Properties are used to store data on HubSpot’s standard CRM objects, custom objects, and products. You can easily select which of them will be visible on the Jira issue. To do that, simply choose properties from the configuration.

You can choose properties from Company, Contact, and Deals. You can select as many properties as you need. Selected properties will be displayed on the issue, based on the reporter's email.

We are committed to improving our security posture. That’s why we created this page to answer basic questions about security in the HubSpot Integration app.

Architecture

What does the data flow look like?

TBD

What customer data does the app process?

We process accountIds, email addresses, display name.

What data does the app store?

The app stores connection credentials to HubSpot, configuration settings, and custom field values.

Where are the data stored?

What permission does the app require?

This app requires four permissions:

• View user information in Jira that the user has access to, including usernames, email addresses, and avatars.

• Read Jira project and issue data, search for issues, and objects associated with issues like attachments and worklogs.

• View the profile details for the currently logged-in user.

• Read and write to app storage service

Does the app encode all data in transit and at rest?

Yes.

Does the app support data residency?

Does the app have a data retention policy?

Does the app have a data backup policy?

When you have connected Jira and HubSpot successfully, go to the issue to see how the integration work. Select an issue where a reporter exists within a connected HubSpot instance. When you expand the glance, you will see contact details and associated objects (e.g. deals and companies).

To configure connection with selected HubSpot instance, go to Settings (a Cog icon), then Apps and click on the HubSpot CRM Integration link. When you configure the connection for the first time, you need to authenticate by clicking on the Allow access button.

Step 1

Click on the Allow access button

Step 2

Click on the Connect button

Step 3

Click on the Continue button to be redirected to HubSpot page

Step 4

Select HubSpot instance you want to connect to

In the next step, you can select properties that will be displayed in Jira issues.

To link issue with a HubSpot object, create a custom field first. You can choose between single and multi-select.

Watch interactive demo 👀

Steps

1. First go to Settings (cog icon) > Issues > Fields

2. Click on Custom Fields

3. Then click on Create custom field

4. Then click on Advanced and select HubSpot Object Picker Multi or Signle
5. Click on Next button

6. Add name of your choice and descriptions of the custom field
7. Then just click on Create button

8. Associate new custom field to appropriate screens
9. Click on Update button

10. Next, go to Contexts and default value and select click on Edit custom field config. You can choose an Object type there. Once you did it, you are ready to go.

Import data based on provided email and display it on the issue view. This feature support fields such as: Fields:

• Reporter

• Assignee

Custom Fields:

• User Picker

• Text field (Single line)

• Text field (Multi line)

Steps to select from which field HubSpot CRM Integration should gather information:

1. Go to your project

2. Click on Project Settings

3. Click on Apps

4. Click on HubSpot Intergration

5. Click on Droplist and select field

👋 Welcome to HubSpot CRM Integration

This app fills the gap of missing integration for companies that use both tools: Jira Cloud and HubSpot CRM. With the integration, you can view rich customer data right within Jira Cloud issues without switching between tools.

🏗 How does it work?

All HubSpot contacts are matched to Jira users and customers via their email addresses. Thanks to this, you can see information about the reporter in all types of projects: business (from Jira Work Management), software (from Jira Software), and service (from Jira Service Management).

🔑 What are the key features of HubSpot CRM Integration?

1. View the reporter’s properties from the following objects:

   • contact

   • company

   • deals

2. Link issue with HubSpot object via a custom field

   1. HubSpot Object Picker (single)

   2. HubSpot Object Picker (multi)