Improving Perform Partners Workflow with Jira and HubSpot Integration

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.

Client Overview

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.

Key Stakeholders

  • David Rush, Head of Business Operations, Perform Partner

Integration Objective

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:

  • Improve resource planning and project tracking by ensuring all deal-related data in HubSpot seamlessly transitioned into Jira for project execution.
  • Automate deal-to-task conversion, eliminating manual handovers and reducing the risk of data inconsistencies.
  • Enhance real-time visibility into project workloads and revenue forecasting, enabling data-driven decision-making and strategic planning.
  • Eliminate the reliance on manual report extraction and Excel-based workflows, reducing administrative overhead and allowing teams to focus on higher-value tasks.
  • Ensure a consistent, scalable workflow for managing customer engagements from initial sales discussions to final project delivery.
  • Strengthen data accuracy and operational efficiency by centralizing critical deal and project information in a single, integrated ecosystem.
hubspot jira integration

Key Advantages of Getint’s Integration

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:

  • Seamless Workflow Automation: Getint’s integration ensured smooth data synchronization between HubSpot and Jira, allowing for automated transitions from deals to project execution.
  • Customization Capabilities: Unlike other solutions, Getint was able to support line item synchronization, a crucial requirement for Perform Partner’s workflow.
  • Proactive Support and Collaboration: The Getint team worked closely with Perform Partner to customize the integration, providing rapid issue resolution and continuous improvements.
  • Reliable Performance and Scalability: Getint’s integration was built to handle complex workflows, ensuring long-term stability and growth adaptability.

Data Integration Specifics

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.

Issue Types

  • Deals in HubSpot were mapped to Epics in Jira.
  • Line Items in HubSpot were converted to Tasks in Jira.

Field Mapping

Key attributes mapped between HubSpot and Jira included:

  • Deal Name - Epic Title
  • Deal Stage - Epic Status
  • Amount - Custom Text Field (Amount)
  • Assignee - Deal Owner 

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.

Scripting and Custom Development Support

Getint provided custom scripting support to address specific challenges, particularly in mapping line items to tasks while maintaining hierarchical relationships.

Success Metrics

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:

  • Accurate and real-time data synchronization between HubSpot and Jira,
  • Elimination of manual data extraction and Excel-based reporting,
  • Improved visibility into resource allocation and financial forecasting,
  • Reduced administrative overhead, enabling focus on business growth.

Vendor Selection Process

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:

  • Comprehensive Feature Set: Getint provided all necessary functionalities without requiring additional workarounds.
  • Ability to Meet Unique Business Needs: The integration’s line item synchronization and ability to map complex relationships between HubSpot and Jira made it a standout choice.
  • Strong Vendor Support and Responsiveness: The Getint team demonstrated exceptional customer service, assisting Perform Partner in optimizing the integration.
  • Scalability and Future-Proofing: Getint’s solution was designed to grow with Perform Partner’s expanding requirements, ensuring a sustainable, long-term integration.
  • Ease of Use and Security: The solution was user-friendly while maintaining high security and compliance standards.

Through a structured selection process, Perform Partner determined that Getint provided the most reliable and adaptable integration, ensuring efficiency and business continuity.

Conclusion

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.

FAQ

Why integrate Jira and HubSpot CRM?

Integrating Jira and HubSpot automates deal-to-project transitions, enhances visibility into resource planning, reduces manual data handling, and improves reporting accuracy.

How does Getint’s integration improve workflow efficiency?

Getint automates data synchronization between HubSpot and Jira, ensuring real-time updates, eliminating manual data extraction, and enabling seamless project execution.

What types of data are synchronized between HubSpot and Jira?

Key attributes such as deal names, deal stages, amounts, and deal owners from HubSpot are mapped to corresponding fields in Jira epics and tasks.

How does Getint handle line items in the integration?

Getint maps line items in HubSpot to tasks in Jira, preserving hierarchical relationships between deals and resources.

Does Getint support customization?

Yes, Getint provides custom scripting support to tailor the integration to unique business requirements.

Is Getint a trusted integration partner in the FinTech industry?

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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