps that allow you to do that, but Crmble for Jira, as I mentioned before, already has this feature.

 

I leave you here the link just in case you would like to test it out out: https://marketplace.atlassian.com/apps/1232290/crmble-for-jira-crm-with-contacts-deals-gmail-outlook?hosting=cloud&tab=overview

 

If there is anything else you may need please let me know.

 

Best,

Toni

 

kaitlin_muench July 14, 2025

Thank you, I appreciate your help!

0 votes
Trudy Claspill
Community Champion
July 9, 2025

Hello @kaitlin_muench 

Welcome to the Atlassian community.

Can you clarify for us the project Type this concerns? Get that information from the View All Projects page under the Projects menu. Find your project in the list. What does it say in the Type column?

kaitlin_muench July 9, 2025

Company managed software. Is this what you are referring to?

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Trudy Claspill
Community Champion
July 9, 2025

Yes, thank you, that is exactly what I was asking for.

When you refer to "CRM" are you referring to a project or are you referring to a field within an issue?

If it is a field, is it a selection list from which you choose a value, or do you type in the data?

Can you provide a screen image to help illustrate the reference?

 

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kaitlin_muench July 10, 2025

Screenshot 2025-07-10 093938.png

I am using the CRM App to add a contact. 

Trudy Claspill
Community Champion
July 10, 2025

That looks like it might be a third party app. 

I see multiple CRM apps listed in the Atlassian Marketplace. Which one specifically are you using?

https://marketplace.atlassian.com/search?query=crm&product=jira&hosting=cloud

kaitlin_muench July 11, 2025

Sorry I did not realize there were so many different ones. We are using 

CRM for Jira Cloud

Trudy Claspill
Community Champion
July 11, 2025

I'm sorry, I'm not seeing an app by the name "CRM for Jira Cloud" in the search results shown in the link I provided. Can you provide the marketplace listing link for the app you are using, or identify the app based on the names in the search results?

kaitlin_muench July 11, 2025

Screenshot 2025-07-11 143329.png

This is the one we have. Thank you for your willingness to help. 

Trudy Claspill
Community Champion
July 11, 2025

Thank for that clarification.

Reviewing the documentation for the app:

https://docs.teamlead.one/crm-for-jira-cloud/Working-version/getting-started-with-crm

...it states:

It is assumed that an issue is being raised from one company, so an issue can be linked only to one company even in cases when a Reporter has more than one company.

Also here:

https://docs.teamlead.one/crm-for-jira-cloud/Working-version/link-issues-with-contacts-companies

...it states:

Link Issues With Contacts/Companies

Linkings company and contact to an issue

The CRM app provides a CRM section in issues for linking an issue with a contact and/or a company.

 

So it seems the answer to your original question is no, it is not possible to link multiple contacts or multiple companies to one issue.

 

For an authoritative answer I suggest that you contact the app vendor's support team. Their contact information is available on the Support tab of their Atlassian Marketplace listing.

https://marketplace.atlassian.com/apps/1211588/crm-for-jira-customers-sales?hosting=cloud&tab=support

kaitlin_muench July 14, 2025

Thank you so much, I appreciate your help. You have been so helpful. 

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