Question 1

What does the EULER HubSpot integration do?

Accepted Answer

EULER connects your partner program to HubSpot and keeps partner, contact, deal, and revenue data in sync in both directions. Partner activity lands on the right HubSpot records, referrals from partners create and update real CRM data, and your team sees partner-sourced pipeline in the same place it manages every other deal.

Question 2

What HubSpot data does EULER sync?

Accepted Answer

EULER syncs the Company, Contact, and Deal objects, plus custom objects if you use a dedicated partner object. From Contacts it reads first name, last name, email, title, and created and modified dates. From Deals it reads amount, pipeline, deal stage, deal name, close date, closed won and closed lost reason, forecast amount, and billing ID and source when available.

Question 3

Can I send partner referrals directly from HubSpot?

Accepted Answer

Yes. EULER installs a HubSpot UI Extension that adds a "Send referral to partner" card to the Company record. Anyone in your portal picks a contact, picks one or more partners, and submits the referral without leaving HubSpot. The card then shows recent referrals, the partner each went to, and the current status.

Question 4

How do I connect HubSpot to EULER?

Accepted Answer

You connect HubSpot through OAuth inside EULER. Go to Integrations in EULER, click Integrate under the HubSpot integration, approve the requested scopes in HubSpot, then map which fields EULER should read and where EULER Forms should write back. To use the referral card, a HubSpot admin adds it from the Card library in Company record customization.

Question 5

Does EULER write data back to HubSpot, or is it read-only?

Accepted Answer

EULER reads and writes. EULER Forms let you choose exactly which object and which fields get updated, so partner submissions create and update real HubSpot records instead of sitting in a separate tool. Write access is what powers referral creation, deal attribution updates, and HubSpot workflows triggered by partner activity.

Question 6

How does EULER track partner-sourced and partner-influenced revenue in HubSpot?

Accepted Answer

EULER attaches partner attribution to the Deal object, so partner-sourced and partner-influenced pipeline live on the same deals your sales team already works. Because attribution sits on the deal record, commission eligibility, partner performance reporting, and revenue dashboards all run off one set of numbers instead of a spreadsheet maintained on the side.

Question 7

Does EULER work with custom objects in HubSpot?

Accepted Answer

Yes. If you model partners with a dedicated custom object, a deal-partner junction object, or a custom attribution structure, EULER reads and writes to it. EULER also reads your HubSpot schemas, so it picks up your existing properties and custom fields without hardcoded mappings or engineering work on your side.

Question 8

How does EULER handle HubSpot associations between partners, contacts, and deals?

Accepted Answer

EULER uses HubSpot's native associated records, the ones in the right-hand panel of the record view. HubSpot has no lookup fields, so EULER never fakes relationships with text fields or dropdowns. If your team currently associates partners through a picklist, that setup needs configuration beyond the standard integration.

Question 9

What HubSpot permissions does EULER need, and is it secure?

Accepted Answer

EULER requests read and write scopes on Companies, Contacts, Deals, and custom objects, plus read access to your CRM schemas. Leads, Users, and Currencies scopes are optional and only used when your workflows need them. EULER is SOC 2 Type II compliant, authenticates through OAuth with no credential sharing, and logs every interaction.

Question 10

Can I run a partner program in HubSpot alone, without a PRM?

Accepted Answer

You can start there, and most teams do. It breaks at the point where partners need their own access. HubSpot has no partner portal, no partner onboarding, no partner-facing deal registration, and no payout logic, so those jobs move into spreadsheets and email. EULER adds that layer on top of HubSpot instead of replacing it, which is why your CRM stays the source of truth for revenue.

Connect HubSpot to Your

Entire Partner Operation.

Make HubSpot Work Harder

For Your Partner Program.

One source of truth

Pipeline with context

Less manual work

Connect your tools.

Keep everything moving.

Meet Your Partner Data Lake

Connect EULER to The ToolsYour Team Already Uses.

Answers for Modern
Partner Teams.