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Question

How do I sync Jira status changes back to corresponding HubSpot ticket fields?

K

Hi all,

I have the following automation set:
 

  • In Hubspot, once a ticket is moved to STAGE A then create a Jira ticket in a specified board;
    • Some fields are moved as well, for example, the DEAL ID;

          Until here, all set and working.
 

→ What I need now is: From Jira, once that specific ticket is moved to STATUS B, then I need to return to Hubspot and fill a new field. But the most important, I need to match the ticket from Jira with the one I received from Hubspot. 

In my idea, my thought is something similar to:

  1. Jira: Ticket 1 that refers to DEAL ID 1, met criteria A;
  2. Then inform Hubspot that Ticket 1 that refers to DEAL ID 1, met criteria A;

    I would appreciate some help or experience about this topic!
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2 replies

Troy Tessalone
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Hi @karla_garcia 

2 options:

  1. Add the HubSpot Deal ID to the Jira Ticket in a field to then use when going from Jira > HubSpot
    1. HubSpot - Update Deal
  2. Add the Jira Ticket ID on the HubSpot Deal to use as the search criteria for HubSpot Find Deal when going from Jira to HubSpot
    1. HubSpot - Find Deal
    2. HubSpot - Update Deal
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 7796 replies
  • August 19, 2024

Hi @karla_garcia! 👋

How are things progressing on this? Were you able to get this solved using one of the options Troy outlined?

Eager to hear from you and to help further if needed! 🙂

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