Works with all popular CRM systems

PartnerTap works ‘out of the box’ with Salesforce, Dynamics, HubSpot,, SharpSpring, Oracle and SAP. 

CRM integration Graphic

Pre-integrated with popular CRM applications

PartnerTap is enterprise approved because we take security seriously and have already done the hard work of integrating directly with the enterprise CRM and technology products that businesses use every day. Our Partner Ecosystem Platform makes it easy to connect partners using different CRM systems and gives each side full control over what data is shared.

How PartnerTap syncs with your CRM system

We make it so easy to connect with your CRM and identify account owners on shared accounts that some companies use PartnerTap to connect their internal sales teams that are stuck in different CRM apps.
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1. Single sign on with CRM

PartnerTap offers single sign-on for Salesforce and Hubspot users. All channel users and sales reps need to do is login with their CRM login and PartnerTap will automatically sync your accounts.

2. See partners inside Salesforce

We’ve taken our integration with Salesforce one step further and let Salesforce users see their matched partners on each account and opportunity right inside Salesforce.

3. Real-time account mapping

When you and your partner(s) both connect your CRMs with PartnerTap you’ll have always-up-to-date and real time access to your mutual mapped accounts and current account owners on each account.

4. All chat conversations saved to both CRMs

Your partner sales reps will share the scoop on accounts over chat much more freely than they do through official work emails. But don’t worry – we capture all of the chat conversations and post them automatically into activity records in both partners’ CRM system so future account owners can get up to speed quickly.

PartnerTap is a Partner Ecosystem Platform that helps both channel and sales teams share information so you can identify opportunities to grow revenue with each partner. Seamless integration with your CRM helps you get started quickly and keeps data seamlessly updated once you’re up and running.

  • Single sign-on means your channel and sales users can just login to PartnerTap with their existing CRM system username and password
  • Machine learning algorithms map accounts across partners even when account names are slightly different
  • Always-up-to-date partner mapping when your partners connect directly with your teams via PartnerTap, even during territory changes
  • Identify new accounts that aren’t yet in your CRM account that you can add and assign to your sales reps
  • Empower channel managers to scale with powerful Channel Insights
  • Empower your sales team to co-sell and share insights with partners on shared accounts
  • Bonus Tip: if you have sales reps on different CRM systems you can use PartnerTap to connect your various sales teams on their shared accounts so you can cross-selling all your products and services more effectively.

“Imagine how many trade shows our GSMs [sales reps] would need to attend in order to build such a large and successful network in that time!”

George Gadebusch

VP of Technology and Product Sales

PartnerTap Makes Companies More Money – Every Day


more partner
sales opportunity


deal sourced and closed
with PartnerTap


account mapping

We saw an ROI in the first quarter using PartnerTap. We closed two new customers and accelerated the sales cycle on numerous other prospective accounts.

– George Gadebusch, VP Technology & Product Sales, World Travel, Inc.

PartnerTap Ecosystem Sales Platform

Secure partner platform helps channel and sales teams drive more revenue from each partnership

Account Mapping

Instantly map millions of accounts to identify your mutual overlap with each partner

Sharing Controls

Control what data you share on a partner-by-partner basis

Channel Pipeline

Empower channel teams with the data and reports they need to identify new sales opportunities


The real-time data and tools sellers need to sell more with ISV, reseller, and marketplace partners

Ecosystem Analytics

Track all the sales opportunities sourced and accelerated with partners

CRM Integration

PartnerTap is pre-integrated with all the popular CRM applications

Industry Overview

Every B2B products and services company works with partners. PartnerTap helps you grow revenue with your partners.

Financial Services

Extend your reach as a trusted adviser and win more clients


Grow insurance sales with partners


Sell more software with partner insights


Expand your distribution with smarter partnering

Private Equity

Build an acquisition revenue machine


Accelerate co-selling with agents, brokers and sales reps

HR Tech

Co-sell with the leading HR technology sales teams

Professional Services

Extend your sales reach with partners


Win more corporate travel business with partners

Company Overview

We built PartnerTap to help companies drive more revenue with partners. Learn about our story and background.


Learn about our executives and company leaders helping customers drive more revenue


Learn more about our technology and consulting partners


Read our latest blog post or browse the archives for partnering best practices

Contact Info

Need to speak with someone at Partnertap or reach support?


Explore our different editions and options for your teams


Submit a ticket, browse our FAQs, or chat with a support rep


View a list of career paths with PartnerTap