Major Partner Portal Updates: new redesign, CRM integrations, Currencies, and More

We've shipped a lot at PartnerPortal in the past several months. Here's a roundup of the biggest updates and what they mean for your partner program.

Native CRM integrations: Pipedrive and Zoho

If your sales team lives in Pipedrive or Zoho, partner-sourced deals should flow into your CRM the same way any other deal does — without third-party connectors, polling delays, or brittle workarounds.

We've shipped native Pipedrive and Zoho integrations, built directly into PartnerPortal. Both replace older third-party-mediated integrations with first-class implementations designed for daily use:

• Real-time deal sync via OAuth and webhooks (no polling)

• Field mapping for deals, contacts, organizations, and custom fields — including sensible defaults that work immediately on connect

• Link existing deals to PartnerPortal leads, or **create new deals** directly from a lead

• Multi-pipeline support with stage-by-stage mapping

• Multi-datacenter OAuth for Zoho (US, EU, IN, AU, JP, CN)
  
  

Together with our existing native HubSpot and Salesforce integrations, PartnerPortal now offers native CRM coverage for the four most common B2B CRMs. More are on the way.

Flexible commissions

This was the most-requested feature from customer and prospect conversations over the past year. The previous model only supported a single recurring percentage. The new model handles every common B2B partner-program structure:

• Flat or percentage payouts

• One-time or recurring duration

• Override hierarchy — set a company default, then override at the partner level or per individual lead

• Cascade and locking behavior so commissions don't unexpectedly change after the fact
  
  

Whether you run referral bounties, revenue shares, finder's fees, or a mix — PartnerPortal handles it without custom workarounds.

Payments and revenue tracking, redesigned

We've overhauled how PartnerPortal tracks revenue and generates payouts. The new model is built on a simple operating principle: **PartnerPortal calculates and tracks what's owed; your finance tools handle the actual payments.**

What's new:

• Stripe and QuickBooks revenue capture via webhooks — partner-sourced revenue now flows automatically into PartnerPortal and matches to leads with near-zero setup

• Transaction-native payouts — commissions accrue on individual revenue transactions, payouts roll up local Revenue records, and linked revenue becomes immutable once committed (so historical records stay clean)

• Filtered payment exports — export payments and leads with status, date range, partner, and phase filters. No more full-table dumps

• Cleaner Payment Settings with a four-card layout separating revenue tracking, commission generation, and integration concerns

For finance teams, this produces clean, auditable, ready-to-pay outputs that work with whatever AP tooling you already use.

Resource Center, redesigned

The Resource Center has been rebuilt around a "resource-as-post" model that makes it materially easier to share rich enablement content with partners:

• Title, excerpt, featured image, rich body, and attachments on every resource

• In-body image uploads via TinyMCE for full-fidelity content

• Wistia video support for embedded training and walkthrough content

• Modern card layouts for category and resource pages

• Resource pinning for curated "top resources" placement

   

Existing resources carried over without disruption. The new structure also lays the foundation for upcoming completion tracking and training paths.

Multi-currency support

Portals now have a configurable portal currency, with app-wide formatting throughout the partner experience. PayPal payouts honor the portal currency. International programs can run natively without USD-only assumptions.

More powerful partner groups

We've elevated the importance of Partner Groups in our applications. Historically, partner groups were mostly for controlling resource access. They are now a primary way for you to segment and organize your partners. 

• Group managers and notifications - You can now assign groups managers for each partner group and have notifications for new leads and other partner updates go directly to your partner group managers. 
• Group commission tiers (coming soon). You'll soon be able to set group-level commission tiers.

Onboarding, UI, and operator improvements

A range of smaller-but-meaningful improvements:

• New quickstart checklist replaces the previous onboarding wizard

• Contextual help sidebar on every page surfaces relevant docs without a context switch

• App-wide style refresh with standardized tables, navigation overhaul, refreshed dashboard widgets, status badges, and a redesigned login experience

• Self-serve purchase and upgrade flow — both on the website and inside the app

• Lead and partner UX upgrades including filtered exports, lead deletion, lead-phase controls, and dashboard improvements

What's coming next

A few things actively in flight:

• Email customization — customize system emails we send to your partners, and craft custom emails for your partners. 

• LMS features — completion tracking, structured training paths, and certifications layered on the redesigned Resource Center

• Affiliate linking — round-trip support for affiliate-style partner channels alongside the existing lead-registration model

• More native CRMs — Attio, Close, and Copper are in the queue

A note from Erick

If you're an existing customer: log in and try the new features — most of them are immediately usable on your current plan, and many were directly informed by feedback you've sent. If something doesn't behave the way you'd expect, let us know.

If you're evaluating PartnerPortal: the simplest way to see how this all fits together is to launch a free portal and connect your CRM. If you'd rather see a walkthrough first, you can also book a short demo from the homepage.