Jira Data in HubSpot

View Jira work items in HubSpot and gain a full understanding of customers' experiences.

The add-on allows the users to view data from Jira in the HubSpot object. The data is visible in the right-side panel of a selected object. The visible data is based on the value in HubSpot custom field in Jira.

User can see following Jira information:

  • Work item name

  • Work key

  • Summary

  • Status

  • Priority

How to enable Jira Cards in HubSpot

To view Jira tickets within HubSpot, users must manually add the Jira cards to the sidebar of each object type (Contacts, Companies, Deals, etc.).

  1. Navigate to the object you wish to edit (e.g., open any Contact record).

  2. Click the Customize button in the top-right corner.

A HubSpot Contact record view. The "Customize" button is highlighted in a pink box located in the top navigation tab bar, to the right of the "Intelligence" tab.

  1. Select Default view (or the specific team view you wish to modify).

The HubSpot Record Customization list view. The "Default view" row is highlighted in a pink box, showing where to click to edit the standard layout for all unassigned teams and users.

  1. In the right column editor, click the Add card button.

The "Default view" layout editor in HubSpot. The right-hand column, which controls the sidebar, has the "Add card" button highlighted at the very bottom of the list.

  1. In the Card library tab, select Jira Work Item and Jira Work Item Reporters from the list.

The "Add right sidebar cards" pop-up window. The search bar contains the word "jira". Two available cards—"Jira Work Items" and "Jira Work Items Reporter"—are highlighted in a pink box, each with an "Add card" button.

  1. Click Save to apply your changes.

Users must repeat this process for every object type where Jira data should appear.

A HubSpot Contact record after the setup is complete. The right-hand sidebar is highlighted in pink, showing the newly added "Jira Work Items" card displaying a ticket summary and status.
Jira Work Item panel on HubSpot Company object
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