# \#partner-tools **URL:** https://community.hubspot.com/tag/partner-tools/2872.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [Connect your data to Excel or PowerBI natively](https://community.hubspot.com/t/connect-your-data-to-excel-or-powerbi-natively/90984)
**Author:** [@hoyahess](https://community.hubspot.com/u/hoyahess)\ **Replies:** 15\ **Last updated:** [October 26, 2026, 4:18pm UTC](https://community.hubspot.com/t/connect-your-data-to-excel-or-powerbi-natively/90984 "2026-10-26T16:18:37Z")
Connecting my Hubspot data to Excel or a data visualization tool like PowerBI or Tableau should be so easy! I need to create… --- ## [Allow Partners to create reusable client access permission templates](https://community.hubspot.com/t/allow-partners-to-create-reusable-client-access-permission-templates/159147)
**Author:** [@riley-pitman](https://community.hubspot.com/u/riley-pitman)\ **Replies:** 1\ **Last updated:** [September 21, 2026, 3:38pm UTC](https://community.hubspot.com/t/allow-partners-to-create-reusable-client-access-permission-templates/159147 "2026-09-21T15:38:47Z")
Request: As a HubSpot Solutions Partner, we need a way to create standardised permission templates in our partner portal and… --- ## [High Risk actions for Partner Admins](https://community.hubspot.com/t/high-risk-actions-for-partner-admins/144564)
**Author:** [@Sarah8Medilo](https://community.hubspot.com/u/Sarah8Medilo)\ **Replies:** 5\ **Last updated:** [September 15, 2026, 3:24pm UTC](https://community.hubspot.com/t/high-risk-actions-for-partner-admins/144564 "2026-09-15T15:24:36Z")
Now that I am a Partner Admin to some of our clients, I realized that I am not able to do “high-risk” actions like CRM Manual… --- ## [Salesforce/Hubspot syncing queue](https://community.hubspot.com/t/salesforce-hubspot-syncing-queue/158418)
**Author:** [@IBrockschmidt](https://community.hubspot.com/u/IBrockschmidt)\ **Replies:** 0\ **Last updated:** [September 8, 2026, 6:53pm UTC](https://community.hubspot.com/t/salesforce-hubspot-syncing-queue/158418 "2026-09-08T18:53:53Z")
When diagnosing syncing issues it would be super helpful if there was some type of visible syncing queue where I could see th… --- ## [Partner Clients associated objectspartner](https://community.hubspot.com/t/partner-clients-associated-objectspartner/156714)
**Author:** [@Melly2022](https://community.hubspot.com/u/Melly2022)\ **Replies:** 0\ **Last updated:** [August 21, 2026, 3:07am UTC](https://community.hubspot.com/t/partner-clients-associated-objectspartner/156714 "2026-08-21T03:07:28Z")
What is the purpose of “deals” “contacts” etc as associated objects in the Partner Client view? Allow sync of objects to the … --- ## [E-mails to PDF's](https://community.hubspot.com/t/e-mails-to-pdfs/21902)
**Author:** [@Natalie1](https://community.hubspot.com/u/Natalie1)\ **Replies:** 3\ **Last updated:** [May 27, 2026, 8:54am UTC](https://community.hubspot.com/t/e-mails-to-pdfs/21902 "2026-05-27T08:54:41Z")
Hello, It would be AMAZING if we could export our e-mails we send as PDF’s. Our sales people can then use these for office drops and we could also co-brand with others and they can scan these and then send out to their … --- ## [Make shared deals available on mobile](https://community.hubspot.com/t/make-shared-deals-available-on-mobile/149397)
**Author:** [@Melly2022](https://community.hubspot.com/u/Melly2022)\ **Replies:** 0\ **Last updated:** [May 15, 2026, 1:33pm UTC](https://community.hubspot.com/t/make-shared-deals-available-on-mobile/149397 "2026-05-15T13:33:10Z")
Shared deals, quotes etc are unavailable on the app - as a HS partner this is super important to be able to manage on the fly. Can we bring this section to the mobile app? --- ## [Send approval requests through Slack](https://community.hubspot.com/t/send-approval-requests-through-slack/81111)
**Author:** [@EParzek](https://community.hubspot.com/u/EParzek)\ **Replies:** 4\ **Last updated:** [March 5, 2026, 9:43am UTC](https://community.hubspot.com/t/send-approval-requests-through-slack/81111 "2026-03-05T09:43:40Z")
If someone requests approval for an email and the approver has the Slack integration it would make sense to send that approval request in Slack. Currently, comments with an @mention will go to the recipient in Slack but … --- ## [Bring back Partner Demo Portal Dummy Data Generator with Updates to Demo new AI&Non AI features💎](https://community.hubspot.com/t/bring-back-partner-demo-portal-dummy-data-generator-with-updates-to-demo-new-ai-non-ai-features/127920)
