Collaborate with HubSpot on shared deals

Shared partner deals create a centralized space for HubSpot Partners and HubSpot sales representatives to collaborate. 

After you've created a shared deal, you can log shared messages on the deal record to collaborate with your assigned HubSpot sales representative or communicate with them through a shared Slack channel. 

Use shared messages

1. In your HubSpot account, navigate to CRM > Deals.
2. Click the name of a shared deal.
3. At the top of the deal record, click the Shared tab.
4. To add a new shared message: 
   • In the upper right, click Add Shared Message. 

• In the pop-up box, enter a message, then click Send message. The message will sync with HubSpot's internal system and notify all users in the To be notified section. 
5. To reply to an existing shared message, click Reply at the bottom of a shared message, then enter a reply. You can also reply from the email notification. 
6. To pin a shared message to the top of the timeline, click the Actions dropdown menu at the top of the message and select Pin. You can only pin one message at a time. 
7. To review changes to a shared message over time, click the Actions dropdown menu at the top of the message and select History. 
8. To remind the notified HubSpot sales representatives to respond to a message, click Request follow-up at the bottom of the message. 

Add messages with Slack

Your HubSpot sales representative will create a shared Slack channel where you can both send messages that will be synced to the shared deal. Once the deal is complete, the channel will be archived after a period of inactivity. 

1. Accept the invitation to join the shared Slack channel from your email or from the in-app notification. 

2. In your HubSpot account, navigate to CRM > Deals.
3. Click the name of a shared deal.
4. At the top of the deal record, click the Shared tab.
5. Click a link to the Slack channel, or review messages sent from Slack.