PartnerStack Network Connect

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Getting Started with PartnerStack Network Connect

In this article, you’ll learn how to connect your HubSpot Sales Hub to the PartnerStack network to easily onboarding your sales team to the PartnerStack network, and start submitting referrals directly from your HubSpot Sales Hub.

Things to know

Here are some key things you should know about the PartnerStack Network Connect app:

  • Compatible with all HubSpot Sales Hub plans
  • Your organization must have a PartnerStack partner account. If your organization don’t have an account, you can create one during the installation
  • The app can be installed by HubSpot users with “App Marketplace Access”. You do not need these permissions to use the app.
  • You must have Owner or Admin permissions for your PartnerStack Partner account to authenticate with PartnerStack

About PartnerStack Network Connect

You can think of PartnerStack Network Connect as a fast-pass to the PartnerStack Network.

Instead of logging into your portal, selecting a program, and submitting a form, the Network Connect app brings the referrals experience directly to your reps in HubSpot making it simple for your sales reps to co-sell with software vendors in the PartnerStack Network to increase close rates, deal size, and earn commissions.

How to use Network Connect

The Network Connect app fits seamlessly in with your existing sales process. After installing the app, simply authenticate your PartnerStack account, and place the Referral app card in a convenient spot on your HubSpot Deal view to have access to all of your PartnerStack lead forms in HubSpot.

Network Connect app creates the “Referral” app card that displays on your HubSpot Deal detail screen. The App Card displays all of your PartnerStack partnerships to easily submit and track referrals.

Installing PartnerStack Network Connect

The Network Connect app can be installed from your PartnerStack account, or from the HubSpot App Marketplace.

Installing from HubSpot

  1. Login to your HubSpot account

  2. Navigate to the App Marketplace by clicking the 🏠 icon at the top of your dashboard, and select “App Marketplace”

  3. Search for “PartnerStack Network Connect” or click here

  4. Follow the Install flow to authenticate your HubSpot and PartnerStack accounts
    image (9).png

Installing from PartnerStack

  1. Login to your PartnerStack partner account

  2. Navigate to your Team Settings, Integrations, and select “Connect to HubSpot”

  3. Follow the Install flow to authenticate your HubSpot and PartnerStack accounts

    hubspot_auth.gif

Adding the App Card

Once you’ve connected your app, you’ll need to make the “Referrals” app card available to your sales representative.

  1. Navigate to a Deal in HubSpot
  2. Click “Customize Record”
  3. Select the Default view (or the most common view for your team)
  4. Click “Add Card”, in the right or center layout areas
  5. Select “Referrals” under the Apps section.
  6. The card has now been added to the view, but may be hidden at the bottom of the screen. Click and drag the Referrals card to an easily accessible location for your team.
  7. Click “Save and Exit”
  8. Go back to your Deals detail screen to submit your first referral

referral_app.gif

Submitting & Tracking Referrals

All systems are now a go to start passing referrals to your network partnerships.

When you installed the app, every sales representative in HubSpot is automatically added to your PartnerStack account as members, so every sales representative will have individual access to the referrals tab, ensuring their referrals are tracked at a user level.

Submitting a New Referral 

Open a Deal

    1. Open a Deal
    2. Navigate to your Referrals app card, and click “Refer with PartnerStack”
    3. Select the Company you’d like to send the referral to, click Next
    4. Complete the lead or deal form
    5. Click “Send Referral”referal.gif

Tracking referral progress

  1. Open the Deal in HubSpot you referred
  2. Navigate to the Referrals card
  3. View the up-to-date status of your referral or update any required information

Removing the App

You can disconnect your app in HubSpot by navigating to Settings > Integrations > Connected Apps, and uninstalling PartnerStack Network Connect.

You can also remove your authentication by clicking “Uninstall” in PartnerStack under Team Settings > Integrations.

Note that removing the app will not delete any partnerships, users, or leads created through the App. All your data can still be access within your PartnerStack partner account accessible at dash.partnestack.com

Network Connect end-to-end walkthrough

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