Automate HubSpot + Jira
The CRM your pipeline reporting depends on. The ticket system of record for engineering work. Put an agent between them and the hand-off stops being manual: it reads, decides, acts, and shows its work.
Lead Researcher is a ready-made agent built around HubSpot; point its last step at Jira to finish this hand-off.
Automations teams run
These are not field mappings. An agent reads the HubSpot side, works out what it means, and only then decides what — if anything — should happen in Jira.
When a contact or deal is created in HubSpot…
…an agent can create and update issues in Jira — after reading the context and deciding it should.
When a stage changes in HubSpot…
…an agent can transition tickets with comments in Jira — after reading the context and deciding it should.
When a form submits in HubSpot…
…an agent can summarise sprint state in Jira — after reading the context and deciding it should.
When an issue is created or transitions in Jira…
…an agent can create and enrich contacts in HubSpot — with the reasoning recorded in the run’s receipt.
When a sprint starts in Jira…
…an agent can update deals and notes in HubSpot — with the reasoning recorded in the run’s receipt.
When a priority changes in Jira…
…an agent can log activity in HubSpot — with the reasoning recorded in the run’s receipt.
The HubSpot and Jira hand-off, setup template
Start with a custom-api call to api.hubapi.com and a custom-api call to {yoursite}.atlassian.net. Configure the HubSpot source payload, the agent input, and the Jira operation. The sequential template does not implement conditional writes or approval by itself.
This is a schema-checked starting point, not an end-to-end tested automation. Replace every CONFIGURE_ value, choose the operations you intend, connect credentials and map source outputs into later inputs. An edge orders steps; it does not supply a condition, an approval gate or a field mapping. Add and test those controls explicitly before any write. Cloud APIs and model providers may receive data. Keep the workflow inactive until tested with fixtures.
{
"id": "c9e3487d-78fe-4879-aecc-c3dc3f1de17e",
"name": "HubSpot → Jira",
"nodes": [
{
"id": "f8ab4609-a956-41b8-a043-8ae589fa8590",
"text": "Run on a schedule",
"x": 512,
"y": 144,
"isEditing": false,
"type": "trigger-timer",
"icon": "connect",
"category": "trigger",
"isSelected": false,
"parameters": {
"fireOnStart": "No",
"scheduleType": "Interval",
"schedule": "Every 15 Minutes"
},
"description": "Setup template for Timer Trigger. This trigger node fires the workflow at specified intervals or at a specific time. Configure credentials, inputs and output mapping before use.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
},
{
"id": "60d2ed83-0342-40d7-af4b-1a30381d8f62",
"text": "Review source and draft",
"x": 512,
"y": 336,
"isEditing": false,
"type": "agnt-agent",
"icon": "connect",
"category": "action",
"isSelected": false,
"parameters": {
"agentId": "CONFIGURE_AGENTID",
"message": "Read the HubSpot item. Decide whether it warrants action in Jira, and explain why.\nSource input: CONFIGURE_SOURCE_INPUT. Produce a reviewable draft only; do not take external actions."
},
"description": "Setup template for Agent Chat. Chat with an AI agent from your agent library. Select an agent and send messages to interact with it within your workflow. Configure credentials, inputs and output mapping before use.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
},
{
"id": "1c56b9fb-6726-4b0a-a4f8-3b570d20ad44",
"text": "Call Jira",
"x": 512,
"y": 528,
"isEditing": false,
"type": "custom-api",
"icon": "connect",
"category": "action",
"isSelected": false,
"parameters": {
"url": "https://{yoursite}.atlassian.net/rest/api/3/issue",
"method": "GET",
"authType": "None",
"query": "",
"headers": "{}"
},
"description": "Setup template for Custom API Request. This action node makes a custom API request to any endpoint with configurable method, headers, and authentication. Configure credentials, inputs and output mapping before use.",
"error": null,
"isActive": false,
"output": null,
"outputs": {}
}
],
"edges": [
{
"id": "dab8b7e7-a529-4311-a589-6c9a5a5876ea",
"start": {
"id": "f8ab4609-a956-41b8-a043-8ae589fa8590",
"type": "output"
},
"end": {
"id": "60d2ed83-0342-40d7-af4b-1a30381d8f62",
"type": "input"
},
"startX": 800,
"startY": 168,
"endX": 512,
"endY": 360
},
{
"id": "63fe257d-b29f-470c-a792-015bd0716748",
"start": {
"id": "60d2ed83-0342-40d7-af4b-1a30381d8f62",
"type": "output"
},
"end": {
"id": "1c56b9fb-6726-4b0a-a4f8-3b570d20ad44",
"type": "input"
},
"startX": 800,
"startY": 360,
"endX": 512,
"endY": 552
}
],
"zoomLevel": 1,
"canvasOffsetX": 0,
"canvasOffsetY": 0,
"isTinyNodeMode": false
}Configure Custom API Request
This action node makes a custom API request to any endpoint with configurable method, headers, and authentication.
- url — The URL of the API endpoint Current example:
https://{yoursite}.atlassian.net/rest/api/3/issue. - method — The HTTP method for the request Current example:
GET. - authType — The type of authentication Current example:
None. - query — Query parameters for the request (e.g., 'key1=value1&key2=value2') Current example:
. - headers — Optional headers for the request. e.g., {"Content-Type": "application/json"} Current example:
{}.
Install Lead Researcher
Lead Researcher is a working agent built around HubSpot. Install it, point its last step at Jira, and you have this hand-off without building it from an empty canvas.
Runs on your own machine · See what it does
Build it in AGNT
- Install AGNT — it runs on your own machine and needs no account to start.
- Authorise Jira (one OAuth sign-in) and HubSpot (one OAuth sign-in). Nothing is stored anywhere but your disk.
- Describe the job in plain language, or paste the definition above; custom-api does the reading and custom-api the writing.
- Gate anything you would not want done unattended, then let it run and read the first receipt end to end.
HubSpot and Jira — common questions
Can I connect HubSpot to Jira without writing code?
No code is required. Add both connections in the vault (HubSpot uses one OAuth sign-in, Jira uses one OAuth sign-in), then either install a marketplace workflow for this pair or drag the two nodes onto the canvas and put an agent between them.
How is this different from a field-mapping HubSpot to Jira automation?
A field mapping copies values and breaks on the first record nobody anticipated. The middle step here reads the HubSpot item in full and decides — whether it matters, how to summarise it, and what belongs in Jira. Deciding to do nothing is a valid outcome, which no mapping can express.
Does my HubSpot and Jira data leave my machine?
Your credentials stay in a vault on your own disk rather than in someone else’s cloud. The only calls made are the ones the workflow needs: HubSpot, Jira, and your chosen model provider — which can be a local one.
What does a HubSpot and Jira run leave behind?
A receipt: what was read in HubSpot, which tools ran with which arguments, what the agent concluded, and what it wrote to Jira. Anything consequential can sit behind an approval gate so a person signs off before it happens.
