How To Get Started
Connecting the two systems for the first time, choosing what they share, and rolling it out to your team.
First steps after installing
How do I initiate the HubSpot for Jira integration after installation?
After installation, access the connection settings from the "Apps" section within Jira to connect your HubSpot account by authenticating and authorizing the integration permissions.
What are the first steps to take once the HubSpot for Jira integration is installed?
Begin by linking your first Jira work item to a HubSpot record to familiarize yourself with the integration's functionality and ensure configurations are correct.
Where can I find the HubSpot for Jira integration settings within Jira?
The integration settings are located within the 'Apps' section of Jira's administrative settings, where you can find HubSpot for Jira.
Configuring the connection
How do I link specific Jira spaces to HubSpot?
Within the integration settings, select the Jira space(s) you wish to link to your HubSpot account and configure the specific type of data or records to sync.
Can I customize the data that is shared between HubSpot and Jira?
Yes, the integration settings allow for the customization of shared data fields, enabling you to specify which information is synchronized between platforms.
Testing and rolling out
Is there a way to test the HubSpot for Jira integration without affecting live data?
Consider creating test records in both HubSpot and Jira to trial the integration and confirm the expected behavior without risking real data alterations.
How do I train my team to use the HubSpot for Jira integration?
Utilize available documentation, instructional videos, and perhaps schedule a training session to demonstrate the integration's usage and benefits to your team.
Help and troubleshooting
What should I do if the integration isn't working as expected after setup?
Verify that the connection is correctly configured, check both HubSpot and Jira for any authentication issues, and consult the documentation for troubleshooting tips.
Where can I find additional resources to help with the integration?
Explore the resolution.de website, the Atlassian Marketplace listing, and forums for FAQs, user communities, and further documentation.
Who should I contact for support if I encounter issues with the integration?
For immediate support, reach out through the support channels provided on the integration's page in the Atlassian Marketplace, or contact our customer support.