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What you’ll achieve

A previously linked deal is disconnected from its counterpart, so updates stop flowing across the two CRMs and each side keeps its own record cleanly. The deals themselves stay intact and can be re-linked later if the co-sell resumes.

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Before you start

1

The deal is currently linked

Unlinking only applies to a deal that is already linked through Partner Connect, so it appears in the partner’s Done tab.
2

Know which record to keep working

After unlinking, neither side sees the other’s updates on this deal. Make sure both teams know which record each will manage so the opportunity does not go quiet.

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Steps

1

Find the linked deal

Go to Partners and open the co-sell relationship. The partner opens the Done tab in their Link existing deals view, which lists the deals currently linked to yours, then selects the one to disconnect.
2

Choose Unlink

From the linked deal’s actions - either the row menu or the Unlink button on the deal panel - the partner chooses to unlink. A confirmation explains that the vendor deal will no longer be connected to their HubSpot deal and that the easy cross-CRM collaboration on this pair will end.
3

Confirm

The partner confirms with Unlink deal. The two records are separated immediately, the deal moves back out of Done, and updates stop syncing across. Nothing is deleted, so the same deals can be linked again later if needed.

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Verify it worked

The deal no longer shows a connected counterpart and returns to an unlinked state in the partner’s list. Changes on either record stop appearing on the other, confirming the shared connection across the two CRMs is gone.

Enable Partner Connect and link a deal

Re-link to the correct deal, or link a new one.

Register instead of link

Start a shared deal when there is nothing to link to.

Implementation reference

Full configuration options.