The Unified Workflow (4/5): Give Sales Real-Time Insight into Jira Issues from HubSpot

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Our "Unified Workflow" journey is almost complete. Let's see how far we've come:

• Part 1: A Premium customer's request was captured by an empowered Service Desk.

• Part 2: The Product team turned it into a data-driven Idea in Jira Product Discovery.

• Part 3: The Development team received both a planned feature and an urgent bug with full customer context.

The technical teams are perfectly aligned. But what about the people managing the customer relationship? Are they aware of all this progress, or are they out of the loop?

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TL;DR

• Challenge: Sales and Customer Success teams lack visibility into the status of critical customer issues being handled by technical teams, making them look unprepared on calls.

• Solution: Display a live feed of linked Jira issues and their statuses directly on the Contact, Company, or Deal record inside HubSpot.

• Benefit: Enable proactive customer communication, build stronger relationships, and close deals and renewals with confidence.

• Products: HubSpot, Jira, HubSpot CRM Integration for Jira

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Meet Kate, a Sales Manager. She's about to have a crucial renewal call with her client, Appsvio. She knows they've been active, reporting both a feature idea and a critical bug. But what's the status? Are the issues resolved? Asking the dev team for a status update right before a call is inefficient and looks unprofessional.

The solution is to bring the single source of truth for development work (Jira) into the single source of truth for customer relationships (HubSpot). With HubSpot CRM Integration for Jira, this visibility is automatic.

Step 1: The Other Teams Do the Linking

Kate doesn't have to do anything. As the Service, Product, and Dev teams worked on the tickets from Appsvio, they linked them to the company using our app's custom field. This is a one-time action that powers the entire workflow.

Step 2: Kate Sees Everything in HubSpot

When Kate opens the Appsvio company record in HubSpot, she sees a new card on the right-hand side: "Jira Work Items". This card displays a live list of every issue linked to the company. She can instantly see:

• The feature request (ITA-3) has a status of In Progress.

• The critical bug (ITA-1) has a status of Done.

Stop asking for status updates. The Jira Work Items panel brings live development progress directly into HubSpot, empowering your sales team to have proactive, smarter customer conversations.

The result?

Kate now has complete visibility. She enters the renewal call fully prepared and in a position of strength. She can proactively say, "I'm thrilled to see our team has already resolved that critical bug you reported, and I can confirm that the new feature you requested is actively in development.". This transforms the conversation, builds immense trust, and shows the client that they are a true partner.

The client is happy, the renewal is secured. This success story has huge potential. But how do we make sure the Marketing team hears about it? That's the final piece of our puzzle!

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To see how this connects all five teams into one seamless, revenue-driving machine, join our live webinar!

Register here 👉 https://streamyard.com/watch/wYx99YKZ8FaK