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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
Examples
Advanced Usage

Tracking Links with S2S

Introduction to server to server (S2S) tracking
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

Syncing Deals to Salesforce Opportunities

Updated about 1 month ago

Salesforce Authentication