Salesforce

Seamlessly connect Salesforce CRM to PartnerStack

By connecting Salesforce to PartnerStack, you can align your internal sales and customer data with your partnership channel. A PartnerStack and Salesforce integration makes it simple to create highly scalable, and transparent processes between your company and partners.

Common use cases include:

  • Creating Salesforce Leads for new partner leads
  • Creating Salesforce contacts when a new partner joins your program\
  • Informing partners about Contact and Deal updates
  • Rewarding partners when a referral achieves a customer milestone
  • Create an Account, Contact, and opportunity for partner submitted Deals

After authenticating your Salesforce account, view our collection of specific Salesforce guides to achieve your program goals.

Authentication

Guides


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