Can I keep using my existing Deal Pipeline in HubSpot with RocketPRM for partner sales?
Yes! You can use your existing pipeline or set up a partner specific pipeline. Totally up to you!
Yes, you can continue to use your existing deal pipeline in HubSpot with RocketPRM. RocketPRM is designed to be a native HubSpot solution, so it works directly within your HubSpot CRM. This means you don't need to use a separate system or external integrations to manage your partner deals.
When a partner registers a lead through their portal, the system checks if the contact already exists in your HubSpot CRM. If it's a new lead, it will create a new contact and automatically associate it with the referral partner in your CRM.
You can also set partner tier/type specific permissions to allow this registration to create deals, in whatever pipeline you choose in your HubSpot CRM. You can also choose which deal stage the new deal is created in.
We'd love to help you map your partner sales operations in HubSpot to configure these settings in the most effective way to satisfy your needs today, and for the future.