PartnerPage

What PII is stored/processed in PartnerPage?

Ali Winberry

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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.

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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.

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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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

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English

Log in to PartnerPage

Get started with PartnerPage

How PartnerPage works

Features available on request

Get started

Get listed or claim your profile

Edit your profile

Respond to contact requests

Make your profile stand out

Send new leads to your own tools with a webhook

Add an embedded widget to your profile

Get started as a partner

Why is my profile hidden?

Submit your profile for review

Remove your profile or leave a directory

Fix login, invitation and locked-field problems

Register a deal

Reply to reviews

Set up your calendar and booking links

Complete trainings in Learning

For partners

Use your own domain for your directory

Create a directory

Choose how partners are sorted

Directory settings in Configuration

Show your directory in other languages

Set up search filters

Group and rank partners with tiers

Create and assign badges

Embed your directory on your website

Map filter options automatically

Highlight partners with callouts

Show certifications and verifications

Give your team an internal directory

How search engines index your directory

How visitors find partners in your directory

Set up your directory

How to Set Up a Reverse Proxy to PartnerPage with Amazon CloudFront

How to Set Up a Reverse Proxy to PartnerPage on Vercel

How to Set Up a Reverse Proxy to PartnerPage with NGINX

How to Set Up a Reverse Proxy to PartnerPage with Cloudflare Workers

How to Set Up a Reverse Proxy to PartnerPage on Netlify

Reverse proxy setup

Change page layouts and sections

Add custom CSS and scripts

Customize your forms

Brand your directory

How to Set Up a Cookie Consent Banner on Your Partner Directory with OneTrust

Reorder sections on partner profiles

Create landing pages

Design your directory

Invite partners to your directory

Managing Partner Applications

Publish new profiles from Get Listed

Train partners with Learning

Recruit and train partners

Let partners add an embedded widget to their profile

Import partners in bulk

Approve partner profile changes

Profile sections and limits

Remove a partner from your directory

Partner profile statuses: Public, Searchable, Hidden, Inactive

Passing partner details to your own form with CTA URL placeholders

Add a partner

Choose who at a partner can edit the profile and receive contact requests

Lock profile fields so partners can't edit them

Feature partners on your directory

Edit a partner's profile

Export partners, applications and reviews

Manage app listings

Add and manage partners

Reassign, close or duplicate a contact request

How contact requests, matchmaking and deal registrations work

Oversee contact requests

Track project status on contact requests

Block spam senders

Review deal registrations

Reporting and analytics

Who gets which email

Handle matchmaking requests

Moderate partner reviews

Let visitors book calls with partners

Track people, companies and Leads in Records

Track where requests come from with UTM links

Requests and deals

Connect HubSpot, Zapier, Make or n8n

Set up single sign-on (SSO)

Webhooks in PartnerPage

Set up webhooks for your directory

Install PartnerPage for Salesforce

Embed the listing editor in your partner portal

Sync Salesforce records to PartnerPage listings with a Flow

Native Salesforce listing component

Connect Salesforce

Use PartnerPage with AI assistants

Integrations

Turn on API access and create API keys

Change your email address or company name

Billing, invoices and payment methods

Manage your team

Team roles and permissions

Choose which emails you get

Account, team and billing

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