United Robotics Group
Integration of Allbound with HubSpot
United Robotics Group planned to expand its partner network in the U.S., accommodating various partner types: referral partners, implementation partners, and resellers, who could act as wholesalers or on-demand resellers. The objective was to provide partners with a dedicated partner portal while ensuring that URG employees continued to work within the HubSpot account.
Special emphasis was placed on integrating partner activities into group-wide reporting to enable comprehensive monitoring of results. WPWA Digital was tasked with developing a seamless integration concept between Allbound, a specialized partner management tool, and HubSpot to ensure efficient and smooth data flow. This was to serve as the database for calculating partner commissions.
The integration had to meet the complex requirements of a partner network that included different partner types and workflows. A key aspect was the bidirectional real-time data exchange between HubSpot and Allbound to keep all relevant information on partners, leads, and sales progress synchronized and up to date in both platforms. Additionally, it was crucial to ensure that partner-generated deals were automatically transferred to the HubSpot CRM, where they could be tracked throughout the sales process.
WPWA Digital configured a custom interface that seamlessly connects HubSpot and Allbound. When a new partner request is created via the website, forms, or email, an entry is automatically generated in the partnership pipeline in HubSpot. After a partner contract is finalized, the partner is officially registered and gains access to the Allbound portal.
New deals registered by partners in Allbound are automatically transferred to HubSpot. The source of the deal (e.g., referral, reseller deal, or direct contact) is accurately labeled in both systems. Depending on the source, the deal is organized into specific pipelines in both HubSpot and Allbound, ensuring structured and efficient sales activities. Partner activities are directly integrated into group-wide reporting in HubSpot through bidirectional synchronization, providing URG with a centralized overview of partnership success.
WPWA Digital delivered the following services:
- Consulting on RevOps processes and partner management design
- Development of a tailored integration concept for HubSpot and Allbound
- Configuration of a bidirectional custom interface
- Structuring, implementation, and optimization of partner workflows
- Integration of partner data into group-wide reporting
„Through the integration of Allbound into HubSpot, URG has established an efficient and powerful system for managing its partner network. Partners can operate independently through the Allbound portal, while internal teams in HubSpot have real-time access to accurate data. This improved collaboration, increased efficiency, and ensured transparency throughout the lead and sales process. “
