How can I filter for specific sales data?

DryMerge allows you to filter HubSpot data based on various criteria like sales region, product category, or individual sales reps. Simply define your filtering parameters, and DryMerge will handle the specifics.

Can I use this with a different sales report frequency?

Yes, you can adjust the frequency of the sales report generation to weekly, bi-weekly, or any other interval that suits your needs. Just specify the preferred timeframe in the configuration.

Who typically uses this automation?

This automation is commonly used by sales managers and operations teams to maintain up-to-date sales performance tracking. It ensures that critical sales data is reviewed and acted upon promptly.

HubSpot + Jira

Create Monthly Jira Issues for Sales Reports Based on HubSpot Data

Simplify your sales reporting process by transforming HubSpot data into actionable Jira issues. Each month, automatically generate a Jira issue containing key sales metrics extracted from HubSpot. This helps your team monitor and respond to the sales report efficiently, ensuring nothing falls through the cracks.

Monthly HubSpot Data

Triggers on the first of the month using HubSpot sales data.

Create Jira Issue

Generates a Jira issue with key monthly sales metrics.

See more HubSpot to Jira integrations or use AI to customize your automation.

or pick a common variation below

Create Jira Issues for HubSpot Support Requests

HubSpot + Jira

Create Jira Issues for New HubSpot Contacts

HubSpot + Jira

Create Jira Issues for New HubSpot Leads

HubSpot + Jira

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create monthly Jira issues for sales reports based on HubSpot data"

Create monthly Jira issues for sales reports based on HubSpot data

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Jira + HubSpot.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Jira

Jira is a powerful project management tool for agile teams to plan, track, and release software. Create user stories, issues, plan sprints, and distribute tasks across your software team.