Integrations
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Connect Unifyr to the tools your channel already runs on.
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CRM integrations
Channel-sourced pipeline belongs in the CRM your team already runs.
Connect Unifyr to Salesforce, HubSpot, Dynamics 365, SAP Sales Cloud, and the other CRMs your channel team relies on. Partner deals, accounts, and contacts flow in both directions, so partner-sourced revenue shows up alongside direct revenue with attribution and tier preserved.
Without a CRM integration, channel teams reconcile deal-reg spreadsheets against the system of record. That is where partner attribution gets lost and forecasts miss indirect pipeline. Unifyr writes the partner side of every record straight into the CRM your reps already use.
- Deal registration: Partner-submitted deals flow into the CRM with partner attribution and tier.
- Lead distribution: Marketing leads route to the right partner by territory, tier, and certification.
- Co-selling: Internal account owner and partner rep collaborate on the same opportunity.
- Partner account 360: Company, contacts, deals, MDF and training in one unified CRM view.
- Channel forecasting: Indirect pipeline rolls up into CRM dashboards next to direct business.
- Salesforce Sales Cloud
Accounts, contacts, opportunities, and deal-reg sync both ways
Vendor Partner - Dynamics 365 Sales
Deal-reg, partner accounts, and MDF events in Microsoft's CRM
Vendor Partner - HubSpot CRM
Deals, tickets, and contacts sync both ways with HubSpot
Vendor Partner - SAP Sales Cloud
Partner deals, accounts, and territories sync with SAP's CRM
Vendor - Oracle CX Sales
Channel pipeline in Oracle CX with partner attribution
Vendor - Pipedrive
Partner-sourced deals and contacts in Pipedrive
Vendor - Zoho CRM
Partner deals, accounts, and activities sync with Zoho
Vendor - S SugarCRM
Bidirectional sync of partner deals, accounts, and forecasts
Vendor - Custom connector (MCP)
Plug any service into Unifyr via Model Context Protocol. Coming soon for partners.
Vendor Partner - Custom connector (API)
Build your own connector via Unifyr's REST API and webhooks
Vendor Partner
ERP integrations
Partner orders, pricing, and rebates move through the finance system of record.
Connect Unifyr to SAP S/4HANA, NetSuite, Microsoft Dynamics 365, Workday, Sage Intacct, Infor CloudSuite, and others. Orders placed by partners post into the ERP, revenue flows back into Unifyr for tier and rebate calculations, and MDF claims settle as AP entries.
Manual reseller orders, side-channel pricing, and rebate spreadsheets are the fastest path to an audit finding. Unifyr gives finance a single traceable chain from partner deal to invoice to payout, using the pricing hierarchy, contract terms, and account master already configured in the ERP.
- Partner ordering: Resellers place orders in the portal; the ERP creates the sales order automatically.
- Channel rebates: ERP revenue feeds the rebate engine so partners see accruals as they accumulate.
- MDF and co-op payouts: Approved MDF claims post as AP entries in the ERP.
- Partner statements: Invoices, credits, and payouts appear in the partner portal from the ERP.
- Product and pricing master: SKUs, price lists, and partner terms sync from ERP to Unifyr for quoting.
- SAP S/4HANA
Partner orders post to S/4HANA; ERP revenue drives rebates
Vendor - Oracle Fusion Cloud ERP
Partner ordering, tier pricing, and rebates in Oracle ERP
Vendor - Dynamics 365 Finance
Partner orders as sales orders; MDF claims as AP entries
Vendor - I Infor CloudSuite
Industry-specific ERP for reseller orders and pricing
Vendor - Sage Intacct
Partner orders, statements, and MDF payouts in Sage
Vendor - W Workday Financial Management
Partner revenue, rebates, and MDF payouts in Workday
Vendor - IFS IFS Cloud
Service and manufacturing ERP; partner orders via IFS
Vendor - C Centric PLM
PLM data feeds partner catalogs with SKUs and variants
Vendor - Custom connector (MCP)
Plug any service into Unifyr via Model Context Protocol. Coming soon for partners.
Vendor Partner - Custom connector (API)
Build your own connector via Unifyr's REST API and webhooks
Vendor Partner
PIM & DAM integrations
Partners always see the product data and assets you just shipped.
