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Uma plataforma para todo o ciclo do parceiro
Conecte relacionamento, receita e operação em uma jornada contínua.
Ciclo do parceiro
Operations da plataforma
Capacidades que dão controle e escala ao programa.
Conteúdos e ferramentas
Recursos para evoluir seu programa de canais
Data enters through integrations and reaches operations with control
Import companies and opportunities, connect external sources and resolve conflicts before new records change the channel CRM.
Technical integration with operational ownership
Different roles manage data intake and preserve a control stage before records are applied.
Administration and technical team
Configure sources, mappings, credentials and access permissions.
- Revocable API credentials
- Webhook secrets, signatures and limits
- Field mapping by source
Operations
Review what was received, compare it with the database and decide what should be applied.
- New records and updates
- Conflict resolution
- Individual and bulk decisions
From external source to applied record
Spreadsheets, webhooks, API and AI assistance can feed the same review journey.
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Administrator
Configure the source
Enable the intake channel, define permissions and map fields.
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System
Receive and organize
Group data into batches and preserve source, status and history.
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System
Compare with existing data
Identify creates, updates and conflicts.
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Operations
Review the proposal
Verify incoming values and adjust them before execution.
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Operations
Apply or reject
Decide individually or in bulk and retain an audit trail.
Different channels, appropriate controls
| Criterio | Primary use | Control |
|---|---|---|
| Files and Google Sheets | Import companies and opportunities | Column mapping |
| Webhooks | Receive events from external tools | Secrets, signatures, IPs, limits and logs |
| API | Authorized partner read and write | Credentials and resource permissions |
| AI assistant | Extract data from text and documents | Review required before action |
| Staging | Compare and apply incoming data | Approval, rejection and history |
Integration FAQs
Must API, webhooks and Google Sheets be enabled together?
No. They are separately configurable capabilities for different data intake journeys.
Does integrated data change the CRM immediately?
When data review is enabled, records pass through staging before being applied.
Does AI create records without confirmation?
No. It proposes extraction and field completion, but execution requires review.
NEXT STEP
See how PartnersHub organizes your partner ecosystem.
Talk to a specialist to understand how to structure governance, co-sell, and performance across a channel operation.