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Partner Deals Portal

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App

Partner Deals Portal

HubSpot-native partner portal for deal registration, controlled CRM…

Built by
AppoByte
Installs
100+ installs
Sign in to installRequires Partner Deals Portal subscription
Rising

Rising

Rising partners are gaining traction with customers and showing strong momentum in the HubSpot ecosystem.Learn more

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Partner Deals Portal Subscription
Starter or Professional plans

Overview

Partner Deals Portal is a HubSpot-native partner portal that enables companies to manage deal registration, partner visibility, and channel collaboration directly on top of HubSpot CRM.


Create branded portals where partners can securely register deals, track pipeline progress, access shared resources, and collaborate with your internal team, all without assigning HubSpot seats. Admins control exactly what each partner can see and edit, including object-level, property-level, and pipeline-stage visibility.


All activity syncs bi-directionally in real time with HubSpot, ensuring clean data, accurate forecasting, and full CRM alignment without middleware or duplicate systems.


What You Can Do

Manage Partner Access with Precision

  • Control object, property, and pipeline-stage visibility per partner company

  • Define edit vs. view-only permissions

  • Eliminate the need for external HubSpot seats

Streamline Deal Registration

  • Configurable submission forms

  • Automated approval workflows

  • Real-time stage tracking aligned with HubSpot pipelines

Enable Partners at Scale

  • Portal-specific Knowledge Base

  • Secure file sharing (deal-level and shared resource library)

  • Built-in AI assistant scoped to curated Knowledge Base content

Stay Fully Synced with HubSpot

  • Bi-directional sync for Deals, Contacts, Companies, Tickets, and Custom Objects

  • Real-time updates across both systems

  • No middleware or disconnected PRM layer

Features

Select Deal Properties

HubSpot-Native Bi-Directional Sync

Keep Deals, Contacts, Companies, Tickets, and Custom Objects synchronized in real time. All partner activity reflects directly in HubSpot without manual updates or middleware.

Include documents for your partners to view

Granular Partner Permissions

Control object-level, property-level, and pipeline-stage visibility per partner company. Define exactly what partners can view and edit.

Partners can easily register deals from the portal

Deal Registration

Partners register and track deals through configurable submission forms with approval logic and stage progression aligned to HubSpot pipelines.

Partners can view their existing deals

Partners can view their existing deals

Partners will be able to view and edit their existing deals from within the portal.

Secure File Sharing

Secure File Sharing

Share product specs, one-pagers, sales guides, and deal-specific documents. Files can be distributed as shared resources or attached to individual deals.

Portal-Specific Knowledge Base & AI Assistant

Portal-Specific Knowledge Base & AI Assistant

Each portal includes a branded help center. The built-in AI assistant answers questions using only published Knowledge Base articles within that portal.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Companies

Companies

Companies

Contacts

Contacts

Contacts

Custom Partner Object

CRM Associations

CRM Associations

Deals

Deals

Deals

Tickets

Tickets

Tickets

Reviews

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This app requires one of the following Partner Deals Portal subscription plans.

Starter

$300

/month

For growing partner programs

  • Up to 10 partner accounts

  • HubSpot-native sync

  • Deal registration & approvals

  • Object and property visibility control

  • File sharing (library + deal-level)

  • Portal-specific Knowledge Base

  • AI Knowledge Assistant

Starter

$300

/month

For growing partner programs

  • Up to 10 partner accounts

  • HubSpot-native sync

  • Deal registration & approvals

  • Object and property visibility control

  • File sharing (library + deal-level)

  • Portal-specific Knowledge Base

  • AI Knowledge Assistant

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 03/01/2026

More info

Built by
AppoByte
Installs
100+ installs
Categories
Languages this app is available in
English

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