HubSpot CRM for JiraHubSpot CRM for Jira
Try For Free

Using HubSpot for Jira

Day-to-day questions about working with HubSpot for Jira: what the app can read and change on each side, who needs which account, and how records are linked, unlinked and reported on.

What the app can read, create and change

Can I edit Jira work item properties from HubSpot?

Yes, you are able to see and edit Jira work item properties in HubSpot, as long as they have been selected during the setup of the connection.

Can I edit HubSpot object properties from Jira?

No, users cannot edit HubSpot properties in the current version of HubSpot CRM for Jira.

Can I create HubSpot objects from Jira?

Yes, users are able to create HubSpot objects within Jira (if they have been given this permission during the setup of the connection).

How does the integration handle updates to linked records in HubSpot or Jira?

HubSpot data shown in Jira is read from HubSpot, so changes made in HubSpot appear against the linked work item. The app does not write changes back onto an existing HubSpot record: from Jira it can read records and create new ones, but not update them. Jira work items are different, and can be both created and updated from HubSpot.

Does HubSpot CRM for Jira support custom properties?

Yes, HubSpot CRM for Jira supports custom properties from both HubSpot and Jira (make sure they are checked when setting up the connection).

Accounts and permissions

Can any Jira user read HubSpot CRM objects without having a HubSpot account?

Yes, as long as they have permission to access the work item and the space where that information has been added.

Can any Jira user edit HubSpot CRM objects without having a HubSpot account?

No, the current version of the app only allows Jira users to read and create HubSpot CRM objects.

Yes, HubSpot CRM objects can be linked in Jira Cloud from a free HubSpot CRM.

Once the connection has been established, Jira users with the right permissions can link HubSpot CRM objects in a Jira work item without the need for an account in HubSpot tied to that user.

How are user permissions managed between Jira and HubSpot with this integration?

User permissions need to be configured within the connection process. Determining what data is accessible or modifiable.

Linking and unlinking records

To manually link a Jira work item with a HubSpot record, navigate to the work item in Jira, find the HubSpot CRM panel, and use the search or browse functionality to find and select the desired HubSpot record.

How do I configure which types of HubSpot records can be linked to Jira work items?

Configuration options are available in the integration settings within Jira, where administrators can select which HubSpot record types (contacts, companies, deals, tickets) are available for linking with Jira work items.

Can I view HubSpot contact details directly from a Jira work item?

Yes, once a Jira work item is linked to a HubSpot contact, you can view key contact details directly within the Jira work item panel dedicated to the HubSpot integration.

Users can unlink records by accessing the integration panel within the Jira work item and selecting the option to remove the link to the HubSpot record.

Display and setup

Can I use your app (Jira work item card) together with a customized sidebar in HubSpot?

Yes, it is possible. Please note, that you need to adjust the default view (default sidebar) because mostly the Jira work item card is not added there. After you add the card in the default view (and the customized sidebar), our Jira Work Item card will be shown in the customized sidebar, too.

What steps should I follow if the integration is not displaying HubSpot information within Jira?

Verify the integration's configuration and authentication, check for any connection issues between Jira and HubSpot, and consult the troubleshooting section of the user guide for specific instructions.

Where can I find step-by-step instructions for initial setup and common tasks using the integration?

The user guide contains step-by-step instructions for setup, linking records, and performing common tasks with the integration.

Reporting

Is it possible to generate reports in Jira based on data from linked HubSpot records?

Yes, you can build custom Jira reporting dashboards using Jira filters to see how your HubSpot objects are affected by which Jira work items. Read more here.