Install and use HubSpot’s integration with Jira

Written by Public API | Jan 1, 1970 12:00:00 AM

Connect the Jira integration to create and update Jira issues within HubSpot from the ticket record. You can also use the workflows tool to send notifications to your team and analyze your Jira issues using new Jira properties.

Integration requirements

You must be a super admin or have App Marketplace permissions in your HubSpot account.
You must have a Jira Cloud account. The integration will not sync with Jira instances running in customer owned servers.

Install the integration

Use the search bar to locate the Jira integration.
Click Install app in the top right corner.
Review the required permissions, then click Accept.

Please note: uninstalling the Jira app or switching the integration user will delete all ticket and issues associations in your account.

Using the Integration

Once the integration is connected you can create a new Jira issue from a ticket record, attach an existing Jira issue to a ticket, and automate and report on tickets using the workflows tool.

Create and manage Jira issues

In your HubSpot account Services > Tickets.
Click the name of a ticket.
In the right panel in the Jira section, click Associate Jira issue.
In the dialog box, click the dropdown menu and search for an existing Jira issue or click Create new Jira issue to create a new Jira issue. If creating a new Jira issue, enter the details for the Jira and add any relevant attachments.

Click Attach Jira issue if you have selected an existing Jira issue, or click Create Jira issue if you have created a new Jira issue.
The Jira issue will appear in the Jira section on the associated ticket, contact and company records.
To view comments from the associated Jira issue on the ticket timeline, in the middle panel, in the Activity tab, click the Filter activity dropdown menu.
In the Integrations section, select the Jira checkbox. Comments from Jira will now sync and display on the ticket timeline.

Please note:

To modify the reporter of a Jira issue, the integrations user must have Modify Reporter access in Jira.
It is not possible to set the value for Jira Issue Assignee, Jira Issue Priority and Jira Issue Status properties in the Jira section on a ticket record.
There may be a delay in synchronization between a HubSpot ticket and a Jira issue, from one hour and up to twenty-four hours.

Remove a Jira from a record

You can remove a Jira issue from it's associated record. When a Jira issue is created or associated with a Contact or Company record, an associated ticket will automatically be created in HubSpot. The Jira is then associated with the new ticket, and also the Contact and/or Company record.

Please note: the action of removing a Jira issue can only be completed from the associated Ticket. When the Jira issue is removed from the Ticket it will also be removed from the associated Contact or Company record.

Click the name of the Ticket with an associated Jira issue.
In the right panel, navigate to the Jira section.
- To remove a single Jira, click Actions > Remove Jira issue.

- To remove all associated Jiras from the Ticket, click Actions > Remove all Jira issues.

Automate and report on tickets and Jira issues

With the Jira integration, you can create workflows to send notifications to your team or to the customer as Jira issues are updated and resolved. You can also create custom reports to analyze your tickets to view which Jira issues have the highest number of HubSpot tickets attached.

When the Jira integration is connected, the below properties will be added to your account and are available to use in workflows and reports:

Jira Issue Status
Jira Issue Summary
Jira Issue ID
Jira Issue Priority
Jira Issue Assignee
Jira Issue Identifier
Jira Issue Link
Jira Issue Reporter

Please note: it is not possible to edit Jira related property values in HubSpot.

Sync ticket notes and comments to a Jira issue

You can automatically sync notes and comments from HubSpot ticket records to associated Jira issues. Comments sync bidirectionally between HubSpot and Jira.

Click the name of a Ticket.
In the right panel, navigate to the Jira section.
Click Associate Jira issue.
In the dialog box, click the dropdown menu to select your Jira issue. Select the Sync ticket notes and comments to this Jira issue checkbox. Then click Attach Jira issue.

For existing Jira issues that are attached to tickets, click Actions > Start syncing notes and comments to Jira.

Please note: notes and comments synced to Jira will be created under the integration user regardless of who created the note in HubSpot.

Create Jira tickets using workflows

In ticket-based workflows, you can add a Create Jira issue action to automatically create Jira issues from HubSpot. Using this action, you can set the issue project, type, summary, and a description.

Please note: this feature is available for Professional and Enterprise only.

To add a Create Jira issue action to a workflow:

Click the name of a workflow, or create a new workflow.
In the workflow editor, click the plus icon + to add a workflow action.
In the right sidebar, select Create Jira issue.
Set up the details for the Jira issues you'll be creating.
- HubSpot will automatically pull in the available projects and types from Jira.
- You can insert ticket tokens into the Summary and Description fields to pull details directly from your enrolled tickets. For example, you could add the Ticket status token to automatically include in the HubSpot ticket status into the Jira description.

When you're done setting up the ticket details, click Save.

Please note: EPIC issue type is not available when creating an issue via a workflow.
However, EPIC can be used when creating a Jira issue manually from a ticket record.

Learn more about creating workflows and workflow settings.

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