PartnerPage

Join a vendor's partner directory with a Get Listed link, an invitation email or an application, and claim your company's listing.

Get listed or claim your profile

Update your partner profile (listing) in a vendor's directory, see which fields are locked, add badges or certifications, and save.

Edit your profile

Accept or decline contact requests (inquiries) from your partner profile, update the project status and leave notes for the directory owner.

Respond to contact requests

How to Optimize Your Service Partner Profile to Get Found by the Right Customers

Within the team settings, control what email notifications you get from your account

Managing Email Settings in PartnerPage

Add a lead webhook under Settings, then Developers, and every new lead on your profiles is pushed to your CRM or automation tool within seconds.

Send new leads to your own tools with a webhook

Show a player, catalog or other widget from another site on your partner profile.

Add an embedded widget to your profile

Set up your listing in a partner directory in a few minutes: get in, complete your profile, submit it and answer contact requests.

Get started as a partner

Your partner profile or listing isn't showing in the directory? What Hidden, Inactive, Searchable and Public mean, and what to do.

Why is my profile hidden?

Tell the directory owner your Get Listed profile (listing) is ready, or send profile changes for approval, with Submit for review.

Submit your profile for review

How to delete or deactivate your partner profile (listing), leave a vendor's directory, remove a teammate or stop contact request emails.

Remove your profile or leave a directory

Can't log in, invitation link not working, no contact request emails, a locked field or changes not showing? Causes and fixes for partners.

Fix login, invitation and locked-field problems

Ali Winberry

Mario Tarabbia

For partners listed in a directory: get listed, edit your profile and answer contact requests.

For partners

Log in

API docs

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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