The “rank-math-highlight” style=”background-color: #fee894″>”Find HubSpot Object and Unlink“ automation rule in HubSpot for Jira lets you automatically remove a specific connection between a Jira work item and a record – without deleting anything in either system. In this article, we walk through what this rule does, a practical onboarding use case, and the complete two-part setup so you can keep your linked records clean and focused on active work.
This is Episode 4 of our HubSpot for Jira automation rules series, where we break down each available rule end-to-end to help you get the most out of your CRM and project tracker integration.
Watch our full walkthrough of the Find HubSpot Object and Unlink rule in under 4 minutes:
What the “Find HubSpot Object and Unlink” Rule Does
When something happens in Jira – such as a status change – this rule finds a specific object (a contact, company, deal, or ticket) and removes the link between it and the Jira work item. The key distinction here is that the records themselves stay completely intact in both systems. Only the connection between them is removed. No data is deleted, no fields are altered, and both the record and the Jira issue continue to exist independently. They simply stop being connected to each other.
This makes the rule ideal for scenarios where a link was useful during an active phase of work but becomes unnecessary or even distracting once that phase is complete. Rather than manually going in and unlinking records, the rule handles it automatically based on triggers you define.
Use Case: Cleaning Up After Customer Onboarding
To make this concrete, imagine your team uses Jira to manage onboarding projects for new customers. Each onboarding project is linked to the customer’s company record so that your CRM team has visibility into the onboarding progress. This is useful while onboarding is underway – but once the project wraps up and the Jira work item moves to a status like “Completed” or “Archived,” that finished project can start cluttering up the customer’s timeline.
With the Find HubSpot Object and Unlink rule, you can automate this cleanup. The moment the Jira issue’s status changes to your defined completion status, the link is automatically removed. The record stays focused on active, relevant work, and the completed Jira issue remains in your project tracker for historical reference. Both records are preserved – just no longer connected.
Understanding the Rule Name
The name “Find HubSpot Object and Unlink” has two important parts that are worth understanding individually.
Find
“Find” means the rule locates a specific object based on the criteria you set through field mappings. It is not unlinking every record connected to the Jira issue – just the one it finds based on your matching criteria. This gives you precise control over which connection gets removed.
Unlink
“Unlink” means the rule only breaks the connection between the two records. Nothing is deleted and nothing is changed inside or Jira itself. Both records continue to exist on their own. This is a critical distinction – unlinking is a non-destructive action focused purely on data hygiene and keeping your cross-system relationships accurate and current.
Setting Up the Rule: Two-Part Process
Setting up the Find HubSpot Object and Unlink rule follows the same two-part flow covered in earlier episodes of this series. You first configure the rule inside the HubSpot for Jira app, then connect it to a trigger inside Jira Global Automation.
Part 1: Setup Inside the HubSpot for Jira App
Start by opening the HubSpot for Jira configuration and navigating to the automation screen. From there, follow these steps:
- Create a new automation rule. Click to add a new rule from the automation screen.
- Name your rule descriptively. Use something clear like “Unlink Company When Onboarding Completes.” Keep this name handy because you will need to reference it again in Part 2.
- Select the direction. Choose that this is a Jira to automation.
- Select the action. Pick “Find Object and Unlink” from the available actions.
- Select the Jira space. Choose the Jira space (project) the rule should apply to.
- Choose the object type. Select which type of object the rule should find – contact, company, deal, or ticket.
- Set up your field mappings. These mappings are critical. They tell the rule how to locate the right object to unlink. For example, you might match on a company name or domain so the rule knows exactly which connection to remove. Without accurate mappings, the rule cannot identify the correct record.
- Save the rule.
Part 2: Setup in Jira Global Automation
Now jump over to Jira Global Automation and create a new automation flow. Here is how to complete the setup:
- Pick your trigger. For this rule, status changes tend to be especially useful. Triggers like a transition to “Completed” or “Archived” are natural fits for unlinking records that are no longer actively relevant.
- Add an action. From the action list, find “CRM for Jira.”
- Choose the specific action. From the CRM for Jira actions, select “Find Object and Unlink.”
- Select your saved rule. Choose the specific rule you built in Part 1 by the name you gave it.
- Save and enable your automation.
Once enabled, the rule will quietly keep your links tidy in the background, running automatically every time the trigger conditions are met. There is no need for manual intervention after the initial setup.
Important Note About the Current App Version
This walkthrough showcases the upcoming Automations experience, which allows you to configure your saved automation rules directly in Jira Global Automations without using web request URLs. The automation logic, use cases, and overall setup process remain largely the same as in the current version of the app. The primary difference is that the new experience simplifies configuration by eliminating the need to create and manage web request URLs.
If you are using the current version of the app, some of the steps shown may look different and require web request URLs to achieve the same outcome. For guidance on setting up automations in the current version, refer to the documentation provided by resolution Reichert Network Solutions GmbH.
Where This Rule Fits in the Series
The Find HubSpot Object and Unlink rule is the fourth in our full series of automation rules explained for HubSpot for Jira. The complete series covers:
- 01 · Create New Object
- 02 · Find Object and Link
- 03 · Link or Create and Link
- 04 · Find Object and Unlink (this article)
- 05 · Unlink All Objects
- 06 · Notify Linked Objects
- 07 · Create New Work Item (→ Jira)
Coming up next in Episode 5, we cover the “Unlink All Objects” rule, which takes a broader approach by removing all connections from a Jira work item rather than targeting a single specific one. If your use case requires clearing every link at once, that rule may be the better fit.
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When to Use This Rule
The Find HubSpot Object and Unlink rule is most valuable when you need targeted, automatic cleanup of specific connections between Jira and. Pairing it with a status-change trigger – such as moving a Jira issue to “Completed” or “Archived” – ensures your timelines remain focused on active, relevant work. By keeping your cross-system links clean, your teams gain better context in both tools without the noise of outdated connections.
HubSpot for Jira is built by resolution Reichert Network Solutions GmbH, a Platinum Atlassian Marketplace Partner. The app keeps your CRM and engineering tracker in sync by linking issues to records, pushing data both ways, automating object creation, and giving every team the context they need without leaving their tool. For support, reach out to support@resolution.de.
