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Easily connect Unifyr to your stack

Plug Unifyr into your existing ecosystem. Modern MCP technology, native connectors and an integration layer keep partner data flowing from day one.

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Integrations for vendors

Suppliers, manufacturers, brands, and providers

Integrations

Configure a connection to your existing CRM, ERP, SSO and BI tools. Synchronize your tech stack with Unifyr without writing a single line of code.

CRM · ERP · SSO · BI
  • CRM
  • ERP & Finance
  • Marketing
  • PIM & DAM
  • SSO & Identity
  • BI & Analytics
Browse integrations →

Agentic AI & MCP

Connect Unifyr natively to Claude, ChatGPT or Microsoft Copilot, and use all your partner platform data directly inside your AI assistant. Available as a preview release.

LLMs · AI frameworks
  • ChatGPT
  • Claude
  • Gemini
  • Copilot

REST API

Full programmatic access to the Unifyr platform. Build custom integrations, automate at scale, and extend your partner program.

Custom integrations

Acme Security Systems

A global manufacturer of security camera equipment, selling through a comprehensive partner network.

PRM & channel marketing
  • ResellerNorthwind Integration
    • Region: North America
    • Deal registration
    • Price lists and quoting
    • Co-branded campaigns
    • Sales enablement content
  • Referral partnerHarbor Point Advisory
    • Region: EMEA
    • Lead submission
    • Referral commission tracking
    • Co-marketing assets
    • Pipeline visibility
  • Managed service providerCalder Managed Services
    • Region: Global
    • Training and certification
    • Technical documentation
    • Multi-tenant deal registration
    • Quarterly business reviews
Learn more about our platform

Integrations

Your partners connect their CRM, collaboration and e-commerce tools to your portal, so they can easily maintain the data you need.

CRM · E-commerce · CollaborationBrowse integrations →

MCP

Your partners will be able to connect the partner portal natively to Claude, ChatGPT or Microsoft Copilot and manage all their data from their preferred LLM client. Coming soon.

Claude · ChatGPT · Copilot
  • ChatGPT
  • Claude
  • Gemini
  • Copilot

REST API

Full programmatic access to your partner-facing portal. Automate deal submissions, sync data and much more.

Custom integrations

Integrations for partners

Resellers, distributors, MSPs, agents, and affiliates

Explore our capabilities

Connect through MCP, REST APIs or 69 systems across every major category.

69 of 69 shown

CRM

Partner-sourced pipeline sitting beside direct pipeline, with accounts, contacts and registered deals syncing both ways.

  • HubSpot CRMDeals, tickets, and contacts sync both ways with HubSpotVendorPartnerFirst-party connector
  • Salesforce Sales CloudAccounts, contacts, opportunities, and deal-reg sync both waysVendorPartnerFirst-party connector
  • Dynamics 365 SalesMicrosoftDeal-reg, partner accounts, and MDF events in Microsoft's CRMVendorPartner
  • Oracle CX SalesChannel pipeline in Oracle CX with partner attributionVendor
  • PipedrivePartner-sourced deals and contacts in PipedriveVendor
  • SAP Sales CloudPartner deals, accounts, and territories sync with SAP's CRMVendor
  • SugarCRMBidirectional sync of partner deals, accounts, and forecastsVendor
  • Zoho CRMPartner deals, accounts, and activities sync with ZohoVendor

ERP

Where a partner order can become an invoice, an MDF claim a payment, and a rebate a calculation somebody trusts.

