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    • How to add information about the portal to Hubspot

    How to add information about the portal to Hubspot

    1. Find the company in Hubspot here

    2. Go to company profile

    3. In "Actions" menu choose "View all properties"

    4. In search bar enter "Portal"

    5. Under property "Has client portal" select the type of the portal you've set up for the client

    How to add information about the portal to Hubspot 1

    6. Under property "Account ID for portal" enter the company's account ID (can be found in Grafana or admin panel)

    7. Under property "Client Portal domain" enter the domain used for the portal.