Integrations and developer tools

Connected to the systems you already use.

Channel activity reaches your CRM and your books, and your own systems can work with the platform through API keys and webhooks.

Salesforce

Connect through a standard sign-in authorization, test the connection and queue a sync.

Connect through a standard sign-in authorization, test the connection and queue a sync.

Connect through a standard sign-in authorization, test the connection and queue a sync.

Approved MDF payments are sent to QuickBooks as bills, coded to a vendor expense account and mapped to each partner.

Create keys with named scopes, a live or test environment, a rate limit and an expiry date, to use the platform’s API from your own systems.

Deal events can be sent to an endpoint you control, so your automation runs the moment something happens.

Some connections belong to your partners, inside the portal you give them.

Website plugin: Partners embed a lead capture form on their own website. Submissions arrive in their portal as leads they can register.
Social accounts: Partners connect LinkedIn, Facebook Pages and Instagram accounts to share your post templates. Each post carries a tracked link so clicks and leads credit the partner who posted. Social posting is an add-on.
Sending domains: Partners can verify their own sending domain so the emails they send come from their address.
Notifications: Partners have an in-portal notification center for deals, funds and other events.

Connect Salesforce, HubSpot or Microsoft Dynamics through a standard sign-in authorization, test the connection and queue a sync.

Channel activity reaches the systems your sales team already uses.

A QuickBooks connection for MDF payables.

Approved fund payments reach your books without re-keying.

Create keys with named scopes, a live or test environment, a rate limit and an expiry date, to use the platform’s API from your own systems.

The platform fits into your existing stack.

Deal events can be sent to an endpoint you control.

Automation triggered the moment something happens.

Partners have an in-portal notification center for deals, funds and other events.

Partners see what needs their attention without checking email.

Tell us which systems you use and we’ll show you how the platform fits.