Connect Unifyr to Akeneo, Salsify, Stibo STEP, Centric PXM, Bynder, Aprimo, Adobe Experience Manager, and more. Syncronize latest product information, datasheets, images, and co-brandable templates automatically into the portal each partner logs into.
When product launches ship faster than partner enablement, resellers quote old SKUs and send customers outdated PDFs. Unifyr pulls catalog and creative straight from your PIM and DAM so every partner sees the current assortment, filtered by tier, region, and certification.
- Partner product catalog: An always-current catalog in the partner portal, filtered by tier and region.
- Co-branded marketing kits: The DAM delivers logos, images, and templates for MDF campaigns through Unifyr.
- Deal registration with context: PIM product and configuration data inside the deal-reg form.
- Channel enablement: Product training and sales collateral reference the current PIM and DAM content.
- Localization: Language- and country-specific product data pushed to international partners.
- A Akeneo PIM
Product records, variants, and attributes from Akeneo
Vendor - S Salsify
Product data and commerce content from Salsify
Vendor - Informatica P360
Master product and partner data from Informatica
Vendor - S Stibo STEP
Enterprise MDM and PIM data into partner catalogs
Vendor - Microsoft SharePoint
Partner documents, datasheets, and training from SharePoint
Vendor - OpenText
Enterprise content and DAM assets for partners
Vendor - B Bynder
Brand assets and co-branded templates from Bynder
Vendor - A Acquia DAM
DAM and digital experience assets from Acquia
Vendor - A Aprimo
Marketing assets and campaign materials from Aprimo
Vendor - Adobe Experience Manager Assets
AEM Assets in partner portals with brand controls
Vendor - C Censhare
DAM and PIM from Censhare for DACH markets
Vendor - C Centric PXM
Product experience data from Centric
Vendor - Custom connector (MCP)
Plug any service into Unifyr via Model Context Protocol. Coming soon for partners.
Vendor Partner - Custom connector (API)
Build your own connector via Unifyr's REST API and webhooks
Vendor Partner
Marketing automation integrations
Run through-channel campaigns from the marketing platform your team already uses.
Connect Unifyr to Marketo Engage, HubSpot Marketing Hub, Salesforce Marketing Cloud, Pardot, Oracle Eloqua, Mailchimp, Klaviyo, and Dynamics 365 Customer Insights. Leads route to partners by territory and tier; co-branded campaigns trigger from your existing journeys.
Channel marketing teams end up running two disconnected motions: demand gen for the internal team, and partner marketing on email and Google Slides. Unifyr unifies both under one attribution chain, from MAP campaign to partner to deal to revenue, so MDF spend has an outcome attached.
- Partner lead distribution: MAP-generated MQLs route to partners by territory, tier, and capacity.
- Co-branded campaigns (TCMA): Partners pick a campaign in Unifyr; the MAP runs it under co-branding.
- Partner nurtures: To-partner onboarding, enablement, and re-engagement journeys.
- Event co-marketing: Webinars and field events co-branded with partners, with registrations shared back.
- MDF-driven campaigns: MDF spend tied to specific MAP campaigns, with measurable outcomes.
- Marketo Engage
Partner MQLs from Marketo; co-branded journeys with attribution
Vendor - HubSpot Marketing Hub
Leads and campaigns bridge HubSpot Marketing with attribution
Vendor - Salesforce Marketing Cloud
Through-channel campaigns from Marketing Cloud, co-branded
Vendor - Oracle Eloqua
B2B campaigns and lead distribution via Eloqua
Vendor - Mailchimp
Lead lists, co-branded newsletters, and campaigns in Mailchimp
Vendor - K Klaviyo
E-commerce and D2C campaigns co-branded with partners
Vendor - Dynamics 365 Marketing
Partner leads and co-marketing via Dynamics journeys
Vendor - Custom connector (MCP)
Plug any service into Unifyr via Model Context Protocol. Coming soon for partners.
Vendor Partner - Custom connector (API)
Build your own connector via Unifyr's REST API and webhooks
Vendor Partner
Identity integrations
Authenticate every partner with the IdP your enterprise already trusts.
Connect Unifyr to Entra ID, Okta Workforce Identity, Auth0, Ping Identity, Google Workspace, Keycloak, SAP IAS, or any SAML 2.0, OIDC, or SCIM provider. Partner users sign in through your corporate IdP; lifecycle events flow automatically.
