NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossHubSpot and Jirawith Caddi AI Agents.

Automate anything you do across HubSpot, Jira, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect HubSpot and Jira

  1. Connect HubSpot to Caddi

    Allow

    1Sign in to HubSpot

    One click with your own HubSpot login. No API keys.

  2. Connect Jira to Caddi

    Allow

    2Sign in to Jira

    The same click again. Both tools are connected.

  3. Create issue in Jira when new contact in HubSpot.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use HubSpot and Jira together

  • 01

    Create issue in Jira when new contact in HubSpot.

    Caddi watches HubSpot for new contact and create issue in Jira. No copy-paste, no missed records.

  • 02

    Create contact in HubSpot when new issue in Jira.

    Caddi watches Jira for new issue and create contact in HubSpot so the two systems stay in lockstep.

  • 03

    Update issue in Jira from HubSpot events.

    When new deal happens in HubSpot, Caddi update issue in Jira with the right context attached.

Actions Caddi can take across HubSpot and Jira

  • HubSpot

    New contact

    Triggers when a new contact is added to HubSpot.

  • HubSpot

    New deal

    Triggers when a new deal is created.

  • HubSpot

    Deal stage changed

    Triggers when a deal advances to a new stage.

  • HubSpot

    New form submission

    Triggers when a HubSpot form is submitted.

  • HubSpot

    Create contact

    Add a new HubSpot contact with custom properties.

  • HubSpot

    Update contact

    Modify an existing contact's properties.

  • HubSpot

    Create deal

    Open a new deal with pipeline, amount, and associations.

  • HubSpot

    Update deal

    Modify a deal's stage, amount, or close date.

  • HubSpot

    Create task

    Schedule a follow-up task against a contact or deal.

  • Jira

    New issue

    Triggers when a new issue is created.

  • Jira

    Issue updated

    Triggers when an issue is modified.

  • Jira

    Issue transitioned

    Triggers when an issue moves to a new status.

  • Jira

    Create issue

    Add a new Jira issue with assignee, priority, and labels.

  • Jira

    Update issue

    Modify fields on an existing issue.

  • Jira

    Add comment

    Post a comment on an issue.

  • Jira

    Transition issue

    Move an issue to a different workflow status.

Common questions

How does Caddi connect HubSpot and Jira?

HubSpot and Jira just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against HubSpot and Jira end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect HubSpot and Jira to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first HubSpot + Jira loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate HubSpot and Jira?

Drop your work email and we'll show you Caddi running end-to-end against HubSpot, Jira, and the rest of your stack.