Discover ways to combine HubSpot and Jira to seize new leads and hold your advertising, gross sales and buyer help groups in sync.
Jira is without doubt one of the hottest issue-tracking platforms in the marketplace, and HubSpot is without doubt one of the many highly effective CRM instruments obtainable. It solely is sensible that these two instruments might work collectively to empower your groups to do nice issues.
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With such an integration, you’ll get:
- HubSpot service hub ticket integration with Jira
- Visibility for Jira points by all groups
- Automated reporting of tickets and points
By combining Jira with HubSpot, Jira integrates with HubSpot advertising and gross sales workflows in addition to service reporting, ticketing and workflows.
The mixing is dealt with by means of a HubSpot app which gives three pricing tiers:
- Free: As much as 10 customers, superior permissions, scrum and kanban boards, backlog, agile reporting, customizable workflows, roadmaps, apps and integrations, 2 GB of file storage and group help.
- Commonplace: $7.00/month — every little thing in free plus nameless entry, audit logs, 9-5 customary help and 250 GB file storage.
- Premium: $14/month — every little thing in Commonplace plus 99% uptime SLA, limitless storage and 24/7 premium help.
Let me stroll you thru the right way to combine these two platforms.
What you’ll must combine HubSpot and Jira
As you in all probability assumed, the one stuff you’ll must make this integration work are each a HubSpot and Jira account. On the HubSpot facet of issues, you might want to check in as a consumer with permission to make use of the App Market.
Tips on how to combine HubSpot with Jira
Ensure you log into each your HubSpot and Jira accounts in the identical net browser. When you’ve accomplished that, go to HubSpot and click on the App Market icon to the left of your organization identify (Determine A).
Determine A
From the ensuing popup (Determine B), click on App Market.
Determine B
On the ensuing web page, seek for Jira and click on the entry for the HubSpot Licensed App. It is best to then see an Set up App button (Determine C).
Determine C
Click on Set up App and, when prompted, click on Settle for within the pop-up window to authorize the Jira integration.
Tips on how to use the combination
In HubSpot, click on the Service drop-down on the high of the web page and choose Tickets. Within the ensuing web page, click on any ticket you might have already created or create a brand new ticket for testing functions.
In the correct pane of the ticket, click on Affiliate Jira problem (Determine D).
Determine D
Within the Jira – Affiliate Jira Subject pop-up (Determine E), click on the Select Jira Subject drop-down and choose the difficulty you wish to affiliate with the brand new ticket.
Determine E
Once you click on the drop-down, it’s essential to truly carry out a search, because it is not going to auto-populate with Jira points. In addition to, when you have a slightly giant variety of Jira points to sift by means of, the search is your only option. When you’ve discovered the difficulty to be related, click on the optionally available checkbox for Sync Ticket Notes after which click on Connect Jira Subject.
Do notice: For those who don’t discover the Jira problem you’re searching for, you may at all times create one instantly from inside the HubSpot ticket by clicking Create New Jira Subject.
And there you go! You’ve simply built-in HubSpot and Jira for a way more environment friendly and productive workflow. Take pleasure in that newfound energy and suppleness.
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