Find HubSpot Object and Unlink

Extended Use Case

Remove CRM visibility when issue becomes irrelevant

Sometimes a Jira issue:

• No longer applicable

• Is marked Duplicate

• Turns out to be internal-only

• Was logged incorrectly

• Should not be customer-visible anymore

If it remains linked:

• Sales may escalate unnecessarily

• Customers may see irrelevant activity

• CRM becomes noisy

This rule safely removes the association when a defined condition is met.

Automation Setup

A. Create the Action Rule in HubSpot for Jira Configuration

1. Create New Action Rule → Action = Find HubSpot Object and Unlink → select Jira Project. 

2. Select the HubSpot object type you want to unlink (e.g., Ticket or Deal).

3. Ensure the identifier mapping is correct (Contact Email / Company Name / Deal Name / Ticket Name). 

4. Save → copy token. 

B. Create the Jira Automation rule

5. Trigger: usually a Status transition (e.g., “Done”, “Invalid”, “Duplicate”, “Won’t Do”) 

6. 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 A4) 

7. Turn on the Jira rule. 

C. Activate in HubSpot for Jira

8. Activate the Action Rule in HubSpot for Jira.

Outcome

• The Jira issue disappears from the HubSpot timeline.

• CRM remains clean.

• Revenue teams only see relevant engineering activity.