Atlas CRM Cloud
  • Atlas CRM Cloud
  • Release notes 2025
  • Release notes 2024
  • Release notes 2023
  • Release notes 2022
    • November 21st
    • September 8th
    • June 14th
    • June 1st
    • May 19th
    • May 11th
    • March 31st
    • March 15th
    • March 9th
    • March 2nd
    • February 21st
    • February 16th
    • February 4th
    • February 2nd
    • January 22nd - Atlas CRM 2.0
    • January 13th
    • January 10th
  • Getting started
    • Checklist
    • Core concepts
    • Installation
    • Language settings
    • Pricing
  • User functionalities
    • Companies
    • Contacts
    • Sales
    • Jira issues
    • Interactions
      • Manual Interactions
      • Gmail Integration
        • Installation
        • Feature overview
        • Admin settings
      • Outlook Integration
        • Installation
        • Feature overview
        • Admin settings
      • Jira Service Management Requests
    • Custom JQL
      • Practical examples
      • Queues in Jira Service Management
      • Gadgets on dashboards
      • Custom JQL automations
    • Confluence pages
    • Export
    • User preferences
  • Gmail integration
  • Admin configuration
    • Templates
    • Import
    • Sales configuration
    • Atlas CRM data on Jira issues
    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
        • Issue comment added
        • Issue updated
        • Contact linked to issue
        • Company linked to issue
        • Sale linked to issue
      • Actions
        • Link company based on custom field
        • Link contact based on custom field
        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
        • Log issue as interaction
      • Configure an automation
        • Select trigger and actions
        • Publishing your automation
        • Disabling an automation
    • User synchronization
    • JSM Connect
    • API
      • Authentication
      • Endpoints
  • Privacy / Security
    • Security policy
  • Relevant links
  • Marketplace
  • Support
  • Roadmap
  • Server / Data Center documentation
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On this page
  • Types of Interactions in Atlas CRM
  • Manual Interactions
  • Gmail app
  • Outlook emails
  • Jira Service Management requests
  • Collaborate on Interactions
  • @Mentions

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  1. User functionalities

Interactions

A unified view of all Customer Engagements

Last updated 1 month ago

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The Interactions feature in Atlas CRM allows you to track all your customer engagements in one place. By logging interactions such as emails, calls, and meetings, you gain a comprehensive view of your communication history with each customer. This feature supports both manual entry and automated imports from platforms such as Outlook, Gmail, and Jira Service Management, providing flexibility in capturing all relevant touchpoints.

Types of Interactions in Atlas CRM

There are several ways to start logging interactions in Atlas CRM. You can manually create interactions by going to a customer's interactions page, see the image above.

Manual Interactions

Apart from manually creating integrations, you can also automatically log emails from Gmail and Outlook, and requests from Jira Service Management.

Gmail app

You can automatically store emails from Gmail as interactions in Atlas CRM, ensuring important conversations are saved and accessible for your coworkers. Additionally, you can add participants from Gmail directly as contacts in Atlas CRM, making it easy to keep your customer records complete. Check out our dedicated documentation pages to learn more.

Outlook emails

You can automatically store emails from Outlook as interactions in Atlas CRM, making important conversations accessible for your coworkers. You can also add participants from Outlook directly as contacts in Atlas CRM, ensuring your customer data stays up to date. Check out our dedicated documentation pages to learn more.

Jira Service Management requests

Service requests from your customers can also be automatically logged in Atlas CRM. You can do this by enabling the Interactions automations blueprint for your Jira Service Management projects.

Collaborate on Interactions

Atlas CRM makes it easy to collaborate with your team on customer interactions. By mentioning colleagues and sharing updates, you ensure everyone stays informed about important customer communications.

@Mentions

When working with customer interactions, you can easily bring teammates into the conversation:

  • Type @ followed by a teammate's name to tag them in a comment

  • Tagged users receive notifications both in-app and via email

  • Helps bring the right people into customer discussions at the right time

Notification Management

Stay on top of important customer interactions without being overwhelmed:

  • All interaction mentions appear in the Notification Center and emails

Customize which notifications you receive through

Manual Interactions
Installation
Feature overview
Admin settings
Installation
Feature overview
Admin settings
Jira Service Management Requests
Notification Preferences
@mentioning and Notifications