Partner identity is usually the first question from IT: do not make us manage another username database. Unifyr supports the full pattern in both directions. You can authenticate partners against your IdP, or use Unifyr as the IdP for downstream LMS, community, and deal-reg apps.
- Unifyr as service provider: The channel team and federated partners sign in via your corporate IdP (Entra ID, Okta, Ping, Google, Keycloak, SAP IAS).
- Unifyr as identity provider: Downstream apps (LMS, community, deal-reg) authenticate against Unifyr.
- SAML 2.0 SSO: Signed assertions, SP- and IdP-initiated flows, JIT user creation, attribute-based roles.
- SCIM 2.0 lifecycle: Provisioning from the corporate IdP into Unifyr, and from Unifyr into downstream apps.
- OAuth 2.0 and OIDC: Token-based login, API access, and SSO into modern downstream apps.
- Microsoft Entra ID (Azure AD)
Partners sign in via Entra; SCIM handles lifecycle
Vendor Partner - Okta Workforce Identity
Corporate IdP with SSO and SCIM for every partner
Vendor Partner - Auth0
CIAM for partner users with SSO and fine-grained roles
Vendor Partner - P Ping Identity
Enterprise SSO and MFA for partners via Ping
Vendor Partner - Google Cloud Identity
SSO and provisioning for partners on Google Workspace
Vendor Partner - Keycloak
Open-source SSO and identity for partner portals
Vendor Partner - SAP Identity Authentication Service
SAP IAS as the IdP for federated partner access
Vendor Partner - SAML 2.0
Federated SSO with any SAML 2.0 IdP
Vendor Partner - SCIM 2.0
Automated user provisioning and lifecycle
Vendor Partner - OAuth 2.0/OIDC
Token-based auth and API access via OAuth and OIDC
Vendor Partner
Analytics & BI integrations
Channel pipeline sits next to direct pipeline in the dashboards your board already reads.
Connect Unifyr to Power BI, Tableau, Qlik, Looker, Snowflake, Google Analytics 4, Adobe Analytics, and others. Partner activity, pipeline, revenue, MDF spend, and enablement data stream out as governed datasets for your BI stack to consume.
Executives do not want a separate partner report they see once a quarter. They want indirect revenue in the same dashboards that show direct revenue. Unifyr ships the same warehouse-ready data feed whether you are building executive roll-ups, partner scorecards, or ML features for forecasting.
- Channel performance dashboard: Partner-sourced versus partner-influenced pipeline, win rates, and velocity.
- MDF and incentive ROI: MDF spend against partner-sourced revenue, and rebate effectiveness.
- Partner scorecards and QBRs: Automated tier reviews with certifications, pipeline, and revenue.
- Enablement impact: Training and certification completion correlated with partner performance.
- Executive reporting: Direct and indirect revenue in a single C-level dashboard.
- Power BI
Partner pipeline, revenue, and MDF KPIs in Power BI
Vendor - Tableau
Channel performance and partner scorecards in Tableau
Vendor - Qlik Sense
Associative analytics over channel pipeline and activity
Vendor - Looker
Channel data for Looker dashboards and LookML models
Vendor - Snowflake
Channel datasets in Snowflake for warehouse analytics
Vendor Partner - Oracle Analytics Cloud
Partner performance and MDF analytics in Oracle OAC
Vendor - Google Analytics 4
Partner-portal traffic and campaign attribution into GA4
Vendor Partner - Adobe Analytics
Digital analytics over partner and co-branded content
Vendor - Custom connector (MCP)
Plug any service into Unifyr via Model Context Protocol. Coming soon for partners.
Vendor Partner - Custom connector (API)
Build your own connector via Unifyr's REST API and webhooks
Vendor Partner
AI model integrations
Connect to your preferred AI Client for a frictionless AI experience.
Connect Unifyr to OpenAI, Anthropic Claude, Microsoft Copilot / Azure OpenAI, Google Gemini and Vertex AI, Amazon Bedrock, Mistral, or any MCP-compliant endpoint. Your AI integration, your choice.
Every customer has a position on which AI platform it trusts and how its data is processed. Unifyr does not lock you in. As your policies or vendor preferences change, you can swap the underlying AI integration without rebuilding the partner-facing experiences on top.
- Partner copilot: A chat assistant inside the portal that answers product, pricing, and program questions via RAG.
- Deal-reg assistant: Suggests the right product, checks for conflict, and drafts the justification.
