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Full-Funnel Partner Tracking: A B2B SaaS Playbook for PartnerStack & HubSpot

Your current affiliate program only tracks final sales, creating a massive blind spot. You can't measure or reward partners for generating valuable leads like trial signups or demo requests, limiting your ability to incentivize top-of-funnel growth and scale your performance marketing.

This playbook details how to migrate your program to PartnerStack, a platform purpose-built for the B2B SaaS journey. By integrating PartnerStack with HubSpot, you will create a powerful system to track and reward partners for every critical conversion, from initial trial signups (CPL) to new subscriptions (CPA). All partner-driven leads are automatically created and attributed within HubSpot, giving your sales team complete visibility and a streamlined pipeline.

Expected Outcomes

  • Accurately reward partners for generating qualified leads (CPL) in addition to final sales (CPA).
  • Gain complete visibility into your partner program's impact on the entire sales funnel.
  • Automate the flow of partner-sourced leads and deals directly into your HubSpot sales pipeline.
  • Incentivize top-of-funnel growth and attract partners who excel at lead generation.
  • Achieve precise, end-to-end attribution for all partner marketing efforts.

Core Tools in This Stack

PartnerStack

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PartnerStack is a comprehensive partner relationship management (PRM) platform designed to help businesses build, manage, and scale their entire partner ecosystem, including affiliate, referral, and reseller programs.

Key Features
  • Automated Partner Onboarding & Management
  • Customizable Partner Portal
  • Flexible Commission & Reward Structures
  • Automated Payouts
  • Link, Lead, and Deal Tracking
  • Performance Analytics and Reporting
  • Integration with CRM and Billing Systems (e.g., Salesforce, HubSpot, Stripe)
  • Partner Recruitment & Marketplace
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce

Pricing

Model: Subscription, Custom Pricing

Tier: Mid-range

Ease of Use

Moderate

HubSpot

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HubSpot offers a comprehensive CRM platform with software and support to help businesses grow. Its connected platform includes hubs for marketing, sales, customer service, content management, and operations, designed to scale with your business from free tools to enterprise-level plans.

Key Features
  • Contact & Lead Management
  • Sales Pipeline Management
  • Marketing Automation
  • Customer Service Ticketing
  • Reporting & Analytics Dashboards
  • Content Management System (CMS)
  • Forms & Landing Pages
  • Live Chat & Chatbots
  • Email Tracking & Templates
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness

Pricing

Model: Freemium, Subscription

Tier: Mid-Tier

Ease of Use

Very Easy

The Workflow

graph TD subgraph "PartnerStack for B2B SaaS" direction LR N0["PartnerStack"] N1["HubSpot"] N0 -- "On New Lead/Deal, Creates/Updates Contacts & Creates Associated Deals with Partner Attribution" --> N1 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue;

Integration Logic

  • PartnerSync for HubSpot

    This is a one-way data synchronization from PartnerStack to HubSpot. When a partner submits a new lead or deal through their PartnerStack portal, the integration triggers. It then searches HubSpot for an existing contact based on email address. If a contact exists, it updates the record; if not, it creates a new contact. Subsequently, it creates a new deal associated with that contact. Critical partner information, such as the referring partner's name and unique key, is mapped to custom properties on the HubSpot contact and deal records for clear attribution and reporting.

Unlock Your Full-Funnel Partner Playbook

Learn how to track and reward partners for leads, not just sales, to scale your B2B growth.