How to Add a Client to your Partner Portal

This article explains how to add a new referred client to your Partner Portal in Palpaca.

Step 1: Go to the HubSpot sidebar, click on Data Management, and select Data Integration. 

Step 2: Once on the Data Integration page, click on the “Connected Apps” button and search for “Palpaca” 

Step 3: Click on the app name and go to the "Settings" and select the "Partner Portal" menu option

Step 4: Click the “Refer a Client” button 

Step 5: A sidebar will appear.  Insert your client’s HubSpot Portal ID and copy the referral link by clicking on the “Copy Link” button

Step 6: Click the “Submit Referral” button