Connect Hubspot and Jira with data sync

Connecting Hubspot with Jira using data sync lets your teams share contact and issue information automatically, so sales, support, and product stay aligned without manual updates.

This how-to article walks through installing the integration, configuring rules, and managing sync behavior based strictly on HubSpot’s official Jira data sync documentation.

Prerequisites for Hubspot and Jira sync

Before you connect the systems, confirm that your accounts meet the requirements.

• Access to a Hubspot account with permission to install apps
• Access to a Jira site (Cloud or supported edition) where you can authorize apps
• Stable internet connection and browser access to both tools

Review any limitations or supported objects on the official HubSpot Jira data sync help page before you begin.

Install the Jira data sync app in Hubspot

The first step is to add the Jira data sync app from the Hubspot App Marketplace.

1. Sign in to your Hubspot account.

2. In the main navigation, go to Marketplace > App Marketplace.

3. Search for Jira in the marketplace search bar.

4. Select the Jira data sync app result that matches the official integration listing.

5. Click Connect app.

You will be redirected to Jira to complete authorization.

Authorize Jira to connect with Hubspot

Next, you must grant the integration permission to access Jira data and sync it with your Hubspot records.

1. Log in to Jira when prompted, if you are not already signed in.

2. Select the Jira site or instance you want to connect.

3. Review the access permissions requested by the app, such as reading and updating issues or related objects.

4. Click the authorization button (for example, Accept or Allow) to confirm.

After authorization, you will return to Hubspot to configure data sync settings.

Configure Hubspot Jira data sync settings

Once the app is installed, Hubspot displays a guided setup screen for data sync. Here you define how information flows between systems.

Choose sync direction between Hubspot and Jira

Decide whether data should move one way or both ways.

• One-way sync (Jira to CRM): Jira is the source of truth, and Hubspot receives issue data.
• One-way sync (CRM to Jira): Hubspot is primary, and Jira receives updates.
• Two-way sync: Both systems can update shared fields, with conflict resolution rules.

Pick the direction that best matches how your teams use Hubspot and Jira today.

Set sync rules and filters in Hubspot

To avoid clutter, you can limit which records sync.

• Filter by status: Sync only specific Jira issue statuses, such as Open or In Progress.
• Filter by project: Sync issues from selected Jira projects into Hubspot.
• Filter by type: Include only certain issue types, for example, Bugs or Tasks.

Use filters to ensure that Hubspot only receives relevant data that your go-to-market teams need.

Map fields between Hubspot and Jira

Field mappings determine which properties correspond across the two tools, so that updates stay consistent between Hubspot and Jira.

Default field mappings in Hubspot Jira sync

The integration usually creates a set of default mappings for core fields, such as:

• Issue key or ID
• Summary or title
• Description
• Status
• Priority
• Created date and updated date

Hubspot may display these mappings in a table so you can review them before turning the sync on.

Customize field mappings in Hubspot

You can often adjust which fields map or add new mappings if both platforms support them.

1. In the data sync app, open the Field mappings tab or section.

2. Review each Jira field and its corresponding Hubspot property.

3. Use dropdowns to change the matching property if needed.

4. Add new mappings for custom fields where both tools have compatible types.

Make sure that each mapped pair uses an appropriate data type, such as text-to-text, date-to-date, or number-to-number.

Control sync behavior and conflict rules

When both Hubspot and Jira can edit the same fields, you must define what happens if values differ.

Conflict resolution options in Hubspot

Common conflict rules include:

• Most recent update wins: The system that changed last overwrites the other.
• CRM wins: Changes in Hubspot always override Jira values.
• Jira wins: Changes in Jira always override CRM values.

Choose the rule that best aligns with your data ownership model, then apply it before activating the sync.

Initial and ongoing sync in Hubspot

After configuration, you can start the first synchronization.

1. In the integration settings, toggle the sync switch to On.

2. Hubspot will begin scanning Jira for records that match your filters and mappings.

3. Existing records will be linked or created according to your sync rules.

4. Ongoing sync will run on a schedule, automatically updating connected records.

Monitor the first run closely to verify that Jira data appears in Hubspot as expected.

Monitor and troubleshoot Hubspot Jira sync

Even if configuration is correct, you should track performance and resolve any issues early.

Check sync health inside Hubspot

The integration usually provides a dashboard or activity log where you can review:

• Number of records synced
• Recent sync events and timing
• Error messages or rejected records

Use this view to confirm that Jira updates are flowing into Hubspot and that no important records are being skipped.

Common sync issues between Hubspot and Jira

Typical problems include:

• Authorization expired: Reconnect Jira if tokens or permissions change.
• Field mismatch: Adjust mappings if field types are incompatible.
• Filter too strict: Loosen filters if expected Jira issues are not appearing in Hubspot.

If problems persist, compare your setup against the official instructions on the HubSpot Jira data sync documentation and update your configuration to match best practices.

Leverage the Hubspot and Jira integration

After your sync is stable, your teams can take advantage of the connection between Hubspot and Jira.

• Give sales and success teams visibility into Jira issue progress from the CRM.
• Use contact or company information from Hubspot to enrich Jira issues.
• Align product, support, and revenue teams around a shared view of customer health.

For broader CRM strategy, optimization, and custom integration support around Hubspot and other platforms, you can explore expert consulting services from Consultevo.

By following these steps carefully, you can keep customer and issue data synchronized between Hubspot and Jira, reduce manual work, and create a more reliable source of truth for your teams.

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