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WeTransact

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WeTransact

Turn a HubSpot deal into a Microsoft private offer. WeTransact lets your sellers build private offers and submit co-sell referrals to Microsoft from any deal, contact or company — with products, pricing, contract terms and team members pulled straight from your WeTransact tenant. No switching tools, no re-entering data, and no waiting on whoever holds the Partner Center login.
Built by
WeTransact
Installs
10+ installs
Sign in to installRequires WeTransact subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
WeTransact Subscription
Connect plan

Overview

Selling through the Microsoft commercial marketplace means working in two places at once. Your sellers run their pipeline in HubSpot — the customer, the contact, the value, the close date all live on the deal. But the transaction itself happens in Microsoft Partner Center: the private offer that gets the customer a negotiated price, and the co-sell referral that puts the deal in front of Microsoft's own sellers. Nothing connects the two, so the deal and the thing that closes it sit in separate systems.

In practice that makes a small number of people a bottleneck. Partner Center access is usually held by two or three colleagues in ops or alliances. Every private offer becomes a request in someone's queue, and it arrives at the worst possible moment — the customer has just said yes and is waiting on paperwork. Sellers can't self-serve, so momentum leaks while a deal waits its turn.


It also means typing the same information twice. Customer name, country, deal value, currency, contract dates, the buyer's email: all of it already exists in the CRM, and all of it gets re-entered by hand into an offer. A wrong currency, a mistyped subscriber address or a contract term that doesn't match the billing interval means the offer has to be rebuilt — sometimes after the customer has already seen it.


And co-sell referrals quietly don't get submitted. Co-sell is where the Microsoft-side benefits are: seller engagement, marketplace incentives, and a customer able to spend committed Azure budget. But if submitting a referral means a different tool and a fresh form, busy sellers skip it, and the pipeline and incentive credit never materialise.


Connecting WeTransact to HubSpot closes that gap. The people who own the customer relationship can create a compliant private offer or submit a co-sell referral from the record they're already in, using your real product catalogue and pricing rules — without Partner Center access, and without retyping anything the CRM already knows.

Features

Co-Sell Wizard

Co-Sell

The five-step wizard, prefilled from the deal, publishing through WeTransact without leaving HubSpot. Scopes: deals read, contacts read.

Private Offer Wizard

Private Offer Wizard

The seven-step flow starting from the associated company, with a link back to the HubSpot deal. Scopes: deals read, companies read, currencies read (optional).

Deal screenshot

Connected to your WeTransact tenant, read-only in HubSpot

One-click connect, connection check on the card, no writes to HubSpot. Scopes: the three read scopes

App Functionality

Data Source
Sync Direction
In HubSpot
In HubSpot

Co-Sell Deals

Deals

Deals

Private Offers

Deals

Deals

Contacts

Contacts

Contacts

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Connect

Connect HubSpot to the WeTransact Platform

Connect

Connect HubSpot to the WeTransact Platform

* 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: 09/10/2026

More info

Built by
WeTransact
Installs
10+ installs
Categories
Languages this app is available in
English

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