The Organization Sync integration with Salesforce enables two-way synchronization of Partner and Distributor Organizations and their associated Contacts between Channeltivity and Salesforce. Once activated, creating a new Partner or Distributor Organization (or User/Contact) in Channeltivity will automatically create a linked Account (or Contact) in Salesforce, and vice versa. Updates made in either system are kept in sync to ensure data consistency.


If you're already syncing Partner Organizations and would now like to sync Distributors as well, follow the steps below.


***Please note that Distributors are only included for customers who have purchased the Distributor module.***


 

Step 1: Update the Salesforce Picklist Field


Update the Channeltivity Partner (Organization) Status picklist field in Salesforce to include the following values:

  • Active Distributor
  • Inactive Distributor

 

Step 2: Export Your Distributor Organization List from Channeltivity


Go to the Distributor Management module in Channeltivity and click the ellipsis (⋯) icon > Export to Excel. 


You'll then use the list to update the corresponding Distributor Accounts in Salesforce by:

  • Setting the Sync with Channeltivity checkbox
  • Setting the Channeltivity Partner (Organization) Status field to either Active Distributor or Inactive Distributor. If you don’t plan to sync Inactive Distributors, you may skip those records.



IMPORTANT: Before proceeding to Step 3, ensure all Distributor Accounts in Salesforce are properly categorized by status and the sync flag is set. This prevents duplicate record creation.

 

Step 3: Configure Channeltivity to Sync Distributors


Go to Settings > Salesforce Integration > Organization Sync.

  • Select the “Active Distributors” checkbox to sync Active Distributor Organizations to HubSpot.
  • Optionally check “Inactive Distributors” if you want to sync Inactive Distributor Organizations as well.


Step 4 (Optional): Configure Record Types


If you use different Record Types in Salesforce for Partners and Distributors, toggle the “Specify Record Types” switch to ON. You’ll then define which Record Type should be used for Accounts and Contacts created by Channeltivity.


Step 5: Map Picklist Values


In the Field Mappings section, locate the Type to Channeltivity Partner (Organization) Status field mapping.

  1. Click the caret icon to expand the mapping > Map Picklist Values.
  2. Ensure each Channeltivity value is mapped to the correct corresponding value in Salesforce and click "Done."
  3. You'll then be taken back to the field mappings page, where you'll click > Save to save your mappings. 

 

Step 6: Launch the Organization Matching Wizard


After saving your mappings, you’ll be redirected to the Organization Matching Wizard, which walks you through matching existing Distributor Organizations in Channeltivity to Accounts in Salesforce.

  1. Confirm you've set the sync flag and status on the corresponding Distributor Accounts in Salesforce by selecting the "Okay, I did this. I promise." checkbox.  
  2. Choose which system (Channeltivity or Salesforce) should be the master for the initial sync > Continue.


Step 7: Match Distributor Records


 The wizard will display a list of Distributor Organizations in Channeltivity (left) and suggested matches from Salesforce (right). For each Distributor, you can:

  • Click “Link” to accept the suggested match
  • Use the “Please Select” dropdown to manually link to a different Salesforce Account
  • Click “Create New Account” to generate a new Salesforce record
  • Click “Do Not Sync” to exclude the record from the sync


Once all Distributors have been matched, a confirmation page will appear, and syncing will begin automatically.






Related Support Documentation: