Use Cases

Common ways teams use HubSpot for Jira. Each entry links to the page that explains the setup in full.

Automating a single step

Each automation rule solves one recurring problem. These are the scenarios they were built for.

Scenario	Rule
A customer escalation in Jira should appear in HubSpot without anyone copying details across	Create New HubSpot Object
A support work item should be linked to the Contact or Company that already exists in HubSpot	Find HubSpot Object and Link
Revenue-impacting work should always have a Deal attached, without creating duplicates	Link or Create and Link HubSpot Object
A work item is no longer customer-relevant and should stop showing in the CRM	Find HubSpot Object and Unlink
A work item moved to internal work and every CRM association should be cleared at once	Unlink All HubSpot Objects
Sales keeps asking for status; owners of linked records should be told automatically	Notify Linked HubSpot Objects
A HubSpot Workflow should create work items in Jira	HubSpot to Jira (Workflows)

Longer workflows chain the rules together with other Atlassian products.

Two rules working together: one links the customer when a JSM request arrives, the other turns the agent’s health score into a HubSpot ticket. See Jira Service Management and HubSpot Tickets: The Two-Trigger Workflow.