Works with Your Existing Sales Stack
Deep integrations with HubSpot, Salesforce, and Pipedrive for automatic deal attribution, partner field population, and seamless partnership tracking. No data silos.
CRM Integrations That Actually Work
Native integrations built specifically for partnership attribution
HubSpot
Deep integration with HubSpot's CRM, Marketing Hub, and Sales Hub for complete partnership visibility.
- • Automatic deal attribution
- • Partner contact properties
- • Custom pipeline stages
- • Workflow automation
- • Revenue reporting
Salesforce
Enterprise-grade integration with Salesforce Sales Cloud for complex partnership tracking.
- • Custom objects and fields
- • Opportunity attribution
- • Partner account management
- • Apex triggers integration
- • Einstein Analytics support
Pipedrive
Simple, powerful integration with Pipedrive for growing SaaS companies.
- • Deal-based attribution
- • Custom field mapping
- • Pipeline automation
- • Activity tracking
- • Revenue analytics
How CRM Integration Works
Seamless data flow between your CRM and partnership platform
Data Flow: Partner → CRM
Partner makes referral
Referral link clicked or form submitted
Lead created in CRM
With partner attribution data populated
Deal progression tracked
Pipeline movement automatically synced
Commission calculated
When deal closes, partner gets credited
Data Flow: CRM → Partner
Deal status updates
Pipeline changes sync to partner portal
Revenue tracking
Deal values automatically captured
Partner notifications
Real-time updates on referral progress
Commission transparency
Partners see exactly how much they've earned
CRM Integration Features
Powerful features that make partnership tracking effortless
Automatic Deal Attribution
Every deal automatically gets tagged with partner attribution data when it's created.
Custom Field Mapping
Map partner data to your existing CRM fields or create new ones automatically.
Pipeline Automation
Trigger workflows and automations based on partner attribution data.
Partner Lead Assignment
Automatically assign partner leads to specific sales reps
Commission Notifications
Send notifications when partner deals close
Partner Reporting
Generate reports on partner performance
Follow-up Sequences
Different email sequences for partner vs. direct leads
Revenue Reporting
Built-in reports that show partnership performance within your CRM dashboard.
Partnership Revenue Report
Top Performing Partners
Simple Setup Process
Get your CRM integration up and running in minutes
Connect Your CRM
Authorize the connection with your existing CRM system using OAuth authentication.
Configure Field Mapping
Map partner data to your CRM fields or let us create new custom fields automatically.
Start Tracking
All new partner referrals will automatically flow into your CRM with full attribution data.
Why CRM Integration Matters
The benefits of seamless partnership tracking
Attribution Accuracy
Never lose track of partner attribution again
Manual Data Entry
Eliminate manual attribution tracking
Data Sync
Instant updates between systems
Sales Efficiency
Faster deal processing and follow-up
Technical Integration Details
Built for security, performance, and reliability
Security & Compliance
- • OAuth 2.0 authentication
- • SOC 2 Type II compliance
- • GDPR and CCPA compliant
- • Data encryption in transit and at rest
- • Regular security audits
- • Role-based access controls
Performance & Reliability
- • 99.9% uptime SLA
- • Real-time data synchronization
- • API rate limit management
- • Automatic retry mechanisms
- • Error handling and logging
- • 24/7 monitoring and alerts
Ready to Connect Your CRM?
See how seamless partnership tracking can transform your sales process