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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.
View all 10 CRM integrations ↓

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