CRM Connect

CRM Connect links your CRM to AWS Partner Central so your team can co-sell with AWS from one place.

Connect a CRM

From CRM Connect, connect HubSpot or Zoho using OAuth. You're taken to the provider to authorize, then returned to CloudSmart. Once connected, turn on sync to mirror deals. If a connection ever errors or expires, simply reconnect from CRM Connect.

Synced deals

Connected CRMs surface their deals in CloudSmart so you can work them alongside your AWS co-sell pipeline.

Partner Central opportunities

CloudSmart manages AWS Partner Central opportunities directly:

• Create and edit opportunities.
• Export deals to Partner Central to turn a CRM deal into an opportunity.
• Associate Marketplace offers to an opportunity — this is only available once the opportunity is Launched.

Submitting to AWS

Submitting an opportunity to AWS is asynchronous. After you submit, the opportunity enters a processing state while AWS reviews it — it is never instant, so expect it to move through review rather than completing immediately.

Stage moves are forward-only

Opportunity stage transitions are forward-only — you can advance a stage but not move it backward, with Launched as the terminal positive outcome. While an opportunity is Submitted or In review, stage edits are locked until AWS finishes processing.