Partner Portals like SP_CE integrate directly with Hubspot and remove any need for manual entries or giving your partners direct access to your CRM. Instead, your partners can add and manage their deals and tickets directly in their Partner Portal, and everything will be synced to Hubspot.

Maybe you’re asking partners for details about deals in calls, or monthly/quarterly check-ins. Maybe you and your team manually enter these deals in Hubspot. And maybe you’ve been wondering if there’s an easier way.

The good news is that there is: while Hubspot doesn’t really have a partner module, it can be seamlessly docked into the SP_CE Partner Portal to save time for both you and your partners. Here are the things you can do with such a connection:

Use Hubspot with a Partner Portal

While different Partner Portals work in different ways, SP_CE offers a direct, no-code integration with Hubspot. You simply choose to connect, pick the fields you want to show and where in Hubspot you want the deals to end up. After that, you’re ready to give your partners access to their very own deal manager, and where they can manage all deals in progress. It works something like this:

  1. Your team, or your partners, will create the deals they have in their unique portal.
  2. They can update them as the deals move forward, and both you and the partner will be notified about any changes.
  3. All changes made will be synced to Hubspot in real time.

The benefits of that set-up? Well, not only will you and your team save time, but it will also be easier to manage for partners. Especially if they have everything else, the content they need, the training and so on, in the same portal. Which truly gives them a one-stop-shop for all interactions with you.

Additional Hubspot integrations for SP_CE Partner Portal

With SP_CE, you can do more with your Hubspot than just manage deals. For example, you can

  1. Integrate your CRM and allow partners to add and manage support tickets directly in their Portal
  2. Add a Hubspot script to automatically sync contacts that enter the Portal, and trigger customized automations

Sounds good? Then, you can head to our Hubspot Page to learn more. 

 

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