How to integrate HubSpot and Jira Software to automatically create issues in Jira Software based on responses from HubSpot forms

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

If you are managing projects with Jira Software, you likely prioritize accurate and swift information reflection for inquiries. By integrating HubSpot and Jira Software using Yoom, inquiries can be automatically created as issues in Jira Software from HubSpot, reducing errors such as input mistakes. Automation in information reflection shortens work time, making it a powerful means to enhance task management efficiency for companies. This article provides a detailed introduction to the benefits of automation and specific integration methods.

Recommended for

‍・Those who use both HubSpot and Jira Software but find information sharing cumbersome
・Those who want to quickly share inquiry details recorded in HubSpot with the development team
・Company representatives looking to automate business processes to reduce errors from manual input
・Team leaders who want to manage the flow from customer interaction records to task completion in a unified manner
・Those who want to strengthen team collaboration by utilizing API integration between HubSpot and Jira Software

Benefits and Examples of HubSpot and Jira Software Integration

1. Shortening Response Time

By automatically creating customer inquiries recorded in HubSpot as issues in Jira Software, the speed of the response process can be improved. For example, if a customer inquires about a product, the details are recorded in HubSpot and automatically shared with Jira Software. This reduces the time spent manually entering information into Jira Software, allowing the development team to respond quickly to inquiries. As a result, the workload for information sharing and confirmation between teams is reduced, contributing to shorter response times.

2. Reducing Errors Such as Input Mistakes

Automatically creating issues from HubSpot to Jira Software allows you to start tasks while maintaining accurate information. Compared to manually creating tasks, the risk of input mistakes or missing important data is reduced. For example, if detailed customer requests are recorded in HubSpot, the content is reflected as issues in Jira Software, enabling the customer support team to provide accurate task instructions to the marketing team.

3. Centralizing Processes

By integrating HubSpot and Jira Software, you can manage everything from inquiry records to task completion in a centralized manner. For instance, it might be possible to build a system where data collected during a campaign is recorded in HubSpot and then automatically created as issues in Jira Software as improvement proposals. Centralizing processes minimizes information dispersion and oversight, ensuring all tasks are handled in a unified process, which is expected to improve the overall work efficiency of the team.

[About Yoom]

Now, let's create a flowbot using the template "Create issues in Jira Software using responses recorded in HubSpot".

How to Create a HubSpot and Jira Software Integration Flow

The process to complete the flow will proceed as follows.

・Connect HubSpot and Jira Software to My Apps
・Copy the template
・Set triggers in HubSpot and configure Jira Software
・Turn on the trigger and confirm the actual activation

Let's start by making a new connection for the apps you want to integrate.

・Connect HubSpot and Jira Software to My Apps

(1) First, connect HubSpot to My Apps.
After logging into your Yoom account, click "My Apps" on the left and search for HubSpot from "New Connection".

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Search for and click on the HubSpot app icon.

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(2) Clicking on the app icon will take you to a screen like the one above. If you already have an account, click [Sign in to HubSpot Account].
(If you need to create a new account, select [Create a New HubSpot Account] and create an account.)

(3) Click [Sign in to HubSpot Account] and proceed to the next screen to enter your email address and then your password.
After entering your password, you will receive an authentication code, so complete the authentication.

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(4) After authentication, you will move to a screen like the one above, so select the appropriate account.
Select the account with the blue circle as shown in the red frame and click [Select Account].
The first HubSpot connection is now complete.

(5) Next, let's connect Jira Software.
Search for the Jira Software app in the same way as the new HubSpot connection.

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(6) After entering "Account Name", "Email Address", and "API Token", click "Add".
For more information on how to register Jira Software to My Apps, please check this page.

After clicking, you will move to the My Apps screen of your Yoom account with the two apps added.
Now the two apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the "Try this template" icon for the template below.

The template will be copied, so click the "OK" button.

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Please move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・HubSpot Trigger Setup

(1) First, set up the HubSpot app trigger.

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From the My Projects on the left side of your Yoom account screen, click "【Copy】Create an issue in Jira Software using the responses from HubSpot".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click on the trigger "When a form is submitted".

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(3) Enter the account information for the HubSpot you want to integrate with, and click [Next].

(4) On the next screen, enter the "Trigger Interval" and "Form ID".
Choose any of the following for the "Trigger Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Note that the trigger interval varies depending on the plan.

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(5) The "Form ID" can be referenced from the 'Candidates' as shown in the image below.

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(6) After entering the information, click [Test], and if there are no issues, click [Save].
In this step, you can obtain output information as shown below.
The output information can be referenced and utilized in subsequent steps, as noted by "This value can be used in other operations."

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・Jira Software Setup

(1) Finally, click on the second action "Add Issue".

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(2) Add the account information for the Jira Software you want to integrate with, and click [Next].

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(3) On the next screen, enter information in fields such as "Subdomain" and "Project Key" according to the annotations.
You can obtain information from the entered content and reference it from 'Candidates', so make use of this as well.

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As shown in the screen below, you can also utilize the output obtained in the previous step for certain fields.

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(4) After entering the information, click [Test], and if there are no issues, click [Save].
This completes the setup.

・Turn on the Trigger

By clicking the red-framed part "Turn on the Trigger" on the screen below, the flow bot will start automatically.

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Here is the template used this time

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Other Automation Examples Using Jira Software

There are other examples of automation using Jira Software available on Yoom, so here are a few introductions.

Register an Issue in GitHub and Notify Google Chat When an Issue is Created in Jira Software

This flow is recommended for those who use both Jira Software and GitHub.
It can be utilized when synchronizing issue information between Jira Software and GitHub.
By notifying Google Chat when an issue is registered, you can quickly start working on tasks.

Add issues to Trello when created in Jira Software

When an issue is added to Jira Software, it can be automatically added to Trello, which speeds up the process of linking information to Trello.
Additionally, automating the addition of issues to Trello allows you to work based on the latest information in Jira Software.

Add an Issue to Backlog When an Issue is Created in Jira Software

This is a flow that can be utilized when synchronizing issue information between Jira Software and Backlog.
When an issue is created in Jira Software, the same content can be automatically added as an issue in Backlog.
This can prevent transcription errors in advance, allowing you to work on issues with peace of mind.

Summary

With the integration of HubSpot and Jira Software introduced this time, support teams and developers will be able to streamline their task management processes.
The automated flow prevents input errors and enables quick responses, which may improve the overall productivity of the team.

Please take advantage of Yoom to experience automation through app integration.