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
Powered by GitBook
On this page
  • December 4th - Outlook Add-in for Atlas CRM
  • November 25th - JSM Tickets to Interactions
  • Gmail Integration Updates
  • October 4th - Custom JQL for Atlas CRM & Performance Improvements
  • Performance Improvements
  • August 28th - Improvements for Gmail integration
  • August 5th - Gmail for Atlas CRM is here!

Was this helpful?

Release notes 2024

The following updates are released for Atlas CRM in 2024.

Last updated 5 months ago

Was this helpful?

December 4th - Outlook Add-in for Atlas CRM

We know many of you have eagerly awaited this feature, and it’s finally here! 🎉

Today, we’re thrilled to deliver the —a key step in improving customer management. This integration helps bring your customer data together, giving you a clearer view of every interaction. With the ability to store emails and contacts from Outlook in Atlas CRM, your team can stay organized and focus on building stronger customer relationships.

Key Benefits:

  • Contact Management: Automatically store email participants as Atlas CRM contacts and access their information instantly from Outlook.

  • Email Storage: Save email conversations from Outlook directly to a contact’s profile in Atlas CRM, either manually or automatically.

  • Atlas CRM inside Outlook: Manage Atlas CRM contacts from within Outlook, making it easy to search, update, and compose emails without leaving your workflow.

We are very proud that we have transformed Interactions into a unified overview of customer touchpoints over the last months. This integration is another step toward breaking down silos between customer relationships and work. It fits seamlessly into Atlassian’s System of Work, ensuring all your customer interactions—whether through emails, meetings, or support tickets—are tied together in one place.

November 25th - JSM Tickets to Interactions

Log Jira Service Management (JSM) tickets as interactions directly in Atlas CRM. Sales teams can now see support tickets alongside emails and meetings, providing a complete view of customer interactions and ensuring seamless collaboration between sales and support.

Gmail Integration Updates


October 4th - Custom JQL for Atlas CRM & Performance Improvements

In line with our vision of making Atlas CRM the starting point of your work in the Atlassian ecosystem, we introduce Custom JQL for Atlas CRM, allowing you to query Jira issues based on customer, contact, or sales data. With this feature, users can now create more refined searches using specific customer and sales-related information—helping you focus on what matters most. 🎯

Specific usecases:

Performance Improvements

Along with the release of Custom JQL, we’ve made significant performance improvements across Atlas CRM. The issue glance panel now loads faster, making it quicker to access and edit customer data on Jira issues. Additionally, we’ve optimized the load times for the company, contact, and sales overview screens, ensuring a smoother and more responsive user experience throughout the application.


August 28th - Improvements for Gmail integration

We have had some amazing feedback after the Gmail Add-on for Google Workspace has been released. We are actively improving the Gmail integration while working on our integration for Microsoft Outlook, which will be available soon!

Here is what we improved and is available now:


August 5th - Gmail for Atlas CRM is here!

We're excited to launch our Gmail Add-on for Google Workspace, bringing Atlas CRM's powerful customer management features into your inbox. This integration allows you to manage contacts and conversations without leaving Gmail.

Key Features:

  1. Search Atlas CRM contacts in Gmail

  2. Add new contacts to Atlas CRM from email conversations

  3. View contact information alongside emails

  4. Store conversations as interactions in Atlas CRM

  5. Auto-save future replies in stored conversations

  6. Set up automatic conversation storing for specific contacts

This integration combines Gmail's communication power with Atlas CRM keeping your team in sync with customer communications. Get Atlas CRM for Gmail.

We'd love to hear about your experiences! Let us know through our portal.

Next up: Outlook for Atlas CRM

Check out and learn what the has in store.

Learn how it fits in and .

Admins can now monitor Gmail app usage under Configuration > Google Workspace. .

Users can easily manage and connect their Gmail to the correct Atlas CRM instance for better customization and flexibility.

Whether you’re working in Jira Service Management (JSM) and need to prioritize tickets from high-value customers or track issues related to sales opportunities in different stages, Custom JQL enables better insight into your work and helps you manage tasks more effectively. Be sure to check out these .

: Prioritize tickets based on customer tiers or account managers.

: Visualize work related to specific customers or sales stages.

: Expand Custom JQL Use Cases with Automations

We have made it easier to add all the participants of a conversation to Atlas CRM with a single click.

There is now more space for the the name of a contact, so they will be cut off less frequently.

If for some reason Atlas CRM's connection to Gmail has been lost, you are now able to restore that connection, without having to reach out to support. (Even though we would love to talk to you in our service desk)

⚡
✂️
🐛
🛠️
how to get started
Outlook add-in for Atlas CRM
Interactions
how to set up the automation
Read more
Read more.
practical examples
Queues in Jira Service Management (JSM)
Dashboards
Automations
Atlas CRM Outlook Add-in
Outlook Add-in for Atlas CRM
Example of Custom JQL using Sales data from Atlas CRM
Add all unknown contacts in Atlas CRM with one click