Works with the PSA You Already Run
Built to work with ConnectWise, Autotask, HaloPSA, and HubSpot for automatic deal attribution, referral field population, and seamless partner tracking — no data silos. These integrations are on our roadmap.
PSA & CRM Integrations Built for MSPs
Built specifically for referral attribution (on the roadmap)
ConnectWise
Built to sync ConnectWise companies, opportunities, and agreements for full referral visibility.
- • Automatic deal attribution
- • Referral partner fields
- • Custom pipeline stages
- • Workflow automation
- • Recurring-revenue reporting
Autotask
Built to sync Autotask (Datto) tickets, opportunities, and contracts for complex referral tracking.
- • Custom fields and UDFs
- • Opportunity attribution
- • Partner account management
- • Workflow integration
- • Reporting and dashboards
HaloPSA
A clean integration with HaloPSA for growing MSPs.
- • Deal-based attribution
- • Custom field mapping
- • Pipeline automation
- • Activity tracking
- • Recurring-revenue analytics
How the Integration Works
Seamless data flow between your PSA and referral platform
Data Flow: Partner → PSA
Partner introduces a client
Referral logged from the intro or a form
Company created in PSA
With referral attribution data populated
Deal progression tracked
Pipeline movement automatically synced
Commission calculated
When the contract is signed, the partner gets credited
Data Flow: PSA → Partner
Deal status updates
Pipeline changes sync to partner portal
Revenue tracking
Deal values automatically captured
Partner notifications
Real-time updates on referral progress
Commission transparency
Partners see exactly how much they've earned
PSA Integration Features
Powerful features that make referral tracking effortless
Automatic Deal Attribution
Every deal automatically gets tagged with partner attribution data when it's created.
Custom Field Mapping
Map partner data to your existing CRM fields or create new ones automatically.
Pipeline Automation
Trigger workflows and automations based on partner attribution data.
Partner Lead Assignment
Automatically assign partner leads to specific sales reps
Commission Notifications
Send notifications when partner deals close
Partner Reporting
Generate reports on partner performance
Follow-up Sequences
Different email sequences for partner vs. direct leads
Revenue Reporting
Built-in reports that show partnership performance within your CRM dashboard.
Partnership Revenue Report
Top Performing Partners
Simple Setup Process
Get your CRM integration up and running in minutes
Connect Your PSA
Authorize the connection with your existing PSA or CRM using OAuth authentication.
Configure Field Mapping
Map partner data to your CRM fields or let us create new custom fields automatically.
Start Tracking
All new partner referrals will automatically flow into your CRM with full attribution data.
Why PSA Integration Matters
The benefits of seamless referral tracking
Attribution Accuracy
Never lose track of partner attribution again
Manual Data Entry
Eliminate manual attribution tracking
Data Sync
Instant updates between systems
Sales Efficiency
Faster deal processing and follow-up
Technical Integration Details
Built for security, performance, and reliability
Security & Compliance
- • OAuth 2.0 authentication
- • SOC 2 Type II compliance
- • GDPR and CCPA compliant
- • Data encryption in transit and at rest
- • Regular security audits
- • Role-based access controls
Performance & Reliability
- • 99.9% uptime SLA
- • Real-time data synchronization
- • API rate limit management
- • Automatic retry mechanisms
- • Error handling and logging
- • 24/7 monitoring and alerts
Ready to Connect Your PSA?
See how seamless referral tracking can transform your sales process
Related Resources
Explore related content to learn more
Partner Portal Software Guide
Learn how partner portals integrate with PSA and CRM systems
Deal Registration Template
Download a template for PSA-integrated deal registration
Partner Lifecycle Management Guide
Complete guide to managing referral partners with PSA integration
Billing Integration
Automate recurring-revenue tracking with billing platform integrations
Seamless Integrations Feature
Explore all integration capabilities
Partner Onboarding Best Practices
How to onboard referral partners with integrated PSA workflows