When this comes up
You’ll see the migration page when you accept a team invitation that’s tied to a HubSpot portal already connected in Octopods. The exact prompt depends on whether your Octopods account already has its own HubSpot workspaces:
You already have HubSpot workspaces. Octopods asks if you want to merge them into the team’s account.
You don’t have any HubSpot workspaces. Octopods asks if you want to join the existing team that owns the portal.
The page is reached through the invitation link the team admin sent you. The link includes a token that ties the page to the specific invitation you’re accepting.
If you already have HubSpot workspaces (Merge flow)
The page is titled “Merge HubSpot Workspaces” and shows your existing HubSpot workspaces alongside the team you’re being invited to join.
For each workspace, the page displays:
“Portal ID #” followed by the portal’s ID, so you can confirm which portal each workspace points to.
The team name you’d be merging into, shown as ”’s Team”.
You have two choices:
Yes, Merge My Workspaces — merges your HubSpot workspaces into the inviting team’s account. After the merge, you join the team as an Admin and your HubSpot portals are managed under that team’s account.
No, Thanks — declines the merge and returns you to your Connected Workspaces page.
What “merge” means in practice
Merging brings your HubSpot workspaces (and the channels inside them) under the inviting team’s account. After the merge:
Every HubSpot workspace you previously had alone becomes part of the shared team account.
The team’s other members can see and work with those workspaces.
You join the team with the Admin role, so you continue to be able to manage workspaces and channels.
Merging is the right choice when you and the team should share one Octopods account that owns the relevant HubSpot portals — typically when you’re joining a team that’s organized around the same set of portals you’re already managing.
If you don’t have HubSpot workspaces (Join flow)
The page is titled “Join HubSpot Team” with a prominent subheading that reads “Join Existing HubSpot Team?” and a short explanation that the HubSpot workspace is already connected to another Octopods account. Below the subheading, the page shows the workspace you’re being invited to.
For the target workspace, the page displays:
“Portal ID #” followed by the portal’s ID so you can confirm you’re joining the right account.
You have two choices:
Yes, Connect Me — adds you to the existing team as a member, with access to the connected HubSpot workspace.
No, Thanks — declines the invitation and returns you to your Connected Workspaces page.
What “join” means in practice
Joining adds you as a member of the team that already owns the HubSpot connection. You don’t bring any HubSpot workspaces of your own (you don’t have any) — you simply gain access to the team’s existing HubSpot workspace and the channels inside it.
Choosing between merge and decline
If the merge prompt is shown to you, the right choice depends on your account setup:
Choose Merge if you and the team should share a single Octopods account that owns the same HubSpot portals. This consolidates your work under one account.
Choose Decline if you want to keep your account independent — for example, if you manage a different set of HubSpot portals than the team and shouldn’t share them.
If you decline by mistake, the team admin can re-invite you. The token in the invitation link is single-use per invitation, so a fresh invitation gets you a fresh token.
Common things that go wrong
The invitation link doesn’t open the merge or join page. The token in the link may have already been used or expired. Ask the team admin for a new invitation.
You see the merge page but expected to see the join page (or vice versa). Octopods picks the flow based on whether your Octopods account currently owns any HubSpot workspaces. Confirm in another tab on your Connected Workspaces page.
The Portal ID shown on the page doesn’t look familiar. Pause before continuing. Confirm with the team admin that this is the right portal before merging or joining — once the merge is complete, undoing it requires support.
You’re not sure who the team admin is. The invitation page shows the inviting team using ”’s Team” so you can confirm the source. If the name isn’t recognizable, contact the team that sent you the invitation before continuing.
What’s next
See the Team Management section for how teams and roles work in Octopods
See the Account Setup section under Getting Started for signing in and managing your Octopods user