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 (Autotask PSA, ConnectWise, Salesforce). Surface the deals inside Cotillion.
- Vendor portals — write registered deals out to each vendor’s partner portal (AWS Partner Central, Microsoft Partner Center).
Available
| Integration | Family | Status | Guide |
|---|---|---|---|
| Autotask PSA | CRM / PSA | ✅ Available | Setup → |
| AWS Partner Central | Vendor portals | ✅ Available | Setup → |
Coming soon
| Integration | Family | Status |
|---|---|---|
| ConnectWise PSA | CRM / PSA | In Progress |
| Microsoft Partner Center | Vendor portals | Planned |
| Salesforce | CRM / PSA | Planned |
How integrations work
Each integration:
- 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 vendor offers.
- Reads the data shapes the vendor exposes (Opportunities, Companies, Contacts, Quotes, Quote Items, etc).
- Maps them into Cotillion’s canonical schema, which is vendor-agnostic. 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.
- Writes back only the artefacts your registered users explicitly submit — Cotillion never writes silently. Every submission is captured on an immutable audit record that stays consistent even if the upstream CRM record changes later.
Credentials are encrypted at rest with AWS KMS and never logged. See Security → Credentials handling for the full model.
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