CRM

TClarke5
Member

Can you create a pipeline that 2 separate companies can use?

SOLVE

Hi All,

 

I am wanting to know if it is possible to link a pipeline on 2 separate hubspot accounts?

 

My company and the company we work alongside are separate entities however work extremely close on one of our contracts, we both have hubspot accounts.

 

I am wanting to link one single pipeline, so their company can create leads, see all activity within that pipeline and have access as if it were there own without compromising all of my other data i have on there.

 

Is this possible? Thanks

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1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Can you create a pipeline that 2 separate companies can use?

SOLVE

@TClarke5 that's not possible with a standard HubSpot instance, no. However I might look into business units to see if that might work for your use case. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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1 Reply 1
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Can you create a pipeline that 2 separate companies can use?

SOLVE

@TClarke5 that's not possible with a standard HubSpot instance, no. However I might look into business units to see if that might work for your use case. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/