Does HubSpot Integrate With Jira?
September 15, 2022
HubSpot is a highly customizable platform that can be integrated with several different third-party applications, including Jira. The CRM platform of HubSpot integrates with Jira Software Cloud to provide users with an ideal blend of marketing, sales, and customer service processes. When the product team using HubSpot gets to use the customer service features offered by Jira, it leads to the overall improvement of customer experiences.
The HubSpot and Jira integration relieves your employees from working on two different platforms while catering to the same contacts. In addition, it syncs the data stored within both platforms to provide a unified experience to your team and the customers you cater to.
Before understanding the benefits of the HubSpot and Jira integration, let us briefly understand both platforms.
What Is HubSpot?
HubSpot is a cloud-based CRM platform that helps businesses manage their customer records with the help of advanced and automated tools. It allows you to store and analyze your business records to offer personalized services to your customers.
HubSpot provides its users with different offerings or products based on the processes they need to leverage. HubSpot Sales Hub, Marketing Hub, Service Hub, and CMS Hub are the major HubSpot offerings dedicated to making your team's work easier. The specialty of HubSpot lies in helping businesses create inbound marketing campaigns for reaching out to their customers and tracking their journeys as they move across the different lifecycle stages.
From the moment a lead is acquitted until it is finally converted into a customer, HubSpot helps you stay with your contacts and offer personalized assistance to them.
What Is Jira?
Jira is a cloud-based platform that allows businesses to receive, handle, and resolve customer cases across multiple channels. It is designed to escalate cases the right way and provide personalized resolution. With Jira, you can use advanced and automated tools to understand the context of the issues faced by your customers and provide prompt solutions for them same.
Jira is also a project management software that allows businesses to streamline projects. It provides a comprehensive view of your projects and efficiently manages every stage.
The Benefits Of HubSpot Jira Integration
If you are planning to expand the overall functionality of your organization by extending the features offered by HubSpot, here are some fundamental reasons why you should integrate it with Jira:
Enhancing The Service Hub
HubSpot Service Hub is a platform that helps you handle customer cases and provide personalized resolutions. Jira integrates perfectly well with the Service Hub to enhance its functionality. The tools, features, and add-ons offered by Jira allow you to optimize the Service Hub and provide better services to your customers.
Collaboration Between Product And Customer Service Teams
While catering to your customers, it is always essential to maintain a balance between your product and customer service teams. While your product team has all the necessary information about the products offered by your organization, customer service teams are responsible for handling grievances and queries.
Whenever a customer has an issue with your product, the case goes to the product team through the customer service agents to provide a suitable solution. Unfortunately, many businesses face the problem of inconsistency and mismanagement between these two teams. This results in unnecessary delays and errors in the solutions offered to the customers.
Integrating HubSpot with Jira facilitates seamless collaboration between your product and customer service teams. This brings both teams on the same platform and provides them with a comprehensive view of the cases to be handled.
This way, you can ensure that everyone is on the same page and that both teams are provided with the tools and data required. While your product team has all the necessary information about the cases handled and the customer's issues, your customer service agents receive the information required to resolve the managed instances.
Connecting Any Jira Issue To Any HubSpot Object
One of the most significant benefits of integrating HubSpot and Jira is connecting any Jira issue to any HubSpot object per your needs and preferences. This gives you greater control over the integration for fulfilling your objectives.
Any HubSpot object can be integrated with a relevant Jira issue to streamline your processes, from contacts and tickets to companies and deals. Businesses often make this decision based on the departments working on the integrated platform. For example, if you are integrating HubSpot with Jira for marketing, you would be more interested in the objects of leads and user stories. You can leverage deals and feature requests if you need your sales team to work on the integrated platform. You can always connect Jira with the Service Hub tickets for seamless customer service.
Requirements For Installing Jira Integration In HubSpot
If you are willing to integrate your existing HubSpot account with Jira, you will need to install the Jira integration. For this, you will need to fulfill the following requirements:
You must be a super admin or have App Marketplace permissions within your HubSpot account.
You should have an active Jira Cloud account. Please note that the integration would not sync with Jira instances in customer-owned servers.
If you have customized sidebars in your Professional pr Enterprise HubSpot account, you would need to manually add the Jira card to the sidebar from account settings.
How To Install The Jira Integration In Your HubSpot Account?
Here are the simple steps involved in integrating the Jira integration in your HubSpot account:
Go to your HubSpot account and click on the Marketplace Icon located in the main navigation bar. Next, select the option of App Marketplace.
- Locate the Jira integration using the search bar.
- Click on “Install App” in the top right corner of the page.
- Look at the required permissions and click on “Accept” to complete the process.
- How To Create And Manage Jira Issues After Integration?
- First, go to “Services” in your HubSpot account and select “Tickets.”
- Next, choose the name of a ticket.
- Finally, click on the option of “Associate Jira issue” in the right panel of the Jira section.
- Click on the dropdown menu in the dialog box and look for an existing Jira issue. You can also click “Create New Jira Issue” to create a new issue. If you are making a new Jira issue, you must add the necessary details and essential attachments.
- If you have selected an existing Jira issue, click “Attach Jira Issue.” Otherwise, click on “Create Jira Issue.”
- The concerned Jira issue would appear on the associated ticket, company, and contact records in the Jira section.
- If you want to view comments from the associated Jira issue on your ticket timeline, click “Filter Activity” in the Activity Tab in the middle panel.
- Now, click on the Jira checkbox in the Integrations section. This would sync and display the Jira comments on your ticket timeline.
The Final Word
HubSpot can be readily integrated with Jira to enhance its functionality and blend the features offered by both platforms. It provides your team members with a centralized platform and helps you provide better services to your customers.
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