Create Required Deal Properties
Require specific properties to submit a deal so your partners always have all the information you both need
Empower channel partners to register deals that sync to your HubSpot portal, without giving them access to excess information.
Gain visibility into the deals your partners are working to forecast production and attributed revenues with this partner sales tool.
Finding a PRM and CRM that work seamlessly together is difficult—but your channel partners need to register their deals so that you, the company, can accurately forecast order fulfillment, analyze channel success, and plan for business development.
As an extension of your HubSpot CRM, the Partner Deals Portal removes the friction from trying to sync your PRM and your HubSpot CRM. With the Partner Deals Portal, you’re able to effectively manage your channel strategy from your HubSpot portal—without being locked into any one PRM solution.
The Partner Deals Portal does not require your partners to have a HubSpot subscription or be added to your HubSpot account. Give partners access to your Deals Portal only, where they can register and manage their deals without visibility into your entire pipeline. Your partners get access to an easy-to-use deal registration portal, and you have complete visibility into your partners’ deals.
🙅♂️ No more need to jerry-rig connections between your PRM or CRM
🙅🏻♀️ No more need to manually enter Partner Deals into your CRM
🙅 No more sudden or unexpected orders that cannot be fulfilled in the given timeframe
Gain real visibility into your partner's deal pipelines, hold them accountable to their channel sales quotas, and forecast sales to make better business decisions when you install the Partner Deal Portals App to your HubSpot Sales Hub.
The Partner Deals Portal application for HubSpot Sales allows you to add PRM functionality to your HubSpot portal. With the Partner Deals portal, you can:
The Partner Deals Portal allows you, the Company, to have complete control over how deals are registered into your HubSpot portal, while also gaining much-needed insight into your partners’ deals in a way that is easy to set up, easy to use, and highly scalable. Once a partner accesses your Partner Deals Portal, they’ll be able to:
Find general information about using and adding Custom Objects here.
Find general information about using Deals within HubSpot here.
If you already have the Partner Deals Portal app, you can contact our support team from within the app.
For companies on HubSpot Sales Hub Enterprise, you can utilize Custom Objects with your Partner Deals portal. With Custom Objects, you can build your CRM to match with your company, and with the Partner Deals Portal, you can extend that customization to your distribution channel.
Partner Deals Portal can be added to any HubSpot Sales Hub tier.
To use Custom Objects with Partner Deals Portal, you must have a HubSpot Enterprise subscription.
The Partner Deals Portal will have access to your Deals, Contacts, Companies, and Custom Objects.
*Sales Hub Enterprise Users Only
For small teams getting started
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