Connecting Impartner PRM
to Hubspot
Impartner & HubSpot Integration
Set Up Instructions
If you’re not an Impartner customer and would like to see how the Impartner + HubSpot integration works, please request a demo.
Step 1
Authorize HubSpot for Impartner
Authenticate to HubSpot from your Impartner PRM instance via the available OAuth or API key options.
Step 2
Create Custom Properties in HubSpot for Impartner Integration
While these 4 properties are not required, having them helps create the optimal data integration conditions.
COMPANY OBJECT
Group = Company information
Label = Impartner ID
Field Type = Number
Group = Company information
Label = Impartner Status
Field Type = Dropdown select
Options = Active, Inactive
COMPANY OBJECT
Group = Contact information
Label = Impartner ID
Field Type = Number
Group = Contact information
Label = Impartner Status
Field Type = Dropdown select
Options = Active, Inactive
Step 3
Reach out to your Impartner Customer Success or Implementation Manager to schedule time to complete your Integration Solution Mapping. During the scheduled time, we will discuss how you recognize partner Companies and Contacts vs customer records and also how you prefer to tag both the customer and partner associated to Deals (deal registrations). CRM integration is part of our standard implementation process.
