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Partner Integration Guide

Partner types

Convertly supports two categories of external partners:

Partner typeWhat they do
Referral / Affiliate partnersPromote Convertly and earn commissions on referrals
Technology partnersBuild integrations that connect Convertly to other platforms

Referral partners

Referral partners use the standard affiliate program. See:

Key technical notes for referral partners:

  • Referral attribution uses a ref URL parameter + 30-day signed cookie
  • Referral codes can be applied during account onboarding when access opens
  • Commission records are created from successful paid subscription events
  • Affiliate accounts are managed in the developer portal affiliate directory

Technology partners

Technology partners build integrations that send data into or pull data from Convertly CRM. Current integration surfaces:

Inbound (sending data to Convertly)

MethodWhat you can send
Approved form ingestionLead data with attribution parameters
Meta Lead Ads syncLead form submissions from Meta ads
Zapier (future)Generic automation triggers (on roadmap)

Outbound (pulling data from Convertly)

Currently, outbound data access requires:

  • A valid PocketBase API token for a user with appropriate access
  • Direct PocketBase API queries against the Convertly collections

Public REST API documentation for partner data access is planned for a future release.

Building an inbound integration

To send leads from an external source into Convertly:

  1. Create a native Convertly form for the integration source (e.g., “Webinar Leads Form”)
  2. Request approved integration onboarding from support
  3. Submit field data matching your configured form schema
  4. Include attribution parameters (gclid, fbclid) when available

See API Reference → for payload specification.

Becoming an official technology partner

If you are building an integration and want to:

  • Be listed as an official Convertly integration
  • Get access to early APIs or sandbox environments
  • Co-market your integration to Convertly’s customer base

Contact: support@convertlycrm.com with subject: “Technology Partnership Inquiry”

White-label and reseller inquiries

Convertly does not offer a self-service white-label or reseller program. For enterprise or partnership discussions, contact: sales@convertlycrm.com.