By integrating HubSpot and Jira through Getint, Perform Partner successfully streamlined its commercial-to-project workflow. The integration significantly reduced the reliance on time-consuming manual processes, enabling real-time data synchronization and ensuring accurate project tracking.
Perform Partner is a professional services organization that specializes in commercial pipeline management, resource planning, and workflow optimization. Their mission is to help clients enhance projects, processes, and technology by providing teams that drive real change and get the job done.
The company holds several accreditations, including ISO 27001, Cyber Essentials Plus, and is fully registered with the FSQS vendor qualification system, ensuring the highest standards of quality and security.
Premium Partner uses HubSpot for CRM and forecasting, and Jira Cloud for project and business process management.
Perform Partner needed an integration between HubSpot and Jira Cloud to automate the transition from commercial pipeline management to project execution. The integration aimed to:
Perform Partner sought a solution that could seamlessly connect HubSpot and Jira while addressing their specific needs. After evaluating multiple options, Getint stood out as the ideal choice due to its ability to provide a mature, adaptable, and scalable integration. The key advantages of Getint’s solution included:
To facilitate the integration, specific issue types, field mappings, and workflow customizations were implemented. The goal was to ensure a seamless, automated flow of data between HubSpot and Jira, reducing manual work and improving operational efficiency.
Key attributes mapped between HubSpot and Jira included:
Additionally, custom field mappings were created to support Perform Partner’s unique business logic, such as linking deal-specific tags, deadlines, and priority levels to relevant Jira fields.
Getint provided custom scripting support to address specific challenges, particularly in mapping line items to tasks while maintaining hierarchical relationships.
The success of the integration was measured by tangible improvements in efficiency, accuracy, and operational transparency. By seamlessly connecting HubSpot and Jira, Perform Partner experienced significant benefits that directly impacted their business processes. Key performance indicators included:
During the vendor selection process, Perform Partner assessed several Atlassian Marketplace solutions, including competitors like Unito. The evaluation focused on criteria such as feature maturity, customization options, scalability, and vendor support.
After thorough testing and analysis, Getint was chosen as the best fit for the following reasons:
Through a structured selection process, Perform Partner determined that Getint provided the most reliable and adaptable integration, ensuring efficiency and business continuity.
By integrating HubSpot and Jira through Getint, Perform Partner successfully streamlined its commercial-to-project workflow. The integration significantly reduced the reliance on time-consuming manual processes, enabling real-time data synchronization and ensuring accurate project tracking. By leveraging Getint’s solution, Perform Partner gained better insights into resource allocation, deal forecasting, and operational efficiency, which led to improved decision-making and project execution.
With a scalable, reliable, and low-maintenance integration in place, Perform Partner is well-positioned to adapt to future business demands, ensuring ongoing efficiency and seamless collaboration between sales and project management teams.
Integrating Jira and HubSpot automates deal-to-project transitions, enhances visibility into resource planning, reduces manual data handling, and improves reporting accuracy.
Getint automates data synchronization between HubSpot and Jira, ensuring real-time updates, eliminating manual data extraction, and enabling seamless project execution.
Key attributes such as deal names, deal stages, amounts, and deal owners from HubSpot are mapped to corresponding fields in Jira epics and tasks.
Getint maps line items in HubSpot to tasks in Jira, preserving hierarchical relationships between deals and resources.
Yes, Getint provides custom scripting support to tailor the integration to unique business requirements.
Yes, Getint is widely trusted in the fintech industry due to its secure, reliable, and fully customizable integrations. With GDPR, ISO 27001 & ISO 27018 certified and SOC2 Type II compliance, its solutions comply with industry standards, ensuring seamless data flow between financial services platforms while maintaining high data security and regulatory compliance.
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