HubSpot Connector - Admin Guide

Owned by Andrea Arcifa
Last updated: Feb 20, 2023
3 min read

Connect to HubSpot

The authorization process may vary depending on your HubSpot settings.

If you’ve installed both HubSpot Connector for Jira and HubSpot Connector for Confluence, you’ll need to connect and authorize both of them.

  1. Go the admin panel and select the app HubSpot Connector.

  2. Click Connect.

  3. Follow the instructions on screen.

  4. Close the blank tab once finished.

When a new feature is released, you may have to reauthorize the app.

 

HubSpot Cards

Create a new card template

  1. In the Cards section of Control Panel, click on the button New and select the desired card type.

  2. Insert the template name.

  3. Choose the item fields to display in the card.

  4. Order the fields as you wish.
    Main will be always visible, while Extra will appear when expanding the card.

  5. Check the template in the Preview section and Save when you’re satisfied.

 

Edit an existing card template

  1. In the Cards section of Control Panel, select an existing template from the left panel.

  2. Edit the template properties as you were creating a new template (read above).

  3. Click Save.

 

Delete a card template

  1. In the Cards section of Control Panel, select an existing template from the left panel.

  2. Click on the Delete icon and confirm.

 

Set a card template to be used in Jira Service Management

  1. In the Cards section of Control Panel, select an existing template from the left panel.

  2. Check (or uncheck) the box to use the current template in Jira Service Management for its item type.

  3. Click on Save.

 

 

HubSpot Views

  • In the View Properties section of Control Panel, select the type of item whose properties restrictions you want to manage.

  • If you want to restrict the properties to a certain group, select Selected only and add the properties in the selector below.

  • Click Save.