Skip to content

Quickstart

Get PartnerSignals running in your environment in under 30 minutes.

Prerequisites

  • A PartnerSignals account (contact your account team to provision)
  • Admin access to your CRM (Salesforce or HubSpot)
  • Slack workspace admin access (optional, for signal notifications)

Step 1 — Log In to the Partner Portal

Navigate to eco.partnersignals.ai and sign in with your company SSO or email/password. Your account team will have provisioned your organization during onboarding.

Once logged in, you'll land on your Signal Feed — this is where partner co-sell signals appear as they're detected.

Step 2 — Connect Your CRM

Go to Settings → Integrations and select your CRM.

  1. Click Connect Salesforce
  2. Authorize the OAuth connection with an admin account
  3. Select the objects to sync: Accounts, Opportunities, Contacts
  4. Set your sync scope (all records vs. open opportunities only)
  5. Click Save — initial sync runs immediately (5–15 min depending on record count)

Beta

HubSpot integration is currently in beta. Contact your account team to enable it.

  1. Click Connect HubSpot
  2. Authorize the OAuth connection
  3. Select deal pipeline(s) to sync
  4. Click Save

Step 3 — Configure Signal Routing

Go to Settings → Signal Routing to define how signals are delivered to your team.

  • Slack: Route signals to a specific channel (e.g. #partner-signals) — see Slack Integration
  • CRM Tasks: Automatically create tasks in Salesforce or HubSpot when a signal fires
  • Email Digest: Daily or weekly summary to named recipients

Step 4 — Set Up Attribution

Go to Settings → Attribution and configure your attribution model:

  • Select your attribution tier (Influenced, Co-Sell, Sourced)
  • Define your lookback window (default: 90 days)
  • Map partner types to attribution weights

See Attribution Setup for the full configuration guide.

Step 5 — Receive Your First Signal

Once your CRM is connected and signal routing is configured, PartnerSignals will begin monitoring for co-sell activity. Signals typically appear within 24 hours of the first sync completing.

Your signal feed will show:

  • Which partner touched the opportunity
  • Signal type (co-sell intro, overlap detected, pre-intent indicator)
  • Recommended next action
  • Attribution impact estimate

See Your First Signal for a full walkthrough of what each signal means and how to act on it.

What's Next