PartnerPortal.io

Yes we can; we cache your connected CRM's deals (or custom object configuration) for a quick search prior to approving any lead.

Can you prevent Channel Conflict?

This article will walk you through the steps on how to connect your portal to your Slack account.

If you have any questions regarding our Integrations, feel free to check out these artilces!

This article will walk you through the process of integrating your HubSpot account with PartnerPortal.io.

This article will walk you through the steps to enable Reseller Permissions for your partners.

This article will walk you through the steps on how to map any custom fields to HubSpot.

This article will walk you through the steps to map your lead comments to your HubSpot deal.

This article will walk you through the steps to reauthorize your HubSpot connection in your portal.

This article will walk you through the steps to map your partner's data to HubSpot.

This article will walk you through the steps on how to map to multiple HubSpot pipelines based on your lead types.

This guide provides the steps to connect Salesforce.

This article will walk you through the steps to connect your QuickBooks account to your portal.

This article will walk you through the available options for Payouts using our PayPal integration.

This article will walk you through the steps to add a PayPal email to the portal.

Learn more about our Zapier integration, offering users enhanced connectivity and automation capabilities.

This article will walk you through an example of how you can create a lead in your portal using our Zapier integration.

Learn more about our Zapier integration and how we can streamline more workflows for your partners

This article will walk you through the steps to connect your Pipedrive CRM to your portal.

This article will walk you through the steps to map custom fields to your Pipedrive CRM.

This article will walk you through the steps to connect your Zoho CRM to your portal.