HubSpot integration
Bring partner revenue into HubSpot
Connect HubSpot with OAuth and every approved referral becomes a HubSpot contact or deal, attributed to the partner rep who sent it. Status, pipeline stage, deal value and products flow back to Partner.io, so commissions are calculated from what HubSpot says actually closed.
What it does. Everything the HubSpot integration handles once it is connected.
- Sync approved leads to HubSpot as leads or deals, with the partner and rep attached
- Pull status, pipeline stage, deal value and line items back from HubSpot
- Map your custom lead fields to HubSpot properties, including select options
- Round-robin, partner-manager or manual owner assignment for synced records
- Notes sync in both directions without duplicate loops
- A partner card inside HubSpot records showing the partner, tier and Deal Surround recommendations
- Account mapping reads your customers, opportunities and prospects from HubSpot
Setup
Connect from Integrations in Partner.io, authorise HubSpot, then choose whether referrals sync as leads or deals and map your fields.
- Category
- CRM
- Status
- Live
- Included in
- Every plan
Integrations
Every partner action lands where your team already works. The rest of the stack.
All integrations- HubSpotTwo-way lead and deal sync, field mapping and a partner card inside HubSpot records.
- PipedriveTwo-way sync with live webhooks, field mapping and a partner panel inside Pipedrive.
- SalesforceTwo-way lead and opportunity sync for Salesforce, including sandbox orgs.
- SlackDeal and lead alerts in Slack, a slash command to register leads and team invites from your workspace.
- ShopifyFor Shopify app developers: attribute app installs and revenue to the partners who referred them.
- StripeRecord revenue from paid invoices, pay partners through Stripe Connect and let partners create promo codes.
- ClaudeAsk Claude about your partners, leads and tiers, and let it register leads or set up webhooks for you.
- ChatGPTBring your partner data into ChatGPT to answer questions, register leads and manage the program.
