HubSpot-Jira Cloud Integration for Fortress OS
The HubSpot-Jira integration has proven to be a valuable tool for Fortress, enabling them to bridge the gap between their sales, customer success, and engineering teams.
The HubSpot-Jira integration has proven to be a valuable tool for Fortress, enabling them to bridge the gap between their sales, customer success, and engineering teams.
The HubSpot Jira integration is a game-changer for businesses looking to streamline their workflows between sales and support teams. By connecting HubSpot and Jira, you can create a seamless experience for your customers and enhance collaboration across your organization. Such integration allows you to create and update Jira issues directly within HubSpot from the ticket record, automate and report on tickets and Jira issues, and sync ticket notes and comments to a Jira issue. With the HubSpot Jira integration, managing customer data and resolving issues becomes more efficient, ensuring that your teams are always aligned and your customers are satisfied.
Fortress is a comprehensive property management operations platform that streamlines processes and enhances investment insights. In just a few clicks, users can track and analyze crucial data, such as income, occupancy, rent trends, smart price recommendations, and lease renewals. Fortress transforms property management by automating routine tasks, optimizing workflows, and empowering property managers to prioritize resident satisfaction—ultimately driving exponential growth in investment portfolios.
Project Lead: Allam Castillo
Role: Product Operations (supporting Product, Customer Success, and Engineering) and Jira Administrator
Tools Used: Jira Software, Jira Service Management, and Confluence
Allam is responsible for configuring, maintaining, and improving the Jira environment at Fortress. He also supports data analysis efforts to ensure smooth project operations across teams.
Jira plays a central role at Fortress, used by the Product, Engineering, and Customer Success teams for tracking and managing workflows. With three engineering teams in place, Jira Software is utilized for internal project tracking, while Jira Service Management provides a portal for customer support, enabling clients to submit requests and tickets seamlessly.
Meanwhile, the sales team operates within HubSpot, and the Customer Success team handles initial customer inquiries, resolving issues where possible. If a ticket requires further action—such as fixing a bug or implementing a feature request—it is escalated to Engineering or Product.
Fortress identified a need to centralize customer feedback in HubSpot, particularly the satisfaction surveys that are sent out via Jira Service Management after tickets are closed. This feedback is invaluable for the sales and marketing teams.
During initial testing of Getint for the integration, Allam discovered that the satisfaction survey field was not supported. The Getint team quickly responded to this requirement and added support for the missing functionality.
The success criteria for the integration are clear:
• Seamless Synchronization: Data must sync reliably between Jira and HubSpot.
• User-Friendly: The system must be easy to use and maintain.
• Responsive Support: The Getint team must provide timely support when needed.
• Proactive Notifications: Fortress requires notifications if the sync encounters any issues.
The integration process with Getint has been smooth and user-friendly. The platform combines an intuitive user interface with enterprise-grade support. When a critical feature was missing, the Getint team promptly responded and implemented the necessary update, ensuring the solution met all of Fortress’s needs.
The HubSpot-Jira integration has proven to be a valuable tool for Fortress, enabling them to bridge the gap between their sales, customer success, and engineering teams. By ensuring seamless data synchronization between HubSpot and Jira, Fortress has enhanced its ability to manage customer inquiries, track feedback, and address issues efficiently.
With clear success metrics such as reliable synchronization, ease of use, and proactive notifications, the integration not only met but exceeded Fortress’s expectations. As a result, this collaboration has streamlined workflows across departments, leading to improved customer satisfaction and better operational efficiency for Fortress.
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