Why This Matters

Linking your organization correctly ensures that Welcome Calls work seamlessly across integrated setups. This keeps your customer onboarding process smooth and professional.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

You canlink a SubHub organizationto anintegrated partnerduring the organization creation process.

Step 2

Surveys created by the SubHub org can be used by the integrated partner.

Step 3

Billing and monitoring are handled at the SubHub org level.

Step 4

Integrated partners can: Useshared surveysfrom the SubHub org.

Step 5

Monitor performance (e.

Step 6

, how many customers/surveys) either through the SubHub account or their own login.

Step 7

Step 1:After logging in, go to the “Organizations” tab.

Step 8

Step 2:Go “Integrated Organizations” and click “Add Organization”.

Step 9

Step 3:Fill in the necessary information and select the organization you want to link it to.

Step 10

Step 4:Once all the fields are duly filled, click “Save”.

Pro Tips

💡 Save time: Set up templates for your most common proposal types so you can reuse them.
📱 Mobile tip: Most Sales Velocity features work on mobile too — perfect for when you're on-site.
🔄 Stay organized: Use consistent naming conventions for proposals and customers.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Last updated: 2026-05-15 · Source: How To Link Subhub Organization To Integrated Organization In Welcome Call