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.

How to connect to Slack

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

Integrations

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

How to connect HubSpot CRM

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

How to enable Reseller Permissions and Two-Way sync for HubSpot?

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

How to map Custom Fields to HubSpot?

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

How to map Lead comments to HubSpot?

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

How To Reauthorize HubSpot

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

How to Map Partner Data to HubSpot

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

Mapping to Multiple Pipelines Based on Lead Type

HubSpot

This guide provides the steps to connect Salesforce.

How to connect Salesforce

Salesforce

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

Connecting QuickBooks

Accounting

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

How to Setup PayPal Payments

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

How to add a PayPal email?

PayPal

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

Streamline Your Partner Management with the New Zapier Integration for PartnerPortal.io

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

How to Create a Lead in PartnerPortal.io Using Zapier

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

Zapier

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

How to connect to Pipedrive

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

How to Map Custom Fields to Pipedrive

Pipedrive

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

How to connect to Zoho

Zoho

Find answers and get help from Intercom Support and Community Experts

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