**Author:** [@MuseDebbie](https://community.hubspot.com/u/MuseDebbie)\ **Replies:** 7\ **Last updated:** [January 21, 2026, 8:35pm UTC](https://community.hubspot.com/t/bring-back-partner-demo-portal-dummy-data-generator-with-updates-to-demo-new-ai-non-ai-features/127920 "2026-01-21T20:35:10Z")
Years ago, HubSpot Partners had access to a Dummy Data Generator (Demospot) that provided an instant, fully populated demo portal for showcasing HubSpot’s capabilities. This tool seems to have been sunsetted, yet HubSpot… --- ## [Hide partner user name from client's CRM object's owner option](https://community.hubspot.com/t/hide-partner-user-name-from-clients-crm-objects-owner-option/48496)
**Author:** [@Yoshi](https://community.hubspot.com/u/Yoshi)\ **Replies:** 4\ **Last updated:** [December 11, 2025, 1:25pm UTC](https://community.hubspot.com/t/hide-partner-user-name-from-clients-crm-objects-owner-option/48496 "2025-12-11T13:25:47Z")
Currently, when partner is added to their client’s account, parnter user’s name appear as an option for CRM objects owner (eg: contact owner, deal owner, company owner and etc). Sometimes partner’s user name populate ab… --- ## [3rd Party Lead Scrape Email](https://community.hubspot.com/t/3rd-party-lead-scrape-email/143883)
**Author:** [@GoldGorilla](https://community.hubspot.com/u/GoldGorilla)\ **Replies:** 0\ **Last updated:** [December 10, 2025, 2:25pm UTC](https://community.hubspot.com/t/3rd-party-lead-scrape-email/143883 "2025-12-10T14:25:11Z")
Hello, very frustrated user here. We are a dealership that gets emailed 3rd party leads all the time. There doesn’t appear to be any sort of email address we can give them that would scrape a email and map the data into … --- ## [Importing / transferring projects](https://community.hubspot.com/t/importing-transferring-projects/96213)
**Author:** [@VMoon1](https://community.hubspot.com/u/VMoon1)\ **Replies:** 2\ **Last updated:** [November 28, 2025, 7:11am UTC](https://community.hubspot.com/t/importing-transferring-projects/96213 "2025-11-28T07:11:17Z")
As a Partner it would be really helpful if we could set up a standard project template that we can then “import” or “transfer” to new clients portals We want to encourage new clients to use HubSpot as much as possible b… --- ## [Improve UI Extension open IFrame Modal action](https://community.hubspot.com/t/improve-ui-extension-open-iframe-modal-action/136105)
**Author:** [@AHammouda](https://community.hubspot.com/u/AHammouda)\ **Replies:** 3\ **Last updated:** [November 13, 2025, 11:08pm UTC](https://community.hubspot.com/t/improve-ui-extension-open-iframe-modal-action/136105 "2025-11-13T23:08:56Z")
Currently, you can open an IFrame modal within the UI Extensions actions (Accounts Dashboard | HubSpot). However, you cannot close it without manually clicking the close “X” in the modal. This creates an extremely bad u… --- ## [Slack integration: delete messages](https://community.hubspot.com/t/slack-integration-delete-messages/91536)
**Author:** [@natalia\_loewen](https://community.hubspot.com/u/natalia_loewen)\ **Replies:** 4\ **Last updated:** [October 7, 2025, 8:44am UTC](https://community.hubspot.com/t/slack-integration-delete-messages/91536 "2025-10-07T08:44:26Z")
Currently, it is not possible to manually delete messages that are sent to Slack/Slack channels via workflows. It would be extremely helpful if we could manually delete these messages in Slack (GDPR, incorrect data). For… --- ## [Option to Exclude Partner Admins from Assignment Dropdown](https://community.hubspot.com/t/option-to-exclude-partner-admins-from-assignment-dropdown/139428)
**Author:** [@Florian82](https://community.hubspot.com/u/Florian82)\ **Replies:** 0\ **Last updated:** [September 12, 2025, 9:18am UTC](https://community.hubspot.com/t/option-to-exclude-partner-admins-from-assignment-dropdown/139428 "2025-09-12T09:18:35Z")
As a Partner Admin, we frequently encounter the issue that customer users unintentionally assign objects (such as tasks, contacts, deals, tickets, etc.) to us. This happens simply because Partner Admins are always visibl… --- ## [Dashboard filters should apply to funnel reports](https://community.hubspot.com/t/dashboard-filters-should-apply-to-funnel-reports/105850)
