Overview

Cotillion integrates with the CRM/PSA systems your team already uses, and the partner-program portals your vendors run. Each integration is a separate, optional module: connect only what you need.

Integrations split into two families:

• CRM / PSA – read from the CRM/PSA you already use. Surface the deals inside Cotillion.
• Vendor portals – write registered deals out to each vendor's partner portal.

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How integrations workCopy Anchor Link

Each integration:

1. Authenticates with the third-party system. Cotillion supports OAuth, tenant-issued API credentials, and AWS STS role-assumption. The right method is used automatically depending on what the CRM/PSA or vendor portal offers.
2. Reads the records your CRM/PSA exposes (Opportunities, Companies, Contacts, Quotes, Quote Items, etc).
3. Maps them into Cotillion's standardized, vendor-agnostic format. Companies and contacts get stable identities so renames in your CRM don't break the link to the opportunities that reference them, and a contact appearing on several opportunities is recognised as one person.
4. Writes to a vendor only the deals your users register or link. While such a deal is open at the vendor, Cotillion keeps it in step with your CRM; each vendor page lists exactly which facts travel. Every submission is captured on an immutable audit record that stays consistent even if the upstream CRM record changes later. The one thing an integration creates on its own is its own change-notification registration in your CRM, so updates reach Cotillion as they happen instead of on a timer; it is removed again when you disconnect.

Credentials are encrypted at rest with AWS KMS and never logged. See Security → Credentials handling for the full model.