Getting Started

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.

4. Creating the HubSpot Connection

The first step after installation is to connect your HubSpot account to Jira.

1. Open the HubSpot for Jira App Settings

   • Navigate to Apps > Manage Your Apps > HubSpot for Jira Configuration.

2. Select ‘Create Connection’

   • Complete the connection between HubSpot and Jira.

3. Authenticate with HubSpot

   • Authenticate the connection via the HubSpot OAuth. (You’ll be redirected to HubSpot to grant permission. Ensure you log into the correct HubSpot account)

4. Successful Connection

   • A success message will confirm whether your connection between Jira and HubSpot was completed successfully.

5. Configuring User Permissions

Once your HubSpot connection is active, you must configure who can view and who can create HubSpot data from Jira.

1. View Permissions (More Information)

   • Define which Jira groups are allowed to see HubSpot data within Jira.

   • Typically, you’ll enable all project team members to have view access so they can see context on the issue.

2. Create Permissions (More Information)

   • Decide which Jira users can create HubSpot records (e.g., create a new HubSpot contact from Jira if one doesn’t exist).