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Embark on a Voyage of Integration

Navigating the vast expanse of your HubSpot universe can be daunting. Like charting a course through unexplored galaxies, setting up PORTALS is your mission control for a seamless journey. Follow our step-by-step launch sequence to harmonize your HubSpot constellations and turn scattered data into a unified force.

Ready for lift-off? Here’s how your expedition unfolds:

  1. 1. Link Up With the Mothership

     Like any good sci-fi film, your satellite businesses draw power from the mothership. So start centralizing customer data in one place. PORTALS syncs multiple accounts with ease, giving you visibility into all of your HubSpot records — all from your mothership

  2. 2. Clean the CRM Space Junk

    A CRM is only as powerful as its data is clean, but maintaining consistency in franchises, regional divisions, or subsidiaries is challenging and can get messy – fast. PORTALS cleans up the junk by syncing and maintaining Property and Pipeline structure from your Mothership to any number of connected HubSpot accounts.

  3. 3. Distribute Leads at Lightspeed

    Watch your conversion rates climb when leads are distributed to the right person, in the right portal, in real-time. PORTALS makes it easy to manage and monitor the entire sales cycle, no matter the size of your HubSpot galaxy. Conquer bulk upload missions at warp speed.

  4. 4. Enable Tractor Beam for Data Visibility

    PORTALS can be configured to support a vast universe of business needs, and has a user-friendly control panel to manage which HubSpot records are shared between accounts. Sync data one-way or bi-directionally, and use advanced AI-enabled filters to manage field mappings.

HARNESS THE POWER OF A FULLY CONNECTED HUBSPOT UNIVERSE

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Seamless Data Sync Across Portals

Move leads and customer data effortlessly between multiple HubSpot portals to ensure all teams have the information they need for better coordination and customer engagement.

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Streamlined Schema Governance

Automatically align and manage custom properties across multiple HubSpot portals, reducing manual errors and ensuring data consistency.

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Unified Sales Pipelines

Synchronize sales pipelines and deal stages across multiple HubSpot portals, ensuring consistent sales processes and accurate data.

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Consolidated Cross-Portal Reporting

Quickly compile reports from multiple HubSpot portals, providing you with a unified view that enables comprehensive insights and streamlined decision-making.

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Real-Time Activity Monitor

Monitor integration activity in real-time, troubleshoot issues instantly, and ensure smooth operation without waiting for support responses.

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Interactive Integration Visualizer

Easily view and update integration settings through an intuitive interface, saving time and reducing the need for technical support.

Is your enterprise prepared for lift off?

Learn more about how PORTALS will meet your business needs.
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