Welcome

With "HubSpot Jira Integration, Report, Issue Link & Collaboration" you will have native HubSpot CRM data without moving away from Jira! Follow this quick guide to get started.



Create a connection from Jira to HubSpot:

Click on "Apps" within the instance menu. 


Within the dropdown menu, find and click on "Manage your apps"


Click on "HubSpot for Jira Configuration" within the lefthand panel.


Start the connection process by clicking on "Create connection"


Give the connection a name.


Select which user groups that will be able to "Read / View" the HubSpot data within Jira.


Select which Jira Project should be used within the connection. Note that the selected Jira Projects will be the ones that HubSpot users will have access to when creating or viewing Jira issues within HubSpot. 


Click on "Save" to save the connection and to proceed to the authentication process. 


Once the connection has been successfully saved, a success message will be shown. 


Click on "Authenticate" to authenticate the connection between Jira and HubSpot. 


Click on "Connect to your HubSpot For Jira account" when prompted. 


Select which HubSpot instance to connect. Note that signing into HubSpot might be required at this step.


Click on "Choose Account" to proceed. 


Review the required scopes and click on "Connect app"


Once the connection has been successfully authenticated, a success screen will be shown, proceed by clicking on "Continue".

NOTE: Connecting a HubSpot account to multiple Jira instances is impossible. 

NEXT STEPS: Configuring "Read/View" Settings and Configuring "Write/Update" Settings