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Documentation Index

Fetch the complete documentation index at: https://docs.partneros.ai/llms.txt

Use this file to discover all available pages before exploring further.

PartnerOS integrations connect your existing tools to your partner workspace so that data flows automatically, partner records stay accurate, and your team gets notified of the right events at the right time. You manage all connections from a single place: Settings > Integrations.

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How integrations work

Each integration follows the same three-step pattern once connected:
  1. OAuth connection — You authorize PartnerOS to access your tool using a secure OAuth flow. PartnerOS never stores your password; it holds an encrypted access token that it refreshes automatically.
  2. Field mapping — PartnerOS reads your CRM’s object and field schema, then uses AI to suggest how CRM fields should map to PartnerOS partner records. You review and confirm the suggestions before any data moves.
  3. Bidirectional sync — Once mappings are confirmed, PartnerOS keeps records in sync in both directions. Changes you make in PartnerOS push to your CRM; changes in your CRM pull into PartnerOS.
For Salesforce, PartnerOS also uses Change Data Capture (CDC) to detect record changes near-instantly rather than waiting for a scheduled poll.

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Available integrations

Salesforce

Sync Accounts, Contacts, Opportunities, and Leads between Salesforce and PartnerOS with bidirectional, near-real-time data flow.

HubSpot

Connect HubSpot CRM to sync Deals and Companies, with AI-assisted field mapping and polling-based sync.

Slack

Receive partner notifications in Slack and let your team approve or reject deal registrations directly from a Slack message.

Google Calendar

Capture Google Meet calls from your calendar and surface meeting transcripts alongside your partner records.

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Where to manage connections

Go to Settings > Integrations to:
  • Connect or disconnect integrations
  • View connection status and last sync time
  • Access the Integration Health dashboard (sync success rates, API call counts, sync lag)
  • Review the audit log for all sync and mapping events
  • Trigger a manual sync or schema refresh
Only workspace Owners and Admins can connect or disconnect integrations. Connecting a CRM affects data access for the entire organization.

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Conflict resolution

When the same field is updated in both PartnerOS and your CRM between syncs, a conflict resolution policy decides which value wins. You set this per field mapping rule when you configure mappings. The options are:
  • PartnerOS wins — the PartnerOS value always takes precedence
  • CRM wins — the CRM value always takes precedence
  • Newest wins — whichever record was updated most recently wins

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Audit log

Every sync operation, field mapping change, and connection event is recorded in the audit log. Access it from the connection detail page inside Settings > Integrations. The log is useful for diagnosing sync failures and reviewing which user made a mapping change.
PII-sensitive fields are redacted in the audit log. You mark fields as PII-sensitive when configuring field mappings.