Hi All,
I have my own Hubspot account and now my boss has one and wants to view my deals on his ‘account’. He wants me to run with 2 accounts, mine for basic CRM info on clients and ‘his one’ to record deals. How can mine be linked to his so I just continue to use my original account, record info on deals and he sees this info on his account?
Hope oyu can assist!
Hi @JDuffy9,
It’s not possible to link or synchronize two separate HubSpot portals (at least not natively). Generally in situations like these, your boss would add you as a user to their portal. You would have to export your deals from your own portal and import them in the new portal.
When working in the same portal, HubSpot has permissions functionalities to manage deal access: HubSpot user permissions guide
There are third-party solutions for synchronizing two portals, for example PieSync (see here) or Lynton’s Multi-Portal Sync (see here), none of which are free. Integrations like these would increase complexity in your day-to-day and they would have to be maintained as well.
Hope this hepls!
Many thanks for your reply, much appreciated!
One last thing, if I import everything to his account, do I log on and use mine or his? Sorry for the confusion i am bit new to CRM
Regards
Hi @JDuffy9,
When your boss creates a user account under the same email address that you’ve used for your own portal, you’ll see a portal switcher on the upper right of your screen, see here: Manage multiple HubSpot accounts
Best regards!
Thank you!