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Integrations / Salesforce

Turn your CRM data into partner-sourced revenue

Salesforce is where your sales team lives. Now your partner program lives there too.
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PartnerStack completes the Salesforce workflow

Connect PartnerStack’s partner channel directly to Salesforce so your sales and partnership teams work from the same data — no manual syncing required.

Salesforce keeps your customer and pipeline data in one place
Salesforce tracks every lead, deal and customer interaction across your sales motion, giving your team a single source of truth for revenue.
PartnerStack connects your partner channel to that same data
PartnerStack syncs partner leads, deal registrations and payouts directly into Salesforce, so partner-sourced revenue is tracked alongside every other channel.

Transform your CRM into a full-funnel partnership engine

With the Salesforce + PartnerStack integration, your partner program runs inside the tools your sales team already uses.

Sync partner leads to Salesforce automatically
New partner leads in PartnerStack instantly create new Salesforce leads without manual data entry.
Track deals from registration to closed-won
Partner-submitted deals flow into Salesforce as Accounts, Contacts and Opportunities.
Keep partners informed in real time
Partners get automatic updates when their contacts or deals move through your pipeline.
Automate partner payouts on customer milestones
Reward partners when a referral hits a milestone — triggered directly from Salesforce data.
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"
PartnerStack helps achieve our goals. We hit 125% of our target last year in closed-won, we hit 150% of our target in pipeline generation — deals are about 30–40% larger when they’re through partners."
Salvatore Salpietro
CCO
Fundraise Up
See how Fundraise Up scaled partner-sourced revenue with PartnerStack ->

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Trusted by 660+ leading B2B companies to grow revenue with partner-sourced pipeline.

All in one platform. All built for B2B. All designed to scale.

See how Salesforce and PartnerStack power your partner channel end to end.

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Frequently asked questions

FAQs for customers

Where do I start the integration?

Navigate to Integrations in your PartnerStack dashboard and select Salesforce. You’ll authenticate using a dedicated Salesforce integration user, so make sure that user has API access and permissions for the objects you want to sync. Your PartnerStack onboarding team will help you build and test your automations before going live.

Does my Salesforce user need special permissions to connect?

Yes. The Salesforce user you authenticate with must have API access enabled and permission to access the specific objects, such as Leads, Contacts, Accounts and Opportunities, that you want PartnerStack to interact with. It’s best practice to set up a dedicated integration user for this.

Which Salesforce objects does PartnerStack sync with?

PartnerStack can sync with Leads, Contacts, Accounts and Opportunities in Salesforce. Common automations include creating Salesforce Leads for new partner referrals, creating Contacts when a partner joins your program, and creating Accounts and Opportunities for partner-submitted deals.

Can I test the integration in a Salesforce sandbox before going live?

Yes. You can connect PartnerStack to a Salesforce sandbox environment to build and test your automations. When you’re ready to launch, you can switch the connection to your production instance; just make sure your field configurations match across the two environments.

What data flows from PartnerStack into Salesforce?

Partner-driven leads, deal registrations and customer milestones can all be synced from PartnerStack into Salesforce. This gives your sales team full visibility into the partner-sourced pipeline alongside every other revenue channel, without the need to log in to PartnerStack separately.

Can PartnerStack automatically pay partners based on data in Salesforce?

Yes. You can set up triggers in PartnerStack that fire when a referral reaches a specific milestone in Salesforce, such as a deal closing or a customer reaching a revenue threshold. When that trigger fires, PartnerStack automatically calculates and queues the partner payout based on your reward rules.

Is my Salesforce data secure when connected to PartnerStack?

Yes. PartnerStack is SOC 2 Type 2 compliant across all five trust services criteria: security, availability, processing integrity, confidentiality and privacy. Any data that flows between Salesforce and PartnerStack is transmitted and stored securely, and you control exactly which objects and fields are synced.

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