Mastering Shared Partner Deals in HubSpot

Shared partner deals in HubSpot allow you to collaborate seamlessly with solutions partners on joint opportunities while keeping ownership and visibility clear across portals.

This guide walks you through how shared partner deals work, how to set them up, and how to manage them from both the partner and customer accounts.

What Are Shared Partner Deals in HubSpot?

A shared partner deal is a deal record visible in two different HubSpot accounts:

• The customer or prospect account (your main HubSpot portal)
• The solutions partner account collaborating on the opportunity

Both portals can see and update the same deal record, with some fields shared and some kept private to each account.

How Shared Deal Data Works in HubSpot

When you create a shared partner deal, the underlying contact and company records stay in their original HubSpot account. Instead of cloning those records, the deal links back to them.

Shared vs. Private Deal Properties in HubSpot

On a shared partner deal, certain properties are synchronized between both HubSpot portals, while others remain separate.

Shared deal properties include:

• Deal name
• Amount
• Close date
• Deal description
• Deal type
• Create date
• Deal owner
• Deal team
• Pipeline and deal stage
• Associated contacts and companies

These shared properties stay aligned: an edit in one HubSpot portal appears in the other.

Private deal properties include:

• Custom properties that exist only in one portal
• Internal-only notes and fields in each account
• Any fields specific to the partner’s sales process

Private properties are not synced between HubSpot accounts and remain visible only inside the portal where they were created.

Requirements for Shared Deals in HubSpot

Before creating a shared partner deal, a few conditions must be met on both accounts.

Account and Access Requirements

• Both the customer and the solutions partner must use HubSpot CRM.
• The partner must be registered as a solutions partner with a valid partner ID.
• Users creating or editing shared deals need the appropriate permissions for deals, contacts, and companies.

Shared deal creation is restricted to solutions partners; a standard customer portal cannot initiate a shared partner deal without the partner relationship in place.

How to Create Shared Partner Deals in HubSpot

Solutions partners can create shared deals from their own HubSpot account once the customer or prospect has been added to their partner records.

Step 1: Verify the Partner Relationship

1. Confirm that the prospect or customer is registered to your solutions partner record.
2. Ensure you have the correct HubSpot account associated with that company.
3. Verify that you have deal creation permissions in your partner portal.

Step 2: Create a New Shared Partner Deal

1. In your HubSpot partner portal, navigate to Sales > Deals.
2. Click Create deal.
3. Select the appropriate pipeline and initial deal stage.
4. Enter the core shared properties, such as deal name, amount, close date, and deal description.
5. Associate the relevant contact and company records that belong to the customer’s HubSpot account.
6. Save the deal to establish it as a shared partner deal between the two portals.

Once created, both the partner and the customer can see the shared deal in their respective HubSpot accounts.

How to Recognize Shared Deals in HubSpot

In both portals, shared partner deals look similar to standard deals but include visual indicators that show they are shared with a solutions partner.

Typical indicators include:

• A field or badge showing the partner’s company name
• Reference to the partner ID or partner relationship
• Notes indicating that the deal is registered as a shared partner deal

From the customer portal, the shared deal appears in the appropriate pipeline and stage, just like any other HubSpot deal.

Managing Shared Partner Deals in HubSpot

After creation, both accounts can update the shared portions of the deal and progress it through the pipeline.

Editing Shared Properties

Users in either HubSpot portal can:

• Update deal name, amount, and close date
• Move the deal to a new pipeline stage
• Adjust deal description to reflect current status
• Change the deal owner or add team members

Any change to these shared fields is synced automatically between the partner and customer accounts.

Using Private Properties in Each HubSpot Portal

Each account can add and maintain internal-only properties that do not sync to the other portal. Common uses include:

• Internal forecast categories
• Private margin or cost fields
• Account strategy notes
• Internal approval statuses

These internal fields stay isolated within each HubSpot account, keeping sensitive data private while still allowing full collaboration on the main shared deal record.

Best Practices for Shared Deals in HubSpot

To get the most from shared partner deals, establish clear processes between your team and the solutions partner.

Align Pipelines and Stages

• Agree on which pipeline the shared deal will live in on each HubSpot account.
• Define which stages reflect key milestones, such as qualification, proposal, and closed won.
• Use consistent naming where possible to avoid confusion.

Define Ownership and Communication

• Assign a primary deal owner in each HubSpot portal.
• Clarify who updates which properties and when.
• Use deal notes and activities to log meetings, emails, and calls so both teams stay aligned.

Protect Sensitive Information

• Use private, internal properties for financial or strategic fields you do not want to share.
• Restrict sensitive fields with user permissions where necessary.
• Regularly review which properties are shared versus private in your HubSpot configuration.

Where to Learn More About HubSpot Shared Deals

For the full, official documentation on shared partner deals, including the latest updates and limitations, review the HubSpot Knowledge Base article on creating shared partner deals: official HubSpot shared partner deals guide.

If you need strategic help designing your pipelines, partner processes, or CRM integrations, you can also consult a specialist agency such as Consultevo for advanced HubSpot implementation support.

By understanding how shared partner deals function in HubSpot and setting up clear collaboration practices, you can streamline co-selling motions, improve deal visibility, and strengthen relationships with your solutions partners.

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