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.
Important Update! This app will be discontinued soon!
Due to recent changes in Jira, which no longer ships with some components required for our Read Receipts app to run, we've made the tough decision to discontinue the app, as of Februar 5, 2025.
Important Update! This app will be discontinued soon!
We've made the tough business decision to discontinue the app, as of January 11, 2025.
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:
When you search for a term to find Hubspot contacts, we'll search in the following fields: first name, last name, email, phone number and associated company name
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 can see it within the Jira issue, along with the HubSpot fields selected during the configuration process.
To change which of the selected fields you want to see, click on the "Manage Fields" drop-down and select/unselect the desired fields.
If you want to add more objects or other objects, click on Link HubSpot Object to add additional data.
The Save View button allows each Jira user to save their selection of fields in the "Manage Fields" drop-down menu.
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 multiple HubSpot objects simultaneously within a Jira issue, you decide which HubSpot object owners get notified about linking the Jira issue to their object.
Within the Jira issue, you will find a toggle that allows you to trigger notifications to specific HubSpot object owners.
- Notify the first object owner - only the owner of the first object selected will be notified in Hubspot.
- Notify all object owners - all object owners receive a notification in Hubspot.
- Notify nobody
Please note: 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 receive a notification within Jira once one of the above-mentioned actions is 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.
A note will be created within the object 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.
