How to Create a Shared Deal in HubSpot (Shared Selling)

1. Go to Deals

1. In your HubSpot portal, navigate to Sales → Deals.

2. From the pipeline dropdown, select HubSpot Shared Selling.

2. Create a New Deal

Click Create deal (top right), then complete the following:

Required fields

• Deal name

• Deal stage

• Deal type

• Associated contact

• Associated company

Important notes

• The associated company must be the business that wants to buy HubSpot.

• If the contact or company does not already exist in HubSpot, create them first:

  • Click Create contact

  • Click Create company

Once you finish the form, click Create.
HubSpot will automatically open the new deal record.

3. Convert the Deal into a Shared Deal

When the deal opens, look at the right-hand sidebar (top section).
You will see a panel titled Shared deals with a button:

Convert to shared deal

1. Click Convert to shared deal.

2. A pop-up window will appear asking for the required information.

3. Complete the fields, which typically include:

   • Your HubSpot rep

   • Basic deal context

   • Any additional details needed for Shared Selling

4. Click Submit.

This will officially convert your deal into a Shared Deal with HubSpot’s Sales team.

 Note: We do not create a quote because we are waiting for HubSpot offer.