- MDF claim review: AI summarizes claims, flags anomalies, drafts responses for channel managers.
- Content studio: Generates co-branded campaigns, social posts, and first-draft emails from approved collateral.
- Enablement on demand: Quiz generation, training summaries, and certification coaching for partners.
- OpenAI
GPT models for partner AI assistants and copilots
Vendor Partner - Claude
Claude for long-context partner support and content
Vendor Partner - Microsoft Copilot
Copilot for Microsoft 365 inside channel workflows
Vendor Partner - Google Gemini
Gemini and Vertex AI for multimodal partner experiences
Vendor Partner - Amazon Bedrock
Bedrock's multi-model platform for partners on AWS
Vendor - Mistral AI
EU-hosted open-weight models with data-residency control
Vendor - Custom connector (MCP)
Plug any service into Unifyr via Model Context Protocol. Coming soon for partners.
Vendor Partner
Communication integrations
Deal-reg, leads, and MDF approvals land in the chat tool your team lives in.
Connect Unifyr to Microsoft Teams, Slack, Google Chat, Zoom, Webex, and Mattermost. Channel events post into the right channels, approvals happen from the message, and co-selling threads include the partner rep and internal account owner in one place.
Asking channel managers to check a portal on top of their daily tools is how response times slip. Unifyr brings deal-reg decisions and MDF approvals into the same Slack or Teams channel your team already collaborates in, so partner-facing SLAs stop being an afterthought. Ask your CSM to check when your preferred integration will be released.
- Deal-reg notifications: A new deal-reg posts a channel message; the approver clicks Approve or Reject in chat.
- Lead hand-off: An MQL routed to a partner triggers an alert into the partner's shared channel with full context.
- Co-selling channels: One shared channel per strategic deal, with the vendor AE, partner rep, and channel manager.
- MDF workflow: Claim, approval, and rejection events post to a finance and channel marketing channel.
- Enablement and updates: Broadcast new products, training, and promos into partner communities.
- Microsoft Teams
Deal-reg, leads, and MDF approvals inside Teams
Vendor Partner - Slack
Channel events, approvals, and co-selling threads in Slack
Vendor Partner - Google Chat
Workspace-native alerts and approvals in Google Chat
Vendor - Zoom
Partner meetings, scheduling, and notifications via Zoom
Vendor - Webex
Enterprise meetings and messaging via Webex
Vendor - Custom connector (MCP)
Plug any service into Unifyr via Model Context Protocol. Coming soon for partners.
Vendor Partner - Custom connector (API)
Build your own connector via Unifyr's REST API and webhooks
Vendor Partner
LMS integrations
Partners train, certify, and unlock new entitlements in a single flow.
Connect Unifyr to Docebo, Cornerstone Learning, SAP SuccessFactors Learning, Workday Learning, Seismic, Highspot, Intellum, and TalentLMS. Courses and certifications assigned through your LMS update partner tier, badges, and deal-reg eligibility automatically.
Training, tier qualification, and deal-reg eligibility usually live in three different systems, which is why certified-to-sell programs fall apart in practice. Unifyr ties LMS completions directly to partner entitlements, so a passed exam unlocks the next level the moment the grade posts.
- Partner onboarding track: New partners get a curated learning path based on tier and role.
- Sales and technical certifications: Passing an exam unlocks a Unifyr badge and new entitlements.
- Tier progression: Course completions and active certifications count toward tier KPIs.
- Certification expiry: Unifyr triggers re-training campaigns and revokes badges when certs expire.
- D Docebo
Partner enrollment, certifications, and tiers via Docebo
Vendor - C Cornerstone Learning
Channel enablement and certifications in Cornerstone
Vendor - SAP SuccessFactors Learning
Partner learning paths and certifications in SAP's LMS
Vendor - W Workday Learning
Channel training and certifications with Workday HCM
Vendor - S Seismic
Sales enablement content and training via Seismic
Vendor - H Highspot
Co-branded sales plays and enablement content via Highspot
Vendor - I Intellum
Partner enablement with tier-aware learning paths
Vendor - T TalentLMS
SMB-friendly LMS for partner onboarding and certifications
Vendor - Custom connector (MCP)
Plug any service into Unifyr via Model Context Protocol. Coming soon for partners.
Vendor Partner - Custom connector (API)
Build your own connector via Unifyr's REST API and webhooks
Vendor Partner