/
HubSpot Connector - Admin Guide

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

This feature is available only in the Jira version of the app.

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.

Note: deleting all the card templates of an item type (Contact, Company, Deal) will make users unable to attach that card type to Jira issues. As a result, users won't even be able to search for those type of items through Jira.

If needed, you can use this option to restrict access to sensible data.

Note: when deleting a card template, all the existing cards already using that template will be irreversibly invalidated.

 

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.

 

Note: you can set a template for each item type (Contact, Company, Deal) to be used in Jira Service Management. If you don’t set a template for a specific item type, the corrisponding card won’t show up in the ticket.

If needed, you can use this option to restrict access to sensible data.

 

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.

You can use the setting None to totally block the use of the selected type of item while creating or editing an HubSpot view.

 

Related content