Create shared partner deals

Register your partner leads in HubSpot using the shared deal card on a contact, company or deal record. When you create a shared deal, it is automatically registered in HubSpot's CRM and assigned to a HubSpot sales representative.

Both the HubSpot sales representative and the partner will have visibility to comments, partner compensation eligibility, and associated products and quotes. Learn more about managing shared deals. 

Understand requirements

To register an existing deal as a shared deal, the following conditions must be met:

• As a partner, you must be under your capacity limit.
• There must be a company and contact record associated with the deal record.

Create a shared deal

1. Navigate to your contact or company records:
   • Contacts: In your HubSpot account, navigate to CRM > Contacts.
   • Companies: In your HubSpot account, navigate to CRM > Companies.
2. Click the name of a contact or company.
3. In the right column, click Add in the Shared deal section. 
4. In the right panel, enter the details of the shared deal. The deal's properties have the following sync behavior: 
   • Pipeline, Deal Stage, Deal owner, and Associated contact do not sync to HubSpot's internal records from your partner account.
   • Deal name, Associated company, and Close date sync one-way to HubSpot's internal records.
     • Once created, any changes made to the deal name will not sync between HubSpot and your account.
     • Once created, if the close date property is adjusted in HubSpot's internal records, this will sync to the Shared Selling card in your partner account.
• Deal team and HubSpot product interest sync both ways between HubSpot's internal records and your partner account.
5. Click Next.
6. Enter qualifying information about the deal in the Intro note, Specific pain/opportunity defined and Next steps fields.
7. Click Create shared deal.

Register an existing deal as a shared deal

1. In your HubSpot account, navigate to CRM > Deals.
2. Click the name of the deal.
3. On the deal record, click Convert to shared deal in the Shared deal section of the right column. 
4. In the right panel, enter the details of the shared deal. The deal's properties have the following sync behavior:
   • Pipeline, Deal Stage, Deal owner, and Associated contact do not sync to HubSpot's internal records from your partner account.
   • Deal name, Associated company, and Close date sync one-way to HubSpot's internal records.
     • Once created, any changes made to the deal name will not sync between HubSpot and your account.
     • Once created, if the close date property is adjusted in HubSpot's internal records, this will sync to the Shared Selling card in your partner account.
5. Click Next. 
6. Enter qualifying information about the deal in the Intro note, Specific pain/opportunity defined and Next steps fields.
7. Click Create shared deal.