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HubSpot

Create a client portal when a HubSpot deal is won, with contacts already invited.

CRMAvailable
Agency plan
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Overview

When a deal moves to Closed won, Ferrybox creates a portal from the template you choose and invites the deal's contacts. The client's first experience is a ready portal, not a setup email.

Portal activity is logged on the company timeline in HubSpot, so account managers see it too.

What you can do

  • Create a portal when a deal is won
  • Invite the deal's contacts automatically
  • Log portal activity on the company timeline
  • Pick a template per pipeline

How to set it up

  1. 1Connect HubSpot in Settings → Integrations
  2. 2Choose a pipeline and the stage that creates a portal
  3. 3Pick the project template to use

More in CRM

  • Pipedrive

    Open a portal from a won Pipedrive deal in one click.

  • Salesforce

    Sync accounts and contacts, and log portal activity on the account timeline.

    Enterprise plan