Automatically sync notes and comments on HS ticket and Jira associated ticket

claudia_vesta

Making this an automatic option: Start syncing notes and comments to Jira.

 

This will help all our teams who work in HS and Jira to keep up to date with the latest notes and comments as we regularly work between the 2 systems.

 

We have workflows set up to auto-create Jira tickets, so the sync switch on step is not really a good/automatic option and not working for us. Additionally, our team has to remember to go into a ticket to switch on the sync which is manual considering the number of automated steps we have set up in HS to date. Capture.JPG

26 Replies
ellen-vesta
Member

Yes, this would help tremendously!

PCarter
Member

So there is an element called 'Jira Notes Sync By Default' but I cannot find where to set the value.

Vscarna
Participant

You're correct and you would need to set property value under the pipeline automation or workflow whichever you created the JIRA workflow and set property value but unfortunately, it does not allow you to edit it because it is set automatically by HS which conflicts because it is not automatically synced every time we create a JIRA issue. 😞 

mstancu
Member

Hi,

 

I have (successfully) linked HubSpot to JIRA. I also have a workflow automatically creating a ticket in JIRA when a HubSpot ticket reaches a certain status.

I would like to enable Notes/Comments sync by default and the workflow does not allow setting that property. I have tried to enable it globally but it doesn't seem to work.

 

2023-02-02_10-55.png2023-02-02_10-55_1.png2023-02-02_10-56.png2023-02-02_10-57.png

 

 

 

JByrne2
Contributor | Diamond Partner

I am nudging this thread. I would like to know how to set this too. I can do it individually but not globally as this property indicates is possible. 

Does anyone have a solution?



JByrne2_0-1685128666266.png

 

Akashdeep
Participant

Why are notes/comments not synced by default? is there any workaround on this... we need this feature urgently

RHorita
Member

Indeed this idea of automatic sync would be very useful, not to say essential.

The integration between HubSpot and Jira is already an awesome feature, and I have to congratulate the HubSpot team for developing it!

As an improvement of this integration, this suggested idea would be game changing.

Please consider it.

JosephF
Member

Upvote. This needs to be looked at seeing as 'Start/Stop Syncing Notes/Comments' is an action in Hubspot, I don't understand why this is a read only field in hubspot workflows. If we could update it through a worklflow it would be fine.

audreyrelay
Member

If you are willing to consider a third-party app, you can do this easily in Relay.app (disclaimer: I work there) - see the screenshot - it shows that whenever a new note is added on a HubSpot ticket, Relay will automatically look up the Jira ticket then add a comment on there.  We also have a ton of other integrations on HubSpot and Jira if you are interested.

 

audreyrelay_0-1695055905237.png

 

Vscarna
Participant

Audreyrelay, Will this relay.app automatically start syncing notes/comments once a Jira ticket has been created in HubSpot? This will remove the common human error that happens because team members have to remember to select actions and then click on start syncing notes/comments. 

audreyrelay
Member

@Vscarna yup, Relay.app will indeed do just that! 

In addition, say you don't have your HubSpot set up where a Jira ticket is automatically created, you can also update the Relay playbook to automatically create a Jira ticket with all the relevant info from the HubSpot ticket as well. 

Feel free to get started for free at relay.app/signup. Otherwise I can paste a detailed-how-to guide here in a day or two.

JKing01
Member

Please build this feature HubSpot!

Aough
Member

We need this feature! Please build it Hubspot!

DHannan
Member

Upvote!

 

We set up the Hubspot/Jira integration today, and we were all surprised that there isn't any way to set comments to sync by default. 

SZINCK
Member

up

_MMDL
Contributor | Gold Partner

This is so basic, very disappointing not being able to, at least, enable the syncing by default.

SKorotianets
Participant

It's a high-demand feature across many teams. This will ensure the effectiveness of communication between the systems and automatization easeness.

14 months of waiting and no response from the HubSpot Dev team.

StephenCavanagh
Member

This would be a very helpful improvement, we are automating Jira ticket creation and are sad to see there is no automatic way to do this.

ARasmusson
Member

Upvoted, not sure how anyone is effectively using this integration without this feature.

OOperations
Member

Upvoting. I agree with the last comment. I can't seem to fathom how a business is to avoid items slipping through the cracks due to this not being available. This now requires one side of the business to have full access to the other which defeats the purpose of this integration.