Portfolios allow you to organise and monitor groups of companies within the Creditsafe HubSpot integration. Once created, a portfolio can be configured with monitoring rules, notifications, and update settings to help you track changes to your monitored companies. Portfolios are created using the Databridge. For guidance on how to create a Portfolio, please view this interactive demonstration or follow the below steps:
- In the menu pane of the Databridge home page, select the Monitor option
- Click the grey Create button on the top right of the screen
- Enter a Portfolio Name in the name field
- Select the appropriate HubSpot connection from the drop-down list
- Click Create to create the Portfolio
After Creating a Portfolio
Once the portfolio has been created:
- The new portfolio will appear on the Monitoring Overview page in Databridge.
- Portfolio settings can then be configured to suit your monitoring requirements.
Please view this article for guidance on how to configure your Portfolio settings for HubSpot.