{"id":89147,"date":"2025-02-18T06:50:07","date_gmt":"2025-02-18T06:50:07","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=89147"},"modified":"2025-02-18T07:01:52","modified_gmt":"2025-02-18T07:01:52","password":"","slug":"auto-creation-of-a-portal-for-new-hubspot-contacts-with-personalized-ticket-display","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/de\/guides\/automations-and-integrations\/auto-creation-of-a-portal-for-new-hubspot-contacts-with-personalized-ticket-display\/","title":{"rendered":"Auto-Creation of a Portal for New HubSpot Contacts with Personalized Ticket Display"},"content":{"rendered":"\n<p>As you know, in our service, you can add a <a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/displaying-data-from-other-services-hubspot-asana-etc-in-the-portal\/\">block<\/a> to the portal that displays information from HubSpot, such as tasks or tickets.<\/p>\n\n\n\n<p>Now, let\u2019s consider the following case: we want a new portal to be created for each new HubSpot client, containing a block that displays tickets from HubSpot. Moreover, only tickets associated with the client\u2019s company should be shown.<\/p>\n\n\n\n<p>This is an interesting task, and it is easy to implement in FuseBase.<\/p>\n\n\n\n<p>1) First, you need to create a portal with a block that displays tickets from HubSpot. You can find a detailed guide <a href=\"https:\/\/sales-ai-agents.com\/guides\/client-portal\/displaying-data-from-other-services-hubspot-asana-etc-in-the-portal\/\">here<\/a>. This portal will be used as the template.<\/p>\n\n\n\n<p>2) Next, go to our <a href=\"https:\/\/sales-ai-agents.com\/guides\/automations-and-integrations\/fusebase-automation-quick-guide\/\">automation module<\/a>.<\/p>\n\n\n\n<p>3) Create a new flow and select <strong>HubSpot -&gt; New Contact Added<\/strong> as the trigger.<\/p>\n\n\n\n<p>4) In properties, select the output Primary Associated Company ID. This is needed to pass the Company ID to the widget to filter tickets.<\/p>\n\n\n\n<p>Click Load Data to retrieve test data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1942\" height=\"1276\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/slide-1.png\" alt=\"\" class=\"wp-image-89175\"\/><\/figure>\n\n\n\n<p>5) Next, you need to create a portal with a ticket block. Create a new action: <strong>FuseBase -&gt; Create new portal<\/strong>. Select the <strong>source portal<\/strong> with the <strong>HubSpot block<\/strong> as the template.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1900\" height=\"1036\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-22.png\" alt=\"\" class=\"wp-image-89150\"\/><\/figure>\n\n\n\n<p>6) In the <strong>HubSpot parameter<\/strong>, choose <strong>Company ID<\/strong> from the trigger. This parameter is responsible for filtering the data in the block by the required company.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1959\" height=\"1330\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-23.png\" alt=\"\" class=\"wp-image-89155\"\/><\/figure>\n\n\n\n<p>7) After creating the portal, we need to <strong>invite the client<\/strong> to it. To do this, add the action: <strong>FuseBase -&gt; Invite client to portal<\/strong>.<\/p>\n\n\n\n<p>8) In the <strong>Email<\/strong> parameter, select the <strong>contact&#8217;s email<\/strong> from the trigger.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1707\" height=\"906\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-24.png\" alt=\"\" class=\"wp-image-89159\"\/><\/figure>\n\n\n\n<p>9) In the <strong>Portal<\/strong> parameter, choose the <strong>portal created in the previous action<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"808\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-25.png\" alt=\"\" class=\"wp-image-89163\"\/><\/figure>\n\n\n\n<p>10) Next, click <strong>Publish<\/strong> to activate the flow.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1865\" height=\"1343\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2025\/02\/image-26.png\" alt=\"\" class=\"wp-image-89168\"\/><\/figure>\n\n\n\n<p>Everything is ready! Now, for each new contact in <strong>HubSpot<\/strong>, a <strong>new portal<\/strong> will be created with a block that displays <strong>tickets filtered by the client\u2019s company<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As you know, in our service, you can add a block to the portal that displays information from HubSpot, such as tasks or tickets. Now, let\u2019s consider the following case: we want a new portal to be created for each new HubSpot client, containing a block that displays tickets from HubSpot. Moreover, only tickets associated [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[334],"doc_tag":[],"class_list":["post-89147","docs","type-docs","status-publish","hentry","doc_category-automations-and-integrations"],"acf":[],"year_month":"2026-04","word_count":298,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kuzma Safonov","author_nicename":"kuzmasaf","author_url":"https:\/\/sales-ai-agents.com\/de\/blog\/author\/kuzmasaf\/"},"doc_category_info":[{"term_name":"Automations and Integrations","term_url":"https:\/\/sales-ai-agents.com\/guides\/automations-and-integrations\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Auto-Creation of a Portal for New HubSpot Contacts with Personalized Ticket Display - Sales AI Agents<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/de\/guides\/automations-and-integrations\/auto-creation-of-a-portal-for-new-hubspot-contacts-with-personalized-ticket-display\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Auto-Creation of a Portal for New HubSpot Contacts with Personalized Ticket Display - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"As you know, in our service, you can add a block to the portal that displays information from HubSpot, such as tasks or tickets. 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