Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Integrate HubSpot in Jira/JSM and boost your customer relationship management with HubSpot Connector for Jira.

✨Features

  • Create and browse HubSpot Views inside Jira

  • Attach HubSpot Views to Jira issues and dashboards

  • Attach HubSpot contacts, companies, deals and tickets to your Jira issues as HubSpot Cards

  • Contacts, companies and deals from HubSpot are automatically attached to related tickets in Jira Service Management

  • Customize your HubSpot Cards and Views from the control panel

⚡ How to use

...

Are you the admin of your Atlassian instance?

...

How to use

Insert excerpt
HubSpot Connector
HubSpot Connector
namehubspot links
nopaneltrue

Get relevant information on Jira Service Management

  1. Access a ticket in your Jira Service Management.

  2. Click on the HubSpot button in the panel on the right.

    Image Added

  3. Click on “Allow access” if needed.

  4. If the contact associated to the ticket is synchronized in your HubSpot, all the relavant info will appear in the panel on the right.

Info

The information available to the user in Jira Service Management depend on both your HubSpot setup and your settings in HubSpot Connector for Jira.

...

Attach a HubSpot Card

  1. Click on the HubSpot Cards button in your Jira issue.

  2. Select the type of card you want to attach.

  3. Search for the item you want to attach and select it.

  4. Click Add.

You can add more cards or remove attached ones if you want.

Expand Click on the expand button on the card to see more details.

...

...

Attach a HubSpot View to a Jira issue

  1. Click on the HubSpot Views button in your Jira issue.

  2. Select the view View you want to attach.

  3. Click Add.

You can add more views Views or remove attached ones if you want.

...

Access HubSpot view list

  1. In a Jira project, scroll down the left panel to the Apps section and click on HubSpot Connector.

  2. If asked, allow the app the required access.

  3. Browse your HubSpot views.

...

Attach a HubSpot View to a Jira dashboard

  1. Click on Edit in your Jira dashboard.

  2. Search for the HubSpot Views widget and click Add.

  3. Select the View you want to attach.

  4. Click Add.

  5. Click Confirm.

  6. Click Done in your Jira dashboard.

You can add more Views or remove attached ones if you want.

...