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.
- Syncing Leads with Salesforce contacts
- Syncing Deals with Salesforce Account, Contact, and Opportunities
Updated over 1 year ago