HubSpot Customers to Jira Service Desk

[Kathryn Westwood]

Hi everyone

I'm looking to implement Service Desk within my organisation. We currently use HubSpot as our CRM including their ticketing feature.

We do not want to recreate all customer contacts within Jira, as we do not want two contact lists to maintain. However, we still need to associate jira tickets to our customer contacts.

Is this possible?

Thanks

Kathryn

[Kate Pawlak _Appsvio_]

Hi Kathryn,

If you configure that customers can create new accounts on your portal, you don't have to create all of them in JSM settings. You can use our app HubSpot CRM Integration for Jira. If someone from your Hubspot list creates a ticket in Jira, you'll see all information about this person on the issue view.

But if you want to create these customers in JSM, you have to export the list from HubSpot and import it into Jira. You can do it using our other app Customer Details for Jira Service Management. With this app, you can easily collect additional information about customers and organizations, which is impossible out-of-the-box.

We can also deeply discuss your use case! Please book a meeting with our team: calendly.com/appsvio . I'm sure that together we can find the best (and the cheapest) solution for you :)

[Pier-Olivier Tremblay]

Hi Kathryn, welcome to the community,

Customers need to be in JSM if you want to manage their access and let them submit ticket in their name. If the list in HubSpot is the truth, you can setup an integration and sync it via the API. You can do it with whatever scripting language you are familiar with. You can even do it with JSM and an automation rule.

If customers will not be accessing JSM and you have at least JSM Premium, you can create them as Insight object instead of customer. It will be easier to maintain the list as you can easily upload CSVs into Insight.

[Patrick]

Hey @Pier-Olivier Tremblay ,

This post is a bit old but I'm wondering if you could point to some documentation which shows how this can be done?

Thanks!

[Pier-Olivier Tremblay]

@Patrick you should start a new thread with your exact question and tag me in it. I will do my best to answer!