#Hubspot partner software

These links will be displayed on every Accelo record which you link to HubSpot. For example, if you don't manage your clients' landing pages in HubSpot, simply uncheck the Landing Pages box to hide that link. These checkboxes allow you to hide records which you don't manage in Accelo, eliminating irrelevant links for your team. By default, that list includes all of the following records: When you connect an Accelo record to a HubSpot company, Accelo will create direct links to the work which you're managing for that client in HubSpot. To configure the integration, simply open the Integrations page Accelo offers several options for controlling what information is accessible from Accelo, and where that information appears. The partner portal integration makes it easy to access your clients information in HubSpot from the work which you're doing in Accelo. To add an additional link, simply click the Add button again.Д¬onfiguring your HubSpot Partner Portal Integration's options If you have multiple partner portals which you're tracking for a single client in Accelo, you can make multiple links from one Accelo record to HubSpot. This title will appear on the page in Accelo, and is a great way to differentiate between multiple portals.

Enter a Title which describes the content of your link.

Copy the page's URL, and paste it into the HubSpot URL field. This can be the company's page itself, their reports, landing pages, etc.

Open any record in HubSpot which you'd like to link to Accelo.

Locate the HubSpot logo, found in the bottom left-hand corner of the page, and click Add.

This link can be made for any record, but companies are the most common one to link.

Open the record in Accelo which you'd like to link.

To make that connection, simply follow these steps: When a connection is made, new links will be created directly between the Accelo record and HubSpot, making it easy to access all of your client's information in HubSpot. Once you've enabled the HubSpot Partner Portal integration, you can immediately begin connecting your Accelo records to your HubSpot portal. You're all done! The integration is now enabled for your Accelo account.

Click the HubSpot Partners tab, and click the Activate HubSpot Deep Linking button.

Open your Integrations page, located under your user icon:.

To enable the HubSpot Partner Portal integration, follow these easy steps:

Use the integration to link Accelo work to your HubSpot partner portalsД®nabling the HubSpot Partner Portal Integration.

This integration can be used in conjunction with the HubSpot integration, which helps to sync your client and contact records between Accelo and your internal HubSpot account. That includes links to the contacts, dashboards, reports and more which you're tracking in HubSpot! Not ready to connect? Learn more about Accelo's Hubspot IntegrationДЄccelo's HubSpot Partner Portal integration helps you connect the work which you're using in Accelo to track time, budgets and billing to the work which you're actively performing for your clients in their HubSpot portal, saving you valuable time and frustration.

#Hubspot partner software

Other Industries Accelo provides fully integrated cloud-based software for professional services businesses.

Public Relations Automate the client delivery process, stay on top of client activity and align staff with Accelo.

Property and Architecture Seamlessly integrate the architecture process, from design all the way through to delivery.

Managed Service Provider Manage all recurring services in Accelo with flexible time, budgets and billing.

Accounting Improve client relationships and automate business processes.

Engineering Infrastructure or building design, Accelo helps manage all your client-focused services.

Marketing Built for digital marketing agencies to help increase profitability and scalability.

Business Consulting Streamline all processes while aligning your team and delivering projects on time.

Information Technology Designed for growing companies that sell and support technology.

Digital & Creative Accelo helps digital & creative agencies worldwide to save time & become more profitable.

Is Accelo right for you? See how we've helped professionals in the following industries.