  • Centric PLMCentric SoftwarePLM data feeds partner catalogs with SKUs and variantsVendor
  • Dynamics 365 FinanceMicrosoftPartner orders as sales orders; MDF claims as AP entriesVendor
  • IFS CloudService and manufacturing ERP; partner orders via IFSVendor
  • Infor CloudSuiteIndustry-specific ERP for reseller orders and pricingVendor
  • Oracle Fusion Cloud ERPPartner ordering, tier pricing, and rebates in Oracle ERPVendor
  • SAP S/4HANAPartner orders post to S/4HANA; ERP revenue drives rebatesVendor
  • Sage IntacctPartner orders, statements, and MDF payouts in SageVendor
  • Workday Financial ManagementPartner revenue, rebates, and MDF payouts in WorkdayVendor

PIM & DAM

Product records and brand assets read from the systems that own them, so nobody maintains a second copy.

  • Acquia DAMDAM and digital experience assets from AcquiaVendor
  • Adobe Experience Manager AssetsAEM Assets in partner portals with brand controlsVendor
  • Akeneo PIMProduct records, variants, and attributes from AkeneoVendor
  • AprimoMarketing assets and campaign materials from AprimoVendor
  • BynderBrand assets and co-branded templates from BynderVendor
  • CenshareDAM and PIM from Censhare for DACH marketsVendor
  • Centric PXMCentric SoftwareProduct experience data from CentricVendor
  • Informatica P360Master product and partner data from InformaticaVendor
  • Microsoft SharePointPartner documents, datasheets, and training from SharePointVendor
  • OpenTextEnterprise content and DAM assets for partnersVendor
  • SalsifyProduct data and commerce content from SalsifyVendor
  • Stibo STEPStibo SystemsEnterprise MDM and PIM data into partner catalogsVendor

Marketing automation

Through-channel campaigns, and leads that arrive carrying the territory and tier data needed to route them.

  • Dynamics 365 MarketingMicrosoftPartner leads and co-marketing via Dynamics journeysVendor
  • HubSpot Marketing HubLeads and campaigns bridge HubSpot Marketing with attributionVendor
  • KlaviyoE-commerce and D2C campaigns co-branded with partnersVendor
  • MailchimpIntuitLead lists, co-branded newsletters, and campaigns in MailchimpVendor
  • Marketo EngageAdobePartner MQLs from Marketo; co-branded journeys with attributionVendor
  • Oracle EloquaB2B campaigns and lead distribution via EloquaVendor
  • Salesforce Marketing CloudThrough-channel campaigns from Marketing Cloud, co-brandedVendor

Identity

Sign-in for your own team and for your partner users, configured separately for each side and running on your own Auth0 tenant.

  • Auth0OktaCIAM for partner users with SSO and fine-grained rolesVendorPartner
  • Google Cloud IdentitySSO and provisioning for partners on Google WorkspaceVendorPartner
  • KeycloakRed HatOpen-source SSO and identity for partner portalsVendorPartner
  • Microsoft Entra ID (Azure AD)Partner users sign in with their Entra accountVendorPartner
  • Okta Workforce IdentityCorporate identity provider for every partner userVendorPartner
  • Ping IdentityEnterprise SSO and MFA for partners via PingVendorPartner
  • SAP Identity Authentication ServiceSAP IAS as the IdP for federated partner accessVendorPartner

Analytics & BI

Channel metrics in the warehouse and in the dashboards your executives already read.

  • Adobe AnalyticsDigital analytics over partner and co-branded contentVendor
  • Google Analytics 4Partner-portal traffic and campaign attribution into GA4VendorPartner
  • LookerGoogleChannel data for Looker dashboards and LookML modelsVendor
  • Oracle Analytics CloudPartner performance and MDF analytics in Oracle OACVendor
  • Power BIMicrosoftPartner pipeline, revenue, and MDF KPIs in Power BIVendor
  • Qlik SenseAssociative analytics over channel pipeline and activityVendor
  • SnowflakeChannel datasets in Snowflake for warehouse analyticsVendorPartner
  • TableauSalesforceChannel performance and partner scorecards in TableauVendor

LLM Clients

The assistants your team already has open, reading the partner record within the operator's permissions.

