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Multi-Organization HubSpot: How to Share One Connection Across Child Organizations

Share a single HubSpot connection with all child organizations in PSOhub

Published: 1 June 2026
 

Audience

  • Admin

Objective

This article explains how to share a single HubSpot connection across all child organizations in PSOhub, so every child organization can link HubSpot deals to projects without needing a separate HubSpot account.

Prerequisites

You must have Admin access to the master organization in PSOhub.

HubSpot must already be connected to the master organization.

All child organizations must already be created in PSOhub.

Steps

  1. Navigate to Settings (gear icon) in your master organization.
  2. Select Integrations from the left-hand menu. 
  3. Locate the HubSpot tile and click Configure. 
  4. The HubSpot Configuration dialog opens.
  5. Toggle on Share HubSpot connection with all child organizations. 
  6. Click Save.
  7. A Confirmation dialog appears. Read the message and click Proceed.

 📌 Note: The confirmation dialog states that if Insights is enabled, data will sync in the                 background. Refresh HubSpot after a few minutes to see it appear in the HubSpot                   menu. 

Result

The HubSpot connection from your master organization is now shared with all child organizations. Users in child organizations can create projects directly from HubSpot deals using the Project Quick Setup wizard in PSOhub.

 ⚠️ Important: Once sharing is enabled, child organizations cannot connect to a separate           HubSpot environment. The option to create a project directly from within HubSpot                   will  also be disabled for child organization users — projects must be created from                     within PSOhub. 

Optional: Enable Insights for HubSpot

If your organization has an enterprise HubSpot license, you can also enable Insights for HubSpot from the same HubSpot Configuration dialog.

Check the INSIGHTS FOR HUBSPOT ENABLED checkbox, then click Save and Proceed.

 📌 Note: Insights for HubSpot is only available with a HubSpot enterprise license. 

Next Steps

✅ Create a project from a HubSpot deal in PSOhub Learn how users in child organizations can use the Project Quick Setup wizard to link a HubSpot deal to a new project. HubSpot deals: How to create a project in PSOhub from a HubSpot deal

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