Sync CRM to Deals

Basic CRM to Deal flow

Lead Sharing enables you as the vendor to share leads or opportunities in your CRM with your partners. These records in your CRM will be created as Deals in PartnerStack which you can then assign to your partners in PartnerStack. For more information, please view this support guide.

Things to know

Here are some key things you should know about Lead Sharing:

  • This feature is supported through PartnerStack Deals. PartnerStack Deals are only available on certain plans.
  • The integration between CRM and PartnerStack will need to be scoped out by an Integration Specialist. Please reach out to your customer success manager or onboarding consultant if you are interested.

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