  • Amazon BedrockAWSBedrock's multi-model platform for partners on AWSVendor
  • ClaudeAnthropicClaude for long-context partner support and contentVendorPartner
  • Google GeminiGemini and Vertex AI for multimodal partner experiencesVendorPartner
  • Microsoft CopilotCopilot for Microsoft 365 inside channel workflowsVendorPartner
  • Mistral AIEU-hosted open-weight models with data-residency controlVendor
  • OpenAIGPT models for partner AI assistants and copilotsVendorPartner

Communication

Approvals and alerts delivered into the channel your approvers already watch.

  • Google ChatWorkspace-native alerts and approvals in Google ChatVendor
  • Microsoft TeamsDeal-reg, leads, and MDF approvals inside TeamsVendorPartner
  • SlackSalesforceChannel events, approvals, and co-selling threads in SlackVendorPartner
  • WebexCiscoEnterprise meetings and messaging via WebexVendor
  • ZoomPartner meetings, scheduling, and notifications via ZoomVendor

LMS

Partner training and certification, with completion records feeding tier eligibility and content entitlements.

  • Cornerstone LearningChannel enablement and certifications in CornerstoneVendor
  • DoceboPartner enrollment, certifications, and tiers via DoceboVendor
  • HighspotCo-branded sales plays and enablement content via HighspotVendor
  • IntellumPartner enablement with tier-aware learning pathsVendor
  • SAP SuccessFactors LearningPartner learning paths and certifications in SAP's LMSVendor
  • SeismicSales enablement content and training via SeismicVendor
  • TalentLMSEpignosisSMB-friendly LMS for partner onboarding and certificationsVendor
  • Workday LearningChannel training and certifications with Workday HCMVendor

Why a partner integration has two owners

A partner integration has two owners. Your CRM holds the account and the opportunity, this system holds the partner who brought it, and both are edited by people who believe their copy is the current one. Connecting them is the easy part; deciding per field which side wins is the work.

That is what the field mapping above is for, and it is settled once at setup rather than argued about after a quarter closes.

A system missing from the list can still reach Unifyr

Which CRMs are supported?
Salesforce and HubSpot have first-party connectors with object and field mapping. Other systems reach Unifyr through the iPaaS layer, which is usually a configuration exercise rather than a development one.
Do you have a connector for every system on that list?
No. Two of the sixty-nine have first-party connectors, and their tiles are marked; the rest reach Unifyr through the iPaaS layer. See the catalogue.
What syncs to the CRM?
Registered deals and their approval state, so partner-sourced pipeline appears in the same forecast as direct without your sellers learning a second system. See deal registration.
How is the Salesforce connector different from the HubSpot one?
Only in the records they model: Salesforce has accounts, contacts and opportunities, HubSpot has contacts, deals and tickets. The field mapping behaves the same in both, and it is where you decide which side owns each field. Neither vendor's marketing product is included; Marketing Cloud and Marketing Hub reach Unifyr through the iPaaS layer.
How are conflicts between systems resolved?
By the field mapping, decided at setup. Each field names an authoritative side, so a disagreement has a defined answer rather than depending on which system wrote last.
What if the system we use is not on the list?
The iPaaS layer covers most of what is missing, usually as a configuration exercise. Custom objects hold the requests and approvals your program runs on, so those sit on the partner record whatever the surrounding stack looks like.
Do partner users get single sign-on?
Yes. Single sign-on is configured separately for the partner portal and for the admin console, each with its own client identifier, and the identity provider is Auth0 on a tenant you own and supply.
Can we connect an AI assistant?
Yes, over MCP. The endpoint is https://mcp.unifyr.ai/mcp and sign-in happens in the browser rather than with a pasted key. See Agent Connect.
What about the internal tools we built ourselves?
Custom objects hold the requests and approvals those tools were built for, on the partner record beside the deals and the training, so a process that works does not have to be rebuilt somewhere else.

What else reads the partner record

Bring your field mapping questions

Tell us which systems disagree today and we will show you where that gets decided.

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