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Connecting HubSpot to Jira

The first step to improving the information flow - learn below how to take it.

In order to configure connection with selected HubSpot instance, users need to go to Apps > Manage apps and select HS CRM Integration.

Screenshot of Jira project board with highlighted options going into Apps and Manage apps sections.

  1. If this is the first ever configuration of the connection, it has to be authenticated by clicking the Allow access button.

  2. After that, click the Connect button.

HubSpot CRM Integration for Jira screen (view from the Manage apps section) - establishing connection with a HubSpot instance

  1. Continue to HubSpot page and log in to the account as usual.

  2. Select HubSpot instance that will be connected.

Connecting Jira with a HubSpot instance - a view from HubSpot. Users select the account and integrate the platforms

Once connected, user can move to properties selection, which will be displayed in Jira work items. More details can be found here.

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HubSpot account can be disconnected any time - just use the Disconnect button at the right corner of the top of the page.

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Users can enforce data update with Refresh data button - more about that functionality can be found here.

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