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.
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.
PIM & DAM integrations
Partners always see the product data and assets you just shipped.
Connect Unifyr to Akeneo, Salsify, Informatica P360, Stibo STEP, Bynder, Aprimo, Adobe Experience Manager, OpenText, and more. Product records, price updates, datasheets, images, and co-brandable templates sync 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.
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.
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.
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.
AI model integrations
Bring your preferred model to every partner-facing 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. Model choice is a configuration, not a rebuild.
Every enterprise has a position on which LLM it trusts and how its data is processed. Unifyr does not lock you into a vendor. As your policies or pricing change, you can swap the underlying model without rebuilding the partner-facing AI 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.
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.
- 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.
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.
- Certify-to-register: The deal-reg form checks LMS certification status before accepting.
- Certification expiry: Unifyr triggers re-training campaigns and revokes badges when certs expire.
All integrations
- Salesforce Sales Cloud
Accounts, contacts, opportunities, and deal-reg sync both ways
CRM - Dynamics 365 Sales
Deal-reg, partner accounts, and MDF events in Microsoft's CRM
CRM - HubSpot CRM
Deals, tickets, and contacts sync both ways with HubSpot
CRM - SAP Sales Cloud
Partner deals, accounts, and territories sync with SAP's CRM
CRM - Oracle CX Sales
Channel pipeline in Oracle CX with partner attribution
CRM - Pipedrive
Partner-sourced deals and contacts in Pipedrive
CRM - Zoho CRM
Partner deals, accounts, and activities sync with Zoho
CRM - SugarCRM
Bidirectional sync of partner deals, accounts, and forecasts
CRM - SAP S/4HANA
Partner orders post to S/4HANA; ERP revenue drives rebates
ERP - Oracle NetSuite
Reseller orders, partner statements, and MDF payouts
ERP - Oracle Fusion Cloud ERP
Partner ordering, tier pricing, and rebates in Oracle ERP
ERP - Dynamics 365 Finance
Partner orders as sales orders; MDF claims as AP entries
ERP - Infor CloudSuite
Industry-specific ERP for reseller orders and pricing
ERP - Sage Intacct
Partner orders, statements, and MDF payouts in Sage
ERP - Workday Financial Management
Partner revenue, rebates, and MDF payouts in Workday
ERP - IFS Cloud
Service and manufacturing ERP; partner orders via IFS
ERP - Centric PLM
PLM data feeds partner catalogs with SKUs and variants
ERP - Akeneo PIM
Product records, variants, and attributes from Akeneo
PIM & DAM - Salsify
Product data and commerce content from Salsify
PIM & DAM - Informatica P360
Master product and partner data from Informatica
PIM & DAM - Stibo STEP
Enterprise MDM and PIM data into partner catalogs
PIM & DAM - Microsoft SharePoint
Partner documents, datasheets, and training from SharePoint
PIM & DAM - OpenText
Enterprise content and DAM assets for partners
PIM & DAM - Bynder
Brand assets and co-branded templates from Bynder
PIM & DAM - Acquia DAM
DAM and digital experience assets from Acquia
PIM & DAM - Aprimo
Marketing assets and campaign materials from Aprimo
PIM & DAM - Adobe Experience Manager Assets
AEM Assets in partner portals with brand controls
PIM & DAM - Censhare
DAM and PIM from Censhare for DACH markets
PIM & DAM - Centric PXM
Product experience data from Centric
PIM & DAM - Marketo Engage
Partner MQLs from Marketo; co-branded journeys with attribution
Marketing automation - HubSpot Marketing Hub
Leads and campaigns bridge HubSpot Marketing with attribution
Marketing automation - Salesforce Marketing Cloud
Through-channel campaigns from Marketing Cloud, co-branded
Marketing automation - Oracle Eloqua
B2B campaigns and lead distribution via Eloqua
Marketing automation - Mailchimp
Lead lists, co-branded newsletters, and campaigns in Mailchimp
Marketing automation - Klaviyo
E-commerce and D2C campaigns co-branded with partners
Marketing automation - Dynamics 365 Marketing
Partner leads and co-marketing via Dynamics journeys
Marketing automation - Microsoft Entra ID (Azure AD)
Partners sign in via Entra; SCIM handles lifecycle
Identity - Okta Workforce Identity
Corporate IdP with SSO and SCIM for every partner
Identity - Auth0
CIAM for partner users with SSO and fine-grained roles
Identity - Ping Identity
Enterprise SSO and MFA for partners via Ping
Identity - Google Cloud Identity
SSO and provisioning for partners on Google Workspace
Identity - Keycloak
Open-source SSO and identity for partner portals
Identity - SAP Identity Authentication Service
SAP IAS as the IdP for federated partner access
Identity - SAML 2.0
Federated SSO with any SAML 2.0 IdP
Identity - SCIM 2.0
Automated user provisioning and lifecycle
Identity - OAuth 2.0/OIDC
Token-based auth and API access via OAuth and OIDC
Identity - Power BI
Partner pipeline, revenue, and MDF KPIs in Power BI
Analytics & BI - Tableau
Channel performance and partner scorecards in Tableau
Analytics & BI - Qlik Sense
Associative analytics over channel pipeline and activity
Analytics & BI - Looker
Channel data for Looker dashboards and LookML models
Analytics & BI - Snowflake
Channel datasets in Snowflake for warehouse analytics
Analytics & BI - Oracle Analytics Cloud
Partner performance and MDF analytics in Oracle OAC
Analytics & BI - Google Analytics 4
Partner-portal traffic and campaign attribution into GA4
Analytics & BI - Adobe Analytics
Digital analytics over partner and co-branded content
Analytics & BI - OpenAI
GPT models for partner AI assistants and copilots
AI models - Claude
Claude for long-context partner support and content
AI models - Microsoft Copilot
Copilot for Microsoft 365 inside channel workflows
AI models - Google Gemini
Gemini and Vertex AI for multimodal partner experiences
AI models - Amazon Bedrock
Bedrock's multi-model platform for partners on AWS
AI models - Mistral AI
EU-hosted open-weight models with data-residency control
AI models - Microsoft Teams
Deal-reg, leads, and MDF approvals inside Teams
Communication - Slack
Channel events, approvals, and co-selling threads in Slack
Communication - Google Chat
Workspace-native alerts and approvals in Google Chat
Communication - Zoom
Partner meetings, scheduling, and notifications via Zoom
Communication - Webex
Enterprise meetings and messaging via Webex
Communication - Mattermost
Self-hosted team messaging with strict data controls
Communication - Docebo
Partner enrollment, certifications, and tiers via Docebo
LMS - Cornerstone Learning
Channel enablement and certifications in Cornerstone
LMS - SAP SuccessFactors Learning
Partner learning paths and certifications in SAP's LMS
LMS - Workday Learning
Channel training and certifications with Workday HCM
LMS - Seismic
Sales enablement content and training via Seismic
LMS - Highspot
Co-branded sales plays and enablement content via Highspot
LMS - Intellum
Partner enablement with tier-aware learning paths
LMS - TalentLMS
SMB-friendly LMS for partner onboarding and certifications
LMS - Custom connector (MCP)
Plug any service into Unifyr via Model Context Protocol
CRMERPPIM & DAM +5 - Custom connector (API)
Build your own via Unifyr's REST API and webhooks
CRMERPPIM & DAM +5