How would you go about sending information from one hubspot account to another?
Apparently there isn’t a native way to achieve that but I’m also struggling to send info on all levels (contact>company_ through a zapier integration.
Hi @pedroclivati1,
There is an app in the HubSpot Ecosystem for this, called Multi-Portal Sync by Lynton, currently priced at $600/mo., it also seems to be possible with PieSync.
With Zapier, this should be possible to some extent, but you’re limited by the available triggers and actions – a light version of the HubSpot API. Which issues are you running into exactly?
In general, if you can avoid running several portals, that would be your best option. With features for user permissions, team partitions, brand domains, multiple subscription preference pages etc. within one portal, you can almost “emulate” two portals within one. (You can replicate a portal in another destination, see here.)
Hope this helps!
Thanks a lot, Karsten.
Currently went with the option of limiting access for the partner and bringing them in into our own portal
But will definitely test out the PieSync suggestion - appreciated.
On a separate note, would you have any recommendations on how to “clone” properties from different levels, without necessarily using the Workflow feature? For example: contact > company > deal (for instance: I’d like to have contact properties available inside a deal table view)
Hi @pedroclivati1, without workflows that a tough one. For the sake of making it easier for other users to find this question and solution, would you post that as a separate thread, including your expected outcome / how you’re planning to use these cloned properties? Cheers!