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Getting Started

  • What is PartnerStack?
  • Planning your implementation
    • Glossary
    • Object model

Integration Suite

  • Introduction to Workato

Tracking Links with PartnerStackJS

  • Introduction to link tracking
    • Step 1: Install PartnerStackJS
    • Step 2: Track Signup Events
    • Step 3: Testing and Debugging
  • Examples
    • HubSpot Forms
    • HubSpot Forms (iFrame)
    • Marketo Forms
    • Google Tag Manager
  • Advanced Usage

Tracking Links with S2S

  • Introduction to server to server (S2S) tracking
    • Step 1: Getting Click ID
    • Step 2: Create Token to authorize S2S requests
    • Step 3: Tracking conversions
    • Step 4: Where to see this data in PartnerStack
  • Transitioning from Customer API to S2S tracking

Capturing Channel Pipeline

  • Introduction to Leads & Deals
  • Sync Leads to CRM
  • Sync Deals to CRM
  • Push new leads to partners

Guides

  • HubSpot
    • HubSpot Authentication
    • Syncing Leads to HubSpot contacts
  • Salesforce
    • Salesforce Authentication
    • Syncing Deals to Salesforce Opportunities
  • Pipedrive
    • Pipedrive Authentication

API and Webhooks

  • Vendor API
    • Webhooks
    • Vendor API reference
  • Partner API
    • Postbacks
    • Partner API reference

Tracking Payments

  • Introduction to payment webhooks
  • Stripe Payment Tracking
  • Recurly Webhook
  • Chargebee Webhook
  • Chargify Webhook
  • Paddle checkout
  • Testing and Troubleshooting Payment Tracking

Security and Compliance

  • Fraud Monitoring
  • User Authentication (SAML, OAuth)
  • GDPR & CCPA
  • Security & SOC2 Reports

Testing Integrations

  • Introduction to testing
  • Creating Test Partner
  • Referral Link Flow
  • Lead Submission Flow
  • Deal Registration Flow
  • Sending Test Transactions
  • Rewards with Triggers
  • Next Steps

Import

  • Data Importer

Customer Referral Widget

  • Referral iFrame

Object model

High-level model of the core object relationships in Partnerstack

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Guided walkthrough

Updated over 1 year ago


  • Table of Contents
    • Guided walkthrough