**Author:** [@PSwift](https://community.hubspot.com/u/PSwift)\ **Replies:** 11\ **Last updated:** [July 28, 2025, 12:25pm UTC](https://community.hubspot.com/t/dashboard-filters-should-apply-to-funnel-reports/105850 "2025-07-28T12:25:11Z")
Adding a funnel report to a universal dashboard is great, adding dashboard filters is excellent, dashboard filters not affecting a funnel report is counter productive and renders the report useless in the dashboard. Esp… --- ## [Add TikTok & Pinterest to Social Networks for Publishing Posts](https://community.hubspot.com/t/add-tiktok-pinterest-to-social-networks-for-publishing-posts/106845)
**Author:** [@theDMM](https://community.hubspot.com/u/theDMM)\ **Replies:** 6\ **Last updated:** [July 11, 2025, 4:46pm UTC](https://community.hubspot.com/t/add-tiktok-pinterest-to-social-networks-for-publishing-posts/106845 "2025-07-11T16:46:58Z")
We currently publish our social media posts to all four channels that are currently available in HubSpot (Facebook, Instagram, X, and LinkedIn). It would be great to be able to post to TikTok & Pinterest from the same s… --- ## [Sandbox portal limitations / ability replicate portal / migrate "Hubs" from dev to live portal.](https://community.hubspot.com/t/sandbox-portal-limitations-ability-replicate-portal-migrate-hubs-from-dev-to-live-portal/36454)
**Author:** [@Jindrich](https://community.hubspot.com/u/Jindrich)\ **Replies:** 5\ **Last updated:** [July 2, 2025, 7:51am UTC](https://community.hubspot.com/t/sandbox-portal-limitations-ability-replicate-portal-migrate-hubs-from-dev-to-live-portal/36454 "2025-07-02T07:51:55Z")
Hi, As diamond agency doing a decent amount of developments that include API’s an inability to create a save staging environment to test and get client signoff on new features setup is very problematic. This is a core f… --- ## [filter deactivated out of HubSpot partner employee list](https://community.hubspot.com/t/filter-deactivated-out-of-hubspot-partner-employee-list/134723)
**Author:** [@Melly2022](https://community.hubspot.com/u/Melly2022)\ **Replies:** 0\ **Last updated:** [June 18, 2025, 4:03pm UTC](https://community.hubspot.com/t/filter-deactivated-out-of-hubspot-partner-employee-list/134723 "2025-06-18T16:03:34Z")
Can we add filters to exclude deactivated here? --- ## [Allow Super Admins Partner Portal client management](https://community.hubspot.com/t/allow-super-admins-partner-portal-client-management/134171)
**Author:** [@Melly2022](https://community.hubspot.com/u/Melly2022)\ **Replies:** 0\ **Last updated:** [June 9, 2025, 3:21pm UTC](https://community.hubspot.com/t/allow-super-admins-partner-portal-client-management/134171 "2025-06-09T15:21:44Z")
I am the Super Admin of our portal and a HubSpot Partner. As a marketing agency, we want to streamline managing employees connected to our clients’ portals to ensure we receive all credits possible. Currently the only pe… --- ## [10 best parenting advice you need to follow for a happier life](https://community.hubspot.com/t/10-best-parenting-advice-you-need-to-follow-for-a-happier-life/132878)
**Author:** [@MPragya](https://community.hubspot.com/u/MPragya)\ **Replies:** 0\ **Last updated:** [May 17, 2025, 5:50am UTC](https://community.hubspot.com/t/10-best-parenting-advice-you-need-to-follow-for-a-happier-life/132878 "2025-05-17T05:50:19Z")
My idea revolves around parenting. This domain can touch different sub-topics like child health and self-care while parenting, Raising a child as a single parent, Childhood memories, managing children while working and s… --- ## [Email Signature Generator: Modify and link to HubSpot account](https://community.hubspot.com/t/email-signature-generator-modify-and-link-to-hubspot-account/38536)
**Author:** [@MGIRALDI](https://community.hubspot.com/u/MGIRALDI)\ **Replies:** 1\ **Last updated:** [May 12, 2025, 4:45pm UTC](https://community.hubspot.com/t/email-signature-generator-modify-and-link-to-hubspot-account/38536 "2025-05-12T16:45:16Z")
It would be a good pro feature to have a link between our Hubspot account and Free Email Signature Template Generator by HubSpot (2026). The issue consists of being unable to really modify a signature created on the Hub… --- ## [Tablet/Ipad Landing Page editor](https://community.hubspot.com/t/tablet-ipad-landing-page-editor/53850)
**Author:** [@FRugama](https://community.hubspot.com/u/FRugama)\ **Replies:** 4\ **Last updated:** [April 11, 2025, 5:57pm UTC](https://community.hubspot.com/t/tablet-ipad-landing-page-editor/53850 "2025-04-11T17:57:09Z")
I just started using Hubspot to create a Landing Page and can’t really understand how is it not possible to edit how the LP will look on an Ipad/tablet. Like there’s the mobile and web editor, but not for a tablet/iPad??… --- ## [Insert Property into WhatsApp Dynamic URL](https://community.hubspot.com/t/insert-property-into-whatsapp-dynamic-url/111626)
**Author:** [@McBeer](https://community.hubspot.com/u/McBeer)\ **Replies:** 1\ **Last updated:** [April 7, 2025, 11:05am UTC](https://community.hubspot.com/t/insert-property-into-whatsapp-dynamic-url/111626 "2025-04-07T11:05:04Z")
WhatsApp allows for links to be embedded into their buttons, not only to track the clicks in the reporting but to also “hide” the utm parameters so they don’t create an ugly, long URL recipients may not want to click. Es… --- ## [Dashboard clone to other portals](https://community.hubspot.com/t/dashboard-clone-to-other-portals/27700)
**Author:** [@Lucila-Andimol](https://community.hubspot.com/u/Lucila-Andimol)\ **Replies:** 38\ **Last updated:** [March 8, 2025, 10:08pm UTC](https://community.hubspot.com/t/dashboard-clone-to-other-portals/27700 "2025-03-08T22:08:36Z")
As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). T… --- ## [Allow "Sort by" Reviews in Solutions Partner Directory](https://community.hubspot.com/t/allow-sort-by-reviews-in-solutions-partner-directory/125893)
**Author:** [@PedroLimaRP](https://community.hubspot.com/u/PedroLimaRP)\ **Replies:** 0\ **Last updated:** [February 11, 2025, 8:21pm UTC](https://community.hubspot.com/t/allow-sort-by-reviews-in-solutions-partner-directory/125893 "2025-02-11T20:21:17Z")
I imagine is it truly essential for HubSpot clients or leads to be able to search by the best reviewed partners in the ecosystem. For example, as of now, a Partner with 4.99 review average would position under a bunch o… --- ## [Create a list of Partner Client Access Manager Permission Sets](https://community.hubspot.com/t/create-a-list-of-partner-client-access-manager-permission-sets/125028)
**Author:** [@redbranchmedia](https://community.hubspot.com/u/redbranchmedia)\ **Replies:** 0\ **Last updated:** [January 29, 2025, 4:10pm UTC](https://community.hubspot.com/t/create-a-list-of-partner-client-access-manager-permission-sets/125028 "2025-01-29T16:10:19Z")
I am rather surprised this doesn’t already exist, but I’ve confirmed with HubSpot support that it does not and they sent me here. We are a Partner Agency and use Partner Admin access with our clients. When I need to add… --- ## [Give partners on all subscriptions option to login as user](https://community.hubspot.com/t/give-partners-on-all-subscriptions-option-to-login-as-user/124712)
**Author:** [@NEden](https://community.hubspot.com/u/NEden)\ **Replies:** 0\ **Last updated:** [January 24, 2025, 11:36am UTC](https://community.hubspot.com/t/give-partners-on-all-subscriptions-option-to-login-as-user/124712 "2025-01-24T11:36:32Z")
We have clients who are never going to reach the status of Enterprise so logging in as a user is locked. This is a very useful feature for partners when they are admin on the account. Can it be opened up to partners? The… --- ## [Weclapp \<-\> Hubspot](https://community.hubspot.com/t/weclapp-hubspot/120249)
**Author:** [@NSikanic](https://community.hubspot.com/u/NSikanic)\ **Replies:** 0\ **Last updated:** [November 11, 2024, 3:02pm UTC](https://community.hubspot.com/t/weclapp-hubspot/120249 "2024-11-11T15:02:52Z")
We are using Hubspot as our CRM sytem and Weclapp for ERP work. We create all offers with Weclapp, but the interface and general data handling to be able to generate quotes is tedious there. Therefore I would like to aut… --- ## [Affiliate Tracker/Backend/Courses](https://community.hubspot.com/t/affiliate-tracker-backend-courses/118965)
**Author:** [@Orlandis](https://community.hubspot.com/u/Orlandis)\ **Replies:** 0\ **Last updated:** [October 23, 2024, 2:47am UTC](https://community.hubspot.com/t/affiliate-tracker-backend-courses/118965 "2024-10-23T02:47:27Z")
Hubspot needs to create an affilaite tracking option that included replicated landing pages, sub-affiliate sign-ups, and multi teared commission structures for products and services. They should also integrate courses in… [Next page](https://community.hubspot.com/tag/partner-tools/2872.md?match_all_tags=true&page=1&tags%5B%5D=partner-tools)