Salesforce integration
Bring partner revenue into Salesforce
Connect a production or sandbox org with OAuth and Partner.io syncs approved referrals into Salesforce as leads or opportunities, then listens for changes so status, stage and amount stay current.
What it does. Everything the Salesforce integration handles once it is connected.
- Sync approved referrals to Salesforce as leads or opportunities with partner attribution
- Detect org configuration such as multi-currency, record types and product schedules on connect
- Stage, amount and status changes flow back to Partner.io
- Map custom lead fields to Salesforce fields
- Notes sync in both directions
- Account mapping reads your accounts from Salesforce
Setup
Connect from Integrations with Salesforce OAuth and choose a production or sandbox org.
- Category
- CRM
- Status
- Live
- Included in
- Every plan
Integrations
Every partner action lands where your team already works. The rest of the stack.
All integrations- HubSpotTwo-way lead and deal sync, field mapping and a partner card inside HubSpot records.
- PipedriveTwo-way sync with live webhooks, field mapping and a partner panel inside Pipedrive.
- SalesforceTwo-way lead and opportunity sync for Salesforce, including sandbox orgs.
- SlackDeal and lead alerts in Slack, a slash command to register leads and team invites from your workspace.
- ShopifyFor Shopify app developers: attribute app installs and revenue to the partners who referred them.
- StripeRecord revenue from paid invoices, pay partners through Stripe Connect and let partners create promo codes.
- ClaudeAsk Claude about your partners, leads and tiers, and let it register leads or set up webhooks for you.
- ChatGPTBring your partner data into ChatGPT to answer questions, register leads and manage the program.
