Hubspot Connector - Views Guide

Access the HubSpot Views menu

Jira:

1. In a Jira project, scroll down the left panel to the Apps section and click on HubSpot Connector.

2. If asked, allow the app the required access.

Open

Confluence:

1. In a Confluence space, browse the left panel and click on HubSpot Connector under the Apps section.

2. If asked, allow the app the required access.

Open

Create and edit HubSpot View

1. Access the HubSpot Views menu depending on your platform as shown above.

2. Click on Create View.

3. Select the desired type of view.

4. Edit the view name.

5. Edit the view columns. You can reorder or delete existing columns and add new ones.
   
   

    

6. Set the filters.
   Under the section Filters, click on the “+” button to create a new filter group.

   If you want the filter group to have regular filters in it, click on New filter and add as many filters you want. Note that filters inside the same filter group will be in an “and” relationship to each other.

   If you want to create a list of single items (e.g. a list of specific contacts), click con Custom List.

   
   When you’re satisfied with the filter group, click on Apply. The newly created or edited filter group will appear in the Filters section.

   
   You can edit or delete an existing filter group clicking the corrisponding buttons to the right, or create a new filter group. Different filter groups will be in an “or” relationship to each other.
   
   

7. When you’re satisfied with the View, click on Save.

8. If you want to edit an existing View, select the view from the View List and click on Edit.