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HubSpot Panel on Work Item View

Keep all of the information in one place, without needing the access to HubSpot.

Once the connection between Jira and HubSpot has been successfully established, the users can easily view in Jira the data collected in HubSpot. The HubSpot CRM Integration panel is available in the work item view, on the right side.

A Jira work item view - highlight on the HubSpot CRM Integration Panel on the right side.

When the panel is expanded, the imported data, regarding the selected field in the dropdown menu, is based on provided e-mail and displayed. This feature supports the following fields:

  • Reporter

  • Assignee

  • User picker

  • Text fields (single and multi-line)

The Reporter field is set by default.

To setup the field based on which the add-on will gather information, the user should:

  1. Select a project of choice and go into Project Settings.

Going into Project Setting of a project of choice

  1. Click on Apps.

  2. Go into HubSpot CRM Intergration.

  3. Click on the dropdown and select the needed field.

Configuration of the data displayed in the HubSpot panel in the Jira work items. Users can select from the options available within the dropdown menu

The HubSpot CRM Integration panel can be configured to show additional properties regarding values in the HubSpot custom fields setup by users. More information can be found here.

PreviousConnecting HubSpot to JiraNextSelecting Properties

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