Configure HubSpot Integration

Please make sure you are connected to HubSpot. Otherwise, head to Getting Started

Object Views Configuration

This section lists the details for configuring object views.

Step by step guide:

1. Click on add object view

   

2. In the dialog, the Title of view will be used as the tab name in the Jira issue panel. You can configure multiple tabs, allowing you to display different objects within the same Jira issue. - Select the HubSpot object you want to use as the main object. - You can configure which fields will appear in the table view. - You can also specify which user groups are allowed to access the tab.

   

   Edit dialog for HubSpot object view

   

   HubSpot object view in JIRA issue

3. Click Save once you are done.

Search Views Configuration

This section lists the details for configuring query views.

Step by step guide:

1. Click on add query view.

   

2. In the dialog, the Title of view will be used as the tab name in the Jira issue panel. You can configure multiple tabs, allowing you to display different queries within the same Jira issue.

   

   Edit dialog for HubSpot search view
3. In the search body section, you can enter the parameters you want to search with:

   1. Search body with no variables Search body with fixed values. Example:

      {
          "filterGroups": [
              {
                  "filters": [
                      {
                          "propertyName": "firstname",
                          "operator": "EQ",
                          "value": "Brian"
                      }
                  ]
              }
          ]
      }

   2. Search body with issue variables You can reference values from the Jira issue (e.g., reporter's email) to make the search dynamic. Example:

      {
          "filterGroups": [
              {
                  "filters": [
                      {
                          "propertyName": "email",
                          "operator": "EQ",
                          "value": "{{issue.reporter.emailAddress}}"
                      }
                  ]
              }
          ]
      }

      With this, the query will automatically run using the issue reporter’s email.

   3. Search body with query variables These search bodies require the user to input values directly in the Jira issue. Once entered, the values are saved and will be used automatically the next time the tab is loaded. Example:

      {
          "filterGroups": [
              {
                  "filters": [
                      {
                          "propertyName": "email",
                          "operator": "EQ",
                          "value": "{{EmailAddress}}"
                      }
                  ]
              }
          ]
      }

      You can then provide the variable value within the Jira issue.

      

      HubSpot search view in JIRA issue
4. You can also specify which user groups are allowed to access the tab (optional).

5. Click Preview to verify that the query runs successfully. Once everything looks correct, click Save.

Additional Resources

If you need further assistance, don’t hesitate to contact our support team at [email protected]. We’re always happy to help!