Recipe / Portals
Partner and dealer portal in HubSpot.
Partners need to register a deal and see its status. They do not each need a paid Sales seat. This recipe uses a custom object, a form, and a gated page.
The problem
Channel managers collect deal registrations by email. Duplicates appear, credit fights follow, and the partner never sees what happened next.
Where it stops
HubSpot is not a full partner-relationship suite. Commission calculation, complex price books, and a unique login per dealer employee usually need an app or an external portal. This recipe covers registration, ownership, and status.
What you use
- Custom object: Deal registration
- Associations to company and deal
- A form on a membership page
- A workflow that assigns the channel owner and opens a task
Build steps
- 1
Create the registration object
Properties: partner, end customer, product family, estimated value, status. Associate it with the partner company and, once accepted, with a deal.
- 2
Publish one form
Put it on a Content Hub page limited to a partner list. Do not expose the internal deal pipeline on that page.
- 3
Route and reply
Workflow: set status to New, assign the channel manager, and email the partner a received note. A second workflow flips status when the deal stage changes.
- 4
Give partners a status view
A filtered report or a private dashboard embedded on the same page. Show their registrations only.
