Features

6. Overview of Core Features

6.1 Embedding HubSpot Data in Jira Issues

• Contact & Company Panels: Display relevant Contact or Company information on a Jira issue, such as name, email, company domain, deal size, or lifecycle stage.

• Deal Panel: Optionally embed open deals associated with the contact or company, allowing you to see financial context (deal amount, close date, stage).

6.2 Displaying Jira Issue Status in HubSpot

• Jira Issue Panels in HubSpot: Within HubSpot contact or deal records, display the linked Jira issues, their status, priority, and resolution.

• Quick Updates: Sales or support reps in HubSpot can see if an issue is “In Progress,” “Blocked,” or “Done” without needing a Jira license.

6.3 Automatic Issue Creation or Updating

• Issue Auto-Creation: Configure rules so that certain HubSpot activities (e.g., new support request from a high-value account) automatically trigger a Jira ticket creation.

• Status Sync: When a Jira issue is transitioned to “Done,” automatically update a corresponding HubSpot ticket or task.

6.4 Custom Field Mapping

• Field Mapping Wizard: Map HubSpot properties (like Lifecycle Stage or Industry) to Jira custom fields.

• Multi-Directional Sync: Determine if fields are updated from HubSpot to Jira, from Jira to HubSpot, or both ways.

6.5 Support for Jira Service Management

• Customer Portal Integration: Align HubSpot and Jira Service Management for seamless customer support.

• Service Desk Tickets: Display a customer’s HubSpot context right in the service desk queue to speed up time to resolution.