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andreasintrow
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Member since ‎Nov 9, 2023
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Andreas Geamanu

Collaborate with your B2B partners in shared spaces

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andreasintrow on August 27, 2024
🎥 Webinar (12th of September): How to Attribute Partnership Revenue in HubSpot
🤷‍ CRO: Hi, can you give me an update on our partnership revenue? I need it for my board meeting… tomorrow. 🕵‍ Partnership Manager: Starts digging through the CRM to find partner deals and exports them to a spreadsheet. 🕵‍ Partners read more
Reply Discussion How-To
2 upvotes
0 Reply
Solved
MDoyduk on May 16, 2024
Reseller permissions
Hi there, We're adding external resellers in our HubSpot account with very limited permissions. We've created a dummy account with the same set of permissions and looked all over HubSpot to check what they can and cannot see, however they seem t read more
Reply Discussion Enterprise
0 upvote
4 Replies
andreasintrow
Contributor
July 10, 2024
Hi @MDoyduk , With Introw we're helping you to collaborate with your B2B resellers all integrated with HubSpot (1-click integration). This all...read more
Solved
kevinphelps on September 28, 2023
Maintaining Associations Across Objects
We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con read more
Reply Discussion best practices Custom Objects Enterprise
0 upvote
2 Replies
andreasintrow
Contributor
June 03, 2024
Hi @DianaGomez @kevinphelps I would actually associate the partner custom object to the right company object which will also include the con...read more
MSee on April 19, 2024
How to Disable Automatic Sync for Contact Communications in Co-Selling Partner Deals
Hi everyone, I'm currently facing a challenge in managing communications with Co-Selling Partners in HubSpot. Our process involves associating these partners with multiple deals and companies. However, the system automatically syncs all conversat read more
Reply Idea Contacts & Companies Custom Objects Dashboards & Reports Properties Sales Reporting Workflows
1 upvote
1 Reply
andreasintrow
Contributor
June 03, 2024
Hi @MSee , Would changing the filtering on deal level help for you? Would you also want to push this communication to your co-selling...read more
MJMacpherson on April 30, 2024
Trying to create a way to track partner referred deals
Hi, I am fairly new to the CRM function of HubSpot, used salesforce for 20 years. We have a partner that has referred us to a few different accounts (going forward we will have multiple partners that will do the same). I want to be able to see the d read more
Reply Discussion Professional
1 upvote
3 Replies
andreasintrow
Contributor
June 03, 2024
Hi @MJMacpherson , In short: for easy filtering in HubSpot we'd suggest to use custom properties. We actually made a blogpost ( https://www...read more
mzebib68 on September 01, 2023
how to create gated sections for partners
Hi, We are using Hubspot as CMS for our corporate website & blog but I'm facing a challenge with this below project: I need to created portal(s) (ie mini websites) for our partner's network for which: - each visitor needs to be indentifed read more
Reply Discussion best practices Marketing Website Pages
0 upvote
4 Replies
andreasintrow
Contributor
June 03, 2024
Hi @mzebib68 , We're allowing you to create multiple shared spaces (websites) with different content all integrated with HubSpot and personalise...read more
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