Jira

Hubspot

Integration

Improving Perform Partners Workflow: Jira—HubSpot Integration

Perform Partner, a consultancy specializing in commercial pipeline management and resource planning, implemented Getint to connect HubSpot CRM with Jira Cloud. The integration automated deal-to-project transitions—mapping HubSpot deals and line items into Jira epics and tasks, respectively—while syncing key fields and comments in near real time. As a result, the company eliminated manual handovers, improved resource visibility, and enhanced efficiency in project delivery.

Find Out how we did it!

Client Overview

Industry:

Consulting

Company size:

SMB

Location:

United Kingdom

KEY STAKEHOLDER

David Rush

Head of Business Operations at Perform Partner

UK-based consultancy focused on pipeline and resource optimization
Uses HubSpot for CRM and Jira Cloud for project execution
Deal‑to‑project transition involved manual data copying
Required automation of deal data and lineage mapping
Sought real‑time sync to improve forecasting and reporting

Scope of Work

Automated Deal‑to‑Project Sync

Mapped HubSpot Deals to Jira Epics and Line Items to Jira Tasks.

Field & Comment Alignment

Synced key fields—like deal name, stage, amount, owner—and attached comments.

Custom Hierarchy Mapping

Implemented custom scripting to ensure parent–child relationships were retained.

Scalable, Real‑Time Setup

Deployed a robust integration for ongoing pipeline visibility and project tracking.

Integration Objective

Perform Partner aimed to automate transitions between commercial and delivery systems—ensuring HubSpot deals and line items flowed into Jira as structured projects and tasks—while eliminating manual handovers, improving forecasting, and enabling near real-time visibility into execution.

Data Integration Specifics

Issue Types:

Integration mapped:

HubSpot Deals → Jira Epics
HubSpot Line Items → Jira Tasks

Field Mapping:

Key fields synchronized included:

Deal Name → Epic Title
Deal Stage → Epic Status
Amount → Custom Amount Field
Deal Owner → Assignee

Scripting and Custom Development Support

Getint provided custom scripting to map line items as child tasks under corresponding epics.

Success Metrics

The integration’s success was defined by

Near Real-Time Data Flow
Deals and line items synced immediately into Jira.
Eliminated Manual Handoffs
Removed time-consuming Excel and email processes.
Improved Forecasting
Resource planning based on up-to-date pipeline and project info.
Scalable & Secure
Designed to grow with Perform Partner’s expanding operations.

Vendor Selection Process

During evaluation, Perform Partner assessed multiple integration solutions on the Atlassian Marketplace. Getint was selected for its mature, customizable feature set, including support for line item hierarchy, responsive custom scripting, strong vendor support, and confidence in long-term scalability.

Why Getint Stood Out?

During the vendor selection process, Getint emerged as the preferred choice due to:

Built-in Integration

No need for an external hub, ensuring easier maintenance

User-Friendly Interface

Accessible for standard Jira administrators, with straightforward configuration

Reliability and Low Maintenance

Set-and-forget functionality

Cost-Effectiveness

Balanced pricing for the value delivered

Responsive Support

Prompt and effective assistance during setup and troubleshooting

800 000 +

Active Users

5 000 +

Installations

3.8 / 4

Rating

7 mln

Integrations Daily

Our Certifications

What We Accomplished

Deal-to-Epic Automation

Automatically created epics from HubSpot deals.

Line Item Handling

Synced line items as Jira tasks linked under corresponding epics.

Field & Comment Sync

Ensured key metadata and communications were imported.

Operational Scalability

Delivered a near real-time, automated workflow supporting resource planning.

What Key Stakeholder Say

“Integrating HubSpot and Jira through Getint significantly reduced manual processes and gave us real-time visibility into our projects.”

David Rush

Head of Business Operations at Perform Partner

Conclusion

Getint’s HubSpot→Jira integration has streamlined Perform Partner’s commercial‑to‑project workflows, driving near real-time execution and forecasting.

Through automated syncing, customizable mappings, and expert support, Getint has enabled more efficient, accurate, and scalable operations.

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Frequently asked questions

Have questions? 
We've got you!

Our comprehensive FAQ section addresses the most common inquiries about our integrations, setup process, pricing, and more - making it easy to find the answers you need quickly.

Can HubSpot deals sync into Jira epics?

Yes—deals are mapped to epics automatically.

Are line items supported?

Yes—line items create child tasks under epics via custom scripting.

Will deal metadata sync too?

Yes—fields like stage, amount, and owner are included.

Does it sync comments?

Yes—comments in HubSpot are transferred as Jira comments.

Is the solution scalable and secure?

Yes—it supports increasing operations and preserves data integrity.

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