When a Partner submits a new Deal Registration, Channeltivity creates a copy of the registered Deal in HubSpot. This can be configured to happen automatically or on a manual basis. 


  • Automatically - Every new Deal Registration entered into Channeltivity is automatically pushed into HubSpot as a new Deal 
  • Manually  - Internal Users initiate the sync of a Deal Registration by clicking the HubSpot button on the Deal > Sync Now. A new Deal is then created in HubSpot. 


Once a Deal in Channeltivity is synced with HubSpot, a link is created between the Deal in Channeltivity and the corresponding Deal in HubSpot.  


How do I unlink a Deal? 


To unlink a Deal Registration that is linked to Deal in HubSpot, click the HubSpot button on the Deal's details page in Channeltivity > Unlink. 

Deal Details Page - HubSpot Menu


Confirm you want to unlink the records by clicking the "I'm sure I want to unlink the Deal" checkbox > Save. 

Unlink a Deal Window


How do I link a Deal to an existing Deal in HubSpot?


A Deal Registration that is not linked to a HubSpot Deal can be linked to an existing Deal in HubSpot. If a Deal Registration is already linked to a Deal in HubSpot, you can unlink the records using the instructions in the section listed above. 


To link a Deal Registration to an existing Deal in HubSpot, click the HubSpot button on the Deal's details page in Channeltivity > Link to an existing Deal in HubSpot.

Deal Details Page - HubSpot Menu


 Paste the URL of the HubSpot Deal that you would like to link the record to > Next. 

Link Deal Window


Confirm you want to link the Deal Registration to an existing Deal in HubSpot by clicking the "I wish to link this Deal to the Deal in HubSpot" checkbox > Save. 

Confirm HubSpot Deal Link Window