PartnerPortal.io
Automatically monitor leads and pay partners with PartnerPortal.io.
Description
The native integration with PartnerPortal.io allows you to register leads in a free PRM using enriched Crossbeam data. This turnkey integration will give you the ability to monitor lead attribution for new and existing partners, and pay your partners when a lead closes.
Key Benefits
Tracking partner influence and partner sourced leads has never been easier. By leveraging Crossbeam data directly within PartnerPortal,io, you can identify high-fit prospects and automatically register new leads (individually or in bulk). Additional features include:
- Permission-based resource center
- Announcements
- Commission mapping into your accounting software
- Automated commissions and payment distribution
The team at PartnerPortal.io offers seamless workflows with the apps you use most, including Salesforce, HubSpot, PayPal, Stripe and QuickBooks Online.
How it Works
After you sign-up for a free or paid plan at PartnerPortal.io, you'll have the ability to login into your Crossbeam account and pull in existing Crossbeam populations. From there, you can review existing open opportunities and partner overlaps while registering new leads on behalf of your partners.
Setup Instructions
Login to PartnerPortal.io and head to the Crossbeam tab!
Categories
Partner Management
PRM
Partner Type
Integrations
Integration Stage
Fully Released
Crossbeam Plan
Connector
Support Email
Released On
2022-07-16
App Version
V1.2
Type of Setup
API
Categories
Partner Management
PRM
Partner Type
Integrations
Integration Stage
Fully Released
Crossbeam Plan
Connector
Support Email
Released On
2022-07-16
App Version
V1.2
Type of Setup
API
