This article provides an overview of Channeltivity’s Organization Sync integration with HubSpot. Please also see the Organization Sync HubSpot Integration Setup instructions.


Channeltivity’s HubSpot Organization Sync integration allows the two-way synchronization of Partner and Distributor Organizations and Contacts between Channeltivity and HubSpot. With Organization Sync activated, creating a new Partner or Distributor  Organization (or User/Contact) in Channeltivity will create a new linked Partner/Distributor Company (or Contact) record in HubSpot and vice versa, while keeping those records synchronized. This ensures that changes made on one side are reflected on the other.


Once a Partner or Distributor Organization is synced with HubSpot, you can use the HubSpot button on the record in Channeltivity to do any of the following: 

  • View Company in HubSpot - takes you to the corresponding record in HubSpot
  • Sync Now - the Organization Sync runs a full sync once every hour, but you can sync individual records any time by clicking "Sync Now" on the record in Channeltivity.  
  • Full Details - view the record's integration status and sync errors. 
  • View Integration Log - view the record's sync history on the Integration Log.
  • Unlink - unlink the record from the corresponding record in Salesforce. Learn more about this topic here. 

Partner Details Page 


The HubSpot Organization Sync integration is included for customers with the HubSpot edition of Channeltivity. Please submit a support ticket if you’re interested in enabling this feature.


FAQs:

 

If a Partner/ Distributor or User/Contact in Channeltivity is deleted, what happens to the corresponding record in HubSpot? 

 If a Partner/Distributor or User/Contact is deleted in Channeltivity, the corresponding Company or Contact in HubSpot is not deleted, but the “Channeltivity Status” field is set to “Active Partner/Distributor (Deleted)” or “Contact (Deleted)”.


How do I change the linked Hubspot record of a Partner/Distributor or User/Contact in Channeltivity? 

Learn more about this topic here. 


Is it possible to configure the Organization Sync to be one-directional, so that data flows from HubSpot to Channeltivity, and any updates to Partner/Distributor data in Channeltivity don't get pushed to HubSpot?

The Organization Sync is strictly bi-directional. You can configure your field mappings and field visibility in Channeltivity to exclude certain data from being synced or edited, respectively, but it's not possible to configure the Organization Sync to be one-directional.


Are the Contacts associated with Partner/Distributor Companies in HubSpot pulled into Channeltivity as Users? 

No. Contacts are pulled into Channeltivity from HubSpot as Contacts, and Contacts do not have access to the portal. If the Contacts belong to an Active Partner/Distributor Organization in Channeltivity, then you can promote the Contacts to Users by going to Partner or Distributor Managment > click on the name of the Partner/Distributor Organization to view more details > Users & Contacts > select the checkboxes next to the Contacts that you want to promote to Users > Promote Contacts to Users button. 

Partner - Users & Contacts Screen 



Does HubSpot have PRM functionality for Partners?

HubSpot's PRM solution hasn't been released, but Channeltivity has multiple bi-directional integrations with HubSpot that meet most channel program needs out of the box.