Find HubSpot Object and Link
Extended Use Case
Support issue linked to an existing Contact or Company
A customer emails support. A Jira issue is created via email integration or manually by Support.
The Contact already exists in HubSpot, but the Jira issue isn’t linked.
Without automation:
Sales cannot see development activity on the customer
CSMs have no visibility into technical blockers
Duplicate Contacts may be created
This rule searches HubSpot for an existing object (e.g., Contact by email, Company/Deal/Ticket by object name) and links the Jira issue to it.
This ensures the CRM record becomes the single source of truth for customer engagement.
Automation Setup
A. Create the Action Rule in HubSpot for Jira Configuration
HubSpot for Jira Configuration → Go to Automations → Create New Action Rule.
Set:
Action = Find HubSpot Object and Link
Jira Project = where issues will be triggered
Choose the HubSpot object type you want to find/link (Contact/Company/Deal/Ticket).
Map the identifier field correctly (this is crucial):
Contact identifier = Email
Company identifier = Company Name
Deal identifier = Deal Name
Ticket identifier = Ticket Name
Example: map Jira “Reporter email” (or a custom email field) → HubSpot Contact Email.
Save → copy the authorization token.
B. Create the Jira Automation rule
In Jira, create a new Automation rule with an Issue trigger (e.g., Work item created).
Add action Send web request and fill in exactly:
URL: https://embed-j-hubspot.resolution-cloud.com/api/automation/hubspot-for-jira
Body: Issue data – Automation format
Header: authorization = Bearer <token> (token from step A5)
Turn on Jira rule.
Turn on the Jira rule.
C. Activate in HubSpot for Jira
Activate the Action Rule in HubSpot for Jira Automations.
Outcome
The Jira issue appears on the Contact’s dashboard in HubSpot.
Sales can see open engineering work impacting their customer.
No duplicates are created.
Visibility improves without changing workflows.