Last updated: February 1, 2024
Shared partner deals create a centralized space for both HubSpot Partners and HubSpot sales representatives to collaborate on and share information about the deal between CRMs.
After you've created a shared deal, you can log shared messages on the deal record to collaborate with your assigned HubSpot sales representative.
Add a shared message to the deal record
- In your HubSpot account, navigate to CRM > Deals.
- Click the name of a shared deal.
- In the Shared tab on the record timeline, click Add Shared Message. The message editor will pop up.
- Type your message, then click Send message. The message will automatically sync to HubSpot's CRM and all To be notified users will receive a notification. You can attach images and files to shared messages.
- When a HubSpot Sales representative shares a message, you will be notified. You can reply to any shared message either directly from the record, or from the notification email.
- To create a private note that is not synced to HubSpot's CRM, click Create Note in the Notes tab on the record timeline.
View shared messages
To streamline communication with the HubSpot team, you'll have access to created shared messaged between HubSpot and yourself.
- In your HubSpot account, navigate to CRM > Deals.
- Click the name of a shared deal.
- At the top of the deal record, navigate to the Shared tab. Only activity shared with HubSpot will appear in this tab.
- Pin a shared message to the top of the timeline by clicking the Actions dropdown menu, then selecting Pin. The message will be pinned in both the partner account and HubSpot's CRM. One shared message thread can be pinned at a time per deal.
- To view the history of edits made to a shared message, click Actions > History.
Setup a partner lead notification recipient
To set a partner lead notification recipient:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Partners.
- In the Communications section, Get notified about your registered leads' activity with HubSpot setting, click to toggle the switch on to trigger these email notifications.
- Click the Select notification recipient dropdown menu to select the user to receive the email notifications.
