Important Update Effective February 1, 2024!
Due to recent changes in Jira and Confluence, we've made the tough decision to discontinue the OpenID Connect (OIDC)/OAuth app and no longer provide new versions for the newest Jira/Confluence releases as of January 31, 2024.
This is due to some necessary components no longer shipping with Jira/Confluence, which would require some extensive rewrites of the OIDC App.
User Guide
Linking HubSpot Objects In Jira Issues
1. Linking HubSpot Objects (Contacts, Companies, Deals, or Tickets)
NOTE: Linking a Jira Issue to HubSpot can be done from all Jira Projects, and these projects will be visible within the issue window when accessing it in HubSpot, however, when
creating a Jira issue from HubSpot, you can only select a Jira Project which has been linked with HubSpot in the configuration process.
To include HubSpot CRM objects into any of your Jira issues, you need to open your Jira issue.
Click on the HubSpot CRM for Jira button ...
The HubSpot CRM for Jira section will appear within the Jira issue.
Click on the Link HubSpot Object button ...
2. Choose Object Type
HubSpot CRM for Jira allows you to query data by four types of objects:
- Contact
- Company
- Deal
- Ticket
Once you have selected which object you want to use, you will be able to search for the specific contact, company, deal, or ticket of choice:
You can link multiple objects by selecting them and then clicking on "Add selected to Issue"
or you can link one object by simply clicking on the link button under "Actions"
3. Accessing the HubSpot object in the Jira Issue
Once an object has been successfully linked, you'll be able to see it within the Jira issue, along with the HubSpot fields that were selected during the configuration process.
To manage which of the selected fields you want to see, click on the "Manage Fields" drop-down and select/unselect the desired fields.
Should you want to add more objects or other types of objects, click on Link HubSpot Object to add additional data.
Clicking on the linked object will open HubSpot CRM in a new window.
To remove unwanted objects, simply check the box next to the object and click "Remove selected from issue".
Notifications within HubSpot, from Jira:
When linking HubSpot objects within a Jira issue, you decide which of the HubSpot object owners get notified about the connection of the Jira issue to their object.
Within the Jira issue, you will find a toggle allowing you to trigger notifications to specific object owners within HubSpot.
1. Notify the first object owner - Should you have a list of objects linked to a Jira issue, this setting allows notifications to go through only to the first (top of the list) object owner.
2. Notify all object owners - Should you have a list of objects linked to a Jira issue, this setting allows notifications to go through to all object owners.
A notification will be displayed within HubSpot to inform the object owner that a Jira issue was assigned to their object.
**If multiple objects are linked to a single Jira issue, the Jira issue owner can decide to notify all HubSpot links or only the first one by clicking the toggle.
Please note: Your HubSpot object owners will only get a notification within HubSpot, once an object has been linked successfully.
Once objects are linked within a Jira issue there is a two-minute waiting period before notifications are displayed in HubSpot.
Notifications within Jira, from HubSpot:
The following actions within HubSpot will trigger notifications in Jira:
- Linking an object to a Jira issue
- Creating a new Jira issue from a HubSpot object
- Changing the assignee of a Jira issue within HubSpot
- Commenting on a Jira issue from HubSpot
Please note: Your Jira issue owners will only get a notification within Jira, once one of the above-mentioned actions were logged on an issue that is assigned to them.
Once these actions are logged there is a two-minute waiting period before notifications are displayed in Jira.
Jira issues in HubSpot
1. Jira issues linked to HubSpot:
After two minutes of the object being linked to the Jira issue, a notification will be displayed within HubSpot to inform the object owner that a Jira issue was assigned to their object.
Within the object, a note will be created to indicate which issue has been linked to the object.
2. Accessing the Jira issue
Within the object, you can find the Jira issue under the Jira section on the right-hand side.
NOTE: Linking a Jira Issue to HubSpot can be done from all Jira Projects, and these projects will be visible within the issue window when accessing it in HubSpot, however, when
creating a Jira issue from HubSpot, you can only select a Jira Project which has been linked with HubSpot in the configuration process.
Click on View more to see additional ticket details.
You can view and edit the issue within HubSpot by clicking on Actions followed by View / Edit issue
In the full view within HubSpot, you are able to read the full Jira issue or edit it.
After editing the issue within HubSpot, you need to press Update Jira issue for the changes to update within Jira.
You can view and reply to issue comments within HubSpot by clicking on Actions followed by See comments
Within the comment view, you will be able to see all comments made within the Jira issue, and you are able to reply to comments
You can remove the issue from the HubSpot object by clicking on Actions followed by Remove issue
3. Adding or creating Jira issues from HubSpot
You can link Jira issues to an object by either linking an existing issue or by creating a new one.
Link a Jira issue by clicking Add a Jira issue ...
Linking an existing issue:
When linking an existing issue, you select one of the existing issues from the dropdown list.
After you have selected the existing issue, you can click on Attach Jira issue to link it to the object.
Linking a new issue:
When linking a new issue, you click on Create new Jira Issue to create a new issue to link.
Complete all of the relevant fields and click the Create Jira issue button for your issue to be created and linked.
NOTE: When creating a Jira issue in HubSpot, you can only select a Jira Project which has been linked with HubSpot in the configuration process.
