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Welcome to the documentation for the AH Rovo JIRA Agent for HubSpot. This guide will help you set up and configure the application to integrate HubSpot with your Atlassian JIRA Service Management environment.

Setup Steps

Step 1: Create a HubSpot Private Application

To use the AH Rovo JIRA Agent for HubSpot, you must create a HubSpot private application with specific permissions. Follow these steps:

  1. Log in to your HubSpot account.

  2. Navigate to Settings > Integrations > Private Apps.

  3. Click Create a private app.

  4. Provide the following details:

    • Name: Enter a name for the private application (e.g., "AH Rovo Integration App").

    • Description: Provide a short description (e.g., "Private app for integrating HubSpot with AH Rovo JIRA Agent").

  5. Assign the following permissions to the private application:

crm.schemas.quotes.read
crm.objects.line_items.read
content
crm.schemas.line_items.read
automation
actions
timeline
business-intelligence
oauth
forms
files
integration-sync
crm.export
tickets
e-commerce
settings.currencies.read
accounting
external_integrations.forms.access
sales-email-read
forms-uploaded-files
communication_preferences.read_write
crm.objects.goals.read
crm.lists.read
crm.objects.contacts.read
crm.objects.subscriptions.read
crm.import
crm.schemas.subscriptions.read
communication_preferences.read
crm.schemas.commercepayments.read
crm.objects.commercepayments.read
communication_preferences.write
crm.objects.invoices.read
crm.schemas.invoices.read
settings.security.security_health.read
crm.objects.users.read
files.ui_hidden.read
crm.objects.marketing_events.read
crm.schemas.custom.read
crm.objects.custom.read
settings.users.read
crm.schemas.contacts.read
cms.domains.read
crm.schemas.carts.read
crm.objects.carts.read
media_bridge.read
media_bridge.write
crm.pipelines.orders.read
crm.schemas.orders.read
crm.objects.orders.read
crm.objects.leads.read
crm.objects.partner-clients.read
crm.objects.feedback_submissions.read
crm.objects.companies.read
crm.objects.deals.read
crm.schemas.companies.read
crm.schemas.deals.read
crm.objects.owners.read
settings.users.teams.read
crm.objects.courses.read
conversations.read
conversations.write
crm.objects.listings.read
crm.objects.services.read
crm.objects.appointments.read
scheduler.meetings.meeting-link.read
crm.objects.quotes.read

  1. Save the private application and generate an access token.

Step 2: Configure the AH Rovo Agent for HubSpot

  1. Obtain the access token generated in Step 1.

  2. Log in to your Atlassian JIRA Service Management environment.

  3. Navigate to the AH Rovo Agent configuration panel:

    • Go to Settings > Apps > AH Rovo JIRA Agent for HubSpot.

  4. Enter the following details:

    • HubSpot Token: Paste the token generated from your HubSpot private application.

image-20241225-164759.png

  1. Save the configuration.

Verification

  1. Test the integration by creating a support ticket in JIRA Service Management.

  2. Ensure the AH Rovo Agent retrieves customer profiles and interaction histories from HubSpot.

If everything is set up correctly, the integration will enhance your support operations by providing real-time customer insights directly within JIRA.

Support

If you encounter issues during setup or usage, please contact AH Solutions support:

Thank you for choosing AH Rovo JIRA Agent for HubSpot!

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