Partner Onboarding

Onboard a partner once and both systems know about them. Create the partner in OneLasso with their type, tier and reward plan, and OneLasso writes them into HubSpot as a company with their team as contacts. No one has to re-key the partner org into the CRM.

Deal Registration

When a partner registers a deal, it becomes a real HubSpot deal automatically, with the referral contact linked and a OneLasso key written onto the record. Your reps see partner sourced pipeline in the same place as everything else, instead of in a spreadsheet.

Two Way Deal Stage Sync

Map your HubSpot pipeline stages to OneLasso referral statuses once, in both directions. When a rep moves a deal forward in HubSpot, the partner side updates automatically, so your partnerships team always knows where a deal stands without asking sales.

Add Partners and Referrals from HubSpot

Your reps do not need to leave HubSpot. A OneLasso card on company and deal records lets them add a company as a partner or register a referral in one click, and the record is created in OneLasso straight away.