Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Impartner integration
Answer partner questions in Tidio with deal and tier data from Impartner.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Impartner
Answer a deal registration
A partner asking whether their deal went through gets the current Impartner status in the conversation, instead of waiting on a channel manager's inbox.
Reply by tier
Impartner tier data tells the agent what this partner is entitled to, which stops a silver partner being quoted gold pricing.
Chase certifications gently
Outstanding Impartner training can be raised inside a conversation the partner already started, which lands better than a reminder email.
Capture referrals as they come
A lead a partner mentions in chat can be created in Impartner right away, so it is not lost between a message and a form.
Overview
Impartner is where channel teams keep partners: their tier, their training, their registered deals. Partners ask about all of it, and usually not through a portal form. Connecting Impartner to Tidