CRM · Pro plan
Partner touchpoints tracked automatically from your HubSpot activity.
Connect your HubSpot CRM to sync deals and contacts. Partner touchpoints are created automatically from HubSpot activity data — emails, meetings, and form submissions become attribution evidence without manual logging.
Real-time
Sync frequency
< 3 min
Setup time
Yes
Auto-touchpoints
Pro+
Required plan
KEY FEATURES
Connect HubSpot in seconds. Standard OAuth flow — no API keys to copy, no developer portal access needed.
HubSpot deals flow into Covant with stage, amount, close date, and associated contacts. Pipeline changes sync automatically.
Emails sent, meetings booked, form submissions, and calls logged in HubSpot automatically create attribution touchpoints in Covant. No manual data entry.
Covant matches HubSpot contacts to partner records using email domain, company name, and custom properties. Partner influence is detected automatically.
Custom properties appear on HubSpot deals: Partner Name, Attribution Model, Commission Status. Your sales team sees partner data in their workflow.
Covant events (attribution calculated, commission approved, deal registered) appear in the HubSpot activity timeline for full context.
HOW DATA FLOWS
SETUP IN 4 STEPS
Click "Connect HubSpot" in Settings → Integrations. Authorize with your HubSpot login — no admin role required.
Covant scans your HubSpot for partner-related contacts and companies. Review the auto-detected partner mapping.
Choose which HubSpot activities should create touchpoints: emails, meetings, calls, form submissions, or all of them.
New HubSpot activity creates touchpoints in real time. Existing deals sync on first connection for historical analysis.
USE CASES
VP OF PARTNERSHIPS
Sarah's team uses HubSpot for everything. Partners send introductions via email — those emails automatically become touchpoints in Covant, building the attribution case without anyone logging anything manually.
PARTNER MANAGER
When a partner books a meeting with a prospect through HubSpot's meeting tool, that touchpoint is captured automatically. The partner manager sees real engagement data, not self-reported activity.
SALES LEADER
The CRO wants to know which deals had partner involvement. HubSpot deal properties show partner attribution inline — no separate dashboard login needed for the sales team.
FAQ
Starter, Professional, and Enterprise for Marketing, Sales, and Service hubs. Free HubSpot CRM is supported with limited activity sync.
Covant matches contacts by email domain against known partner domains, company name matching, and optional custom properties you define. You can always manually link contacts to partners.
No. Covant uses HubSpot's webhook subscriptions for real-time events and batch API for historical sync. Zero impact on HubSpot performance.
Yes. During setup, select which HubSpot deal pipelines should sync to Covant. You can include or exclude specific pipelines at any time.
OTHER INTEGRATIONS