Channeltivity’s Deal Registration integration with HubSpot makes it easy to get your Partners’ registered Deals from Channeltivity into your HubSpot CRM. The integration can be explained in two steps:
- Once a Partner submits a new Deal Registration, Channeltivity creates a copy of the registered Deal in HubSpot. This can be configured to happen automatically or on a manual basis.
Automatic- Every new Deal created in Channeltivity is automatically pushed into HubSpot.
Manual – Internal Users initiate the sync of a Deal Registration by clicking the HubSpot button on the Deal > Sync Now.
- Whenever the registered Deal is updated within Channeltivity, changes are reflected in HubSpot as well.
Deal Details Page - HubSpot Menu