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Use Partner Clients
Last updated: December 16, 2025
Available with any of the following subscriptions, except where noted:
Partner Clients is a HubSpot CRM object that makes it easier for HubSpot Solutions Partners and HubSpot employees to work together to drive product activation and retention for customers.
You can also use the Partner Client API to integrate Partner Client records with other external applications such as Asana Clickup. Learn more about using the Partner Clients API.
Review Partner Clients
To review your Partner Clients:
- In your HubSpot account, navigate to CRM > Partner Clients.
- In the table, review your Partner Client records.
For customer data privacy protection, when reviewing individual Partner Client records, the Partner Client properties displayed and the available property groups will vary based on the Solution Partner's relationship with each client.
| Available For |
Property Group |
Property Group Description |
| All Partner Clients |
Client Overview |
General information about a Partner Client. |
| All Partner Clients |
Managed Relationship |
Information about a partner's managed relationship with the Partner Client. |
| All Partner Clients |
Sold Relationship |
Information about a partner's sold relationship with the Partner Client. |
| All Partner Clients |
Tier Points |
Information about how a Partner Client is contributing to a partner's tier. |
| All Partner Clients |
HubSpot Team |
Information about the contacts at HubSpot assigned to a Partner Client. |
| Actively Managed Partner Clients |
Product Subscriptions |
Information about a Partner Client's product subscriptions. |
| Actively Managed Partner Clients |
Product Limits |
Information about a Partner Client's product limits. |
| Actively Managed Partner Clients |
Product Usage |
Information about a Partner Client's product usage. |
To measure how much value your customers are receiving from their HubSpot subscriptions, you can consult the Unified Usage Score (UUS). Learn more about the Unified Usage Score on the HubSpot Academy.
Please note: you must be logged into your partner account to view partner-specific HubSpot Academy content.
Use Partner Clients
The Partner Clients object is like other HubSpot CRM objects such as contacts and companies. With this object, you can do the following:
- Edit the Partner Client record.
- Associate the record to other object records like companies.
- View and filter records for segmentation purposes. For example, you could create a view or segment that shows your relationship type with each client and the amount of associated Sold MRR . Learn more about filtering records and creating segments.
- Create custom object properties.
- Use Partner Client properties in workflows. For example, you could create a workflow that will send a notification to the record owner based on the Managed relationship estimated expiration date property.
- Create custom reports. For example, create a report showing the number of services set to expire in the next 90 days. Learn how to create custom single object reports and how to use the custom report builder.
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