Your CRM and partner programs, finally in sync
Partner data lives in Salesforce or HubSpot. Program execution happens in BrandFlex. Without integration, teams duplicate data entry, work from stale records, and lose the closed-loop visibility that drives ROI. BrandFlex's deep CRM sync eliminates the gap.
89% of B2B marketers say brand awareness is their most important goal — but disconnected systems make it impossible to measure what partners actually deliver.
Content Marketing Institute
Purpose-built for the CRMs you run
Not a generic connector. Each integration is built against the native API with object-aware field mapping, identity resolution, and real-time event sync.
Salesforce
- Account & Contact bidirectional sync
- Deal-to-program mapping for co-op attribution
- Activity push: claims, rebates, approvals
- Custom object support (Partner__c, etc.)
- Real-time field updates via platform events
- OAuth 2.0 with encrypted token storage
HubSpot
- Company & Contact bidirectional sync
- Deal mapping with pipeline stage awareness
- Custom object support for partner data
- Activity timeline integration
- Workflow triggers on BrandFlex events
- OAuth 2.0 with encrypted token storage
How the sync works
Connect once, map your fields, set a schedule — BrandFlex handles the rest. Every sync run tracks records processed, created, updated, skipped, and failed at the individual record level.
Connect
OAuth into Salesforce or HubSpot with one click. Tokens stored with AES-256 envelope encryption.
Map
Drag-and-drop field mapping with transforms: rename, format, concatenate, split, lookup.
Resolve
Identity resolution matches records by email, external ID, domain, or composite key.
Sync
Incremental sync with cursor-based change detection. Full backfill available on demand.
Monitor
Per-record sync health, error tracking with targeted retry, and quota monitoring.
Enterprise sync capabilities
Built for the complexity of real partner networks — not toy demos with 50 contacts.
Configurable field mapping
Map any CRM field to any BrandFlex property with transforms. Rename, format dates, concatenate addresses, split names — all without code.
Identity resolution
Match records by email, external ID, domain, or composite keys. Deduplication built in — no phantom duplicates from sync drift.
Conflict resolution
Choose your strategy per mapping: BrandFlex wins, CRM wins, last-write wins, or flag for manual review. No silent overwrites.
Incremental sync
Cursor-based change detection syncs only what changed. Full backfill available on demand for initial loads or recovery.
Real-time event push
When a claim is submitted, a rebate calculated, or an enrollment approved — the update appears in your CRM within seconds.
Per-record error tracking
Every failed record is logged with error type, raw data snapshot, and retry status. Fix the root cause and retry targeted records — not the entire batch.
What syncs where
Bidirectional data flow between your CRM and BrandFlex, with full control over direction, frequency, and conflict handling for each object type.
| CRM Object | BrandFlex Entity | Direction |
|---|---|---|
| Accounts / Companies | Companies | Bidirectional |
| Contacts | Contacts | Bidirectional |
| Deals / Opportunities | Fund Programs | Inbound |
| Custom Objects | Partner Accounts | Configurable |
| — | Claims & Rebates | Outbound (event push) |
| — | Enrollment Status | Outbound (event push) |
Enterprise-grade security
Your CRM credentials and partner data are protected with the same encryption and audit infrastructure that secures the rest of BrandFlex.
Encrypted credential storage
OAuth tokens stored in the Credentials vault with AES-256-GCM envelope encryption, per-tenant keys, and automatic rotation.
Full audit trail
Every sync run, field mapping change, and connection event is logged to the immutable audit system for SOC 2 compliance.
Scoped API access
Request only the OAuth scopes you need. BrandFlex tracks granted scopes per connection and alerts on quota limits.
Data isolation
Multi-tenant by design. Each organization's CRM connection, mappings, and sync data are fully isolated.
Who uses this
Sales Operations
Keep partner records in CRM current without manual exports or spreadsheet reconciliation.
IT Admin
Configure connections, manage OAuth scopes, and monitor sync health from a single dashboard.
Channel Marketing
See program activity — claims, enrollments, rebates — reflected in CRM for complete partner context.
Revenue Operations
Close the loop between partner programs and pipeline with bidirectional deal-to-program mapping.
Stop duplicating data between systems
See how BrandFlex keeps your CRM and partner programs in sync — with full visibility into every record, every field, and every change.