Notify Linked HubSpot Objects

Extended Use Case

Notify Deal Owners when engineering milestone is reached

Sales constantly asks:

• “Is this being worked on?”

• “When will this be ready?”

• “Can I update the customer?”

Instead of Slack messages or manual emails, Jira automatically sends a notification into HubSpot when key events happen.

Examples:

• Status → In Progress

• Status → Ready for QA

• Status → Done

• SLA Breach

• Critical Bug Logged

This pushes updates directly into the HubSpot object timeline and notifies the object owner.

Automation Setup

A. Create the Action Rule in HubSpot for Jira Configuration

1. Create New Action Rule → Notify Linked HubSpot Objects → select Jira Project. 

2. Select which HubSpot objects should be notified.

3. Save → copy token. 

B. Create the Jira Automation rule

5. Create Jira automation with an Issue trigger (commonly a status transition like “In Progress”, “Done”, “Blocked”, or “Waiting for Customer”).

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 

• HeaderKey: authorization Header Value: Bearer <token> (token from step A3) 

• Header Key: changelog Header Value: {{changelog}}

7. Turn on the Jira rule. 

C. Activate in HubSpot for Jira

7. Back in HubSpot for Jira Automations → Activate the Action Rule.

Outcome

• HubSpot Deal/Contact/Company owner receives instant visibility.

• No manual status updates required.

• Sales can confidently update customers.

• Engineering is not interrupted.