If your business works with resellers, affiliates, or channel partners, you already know the challenge:
Without a structured system, partner pipelines can become chaotic quickly.
With HubSpot, you can build a dedicated pipeline that helps you manage partner-sourced leads, track performance, and stay accountable.
Here’s how to do it.
Inside HubSpot, create a new deal pipeline called “Partner Sales” or “Channel Pipeline.”
Example stages:
This keeps partner deals separate from direct sales, with their reporting and rules.
Add custom properties like:
You can also use forms or shared deal intake links to let partners submit leads directly into your CRM.
Once a deal is created:
This keeps everything transparent and responsive.
Use HubSpot’s timeline to:
This ensures that handoffs are smooth and no leads go cold due to miscommunication.
Create reports for:
This makes your partner program data-driven, not just relationship-driven.
Managing partners at scale isn’t just about referrals; it’s about systems. With a structured partner pipeline in HubSpot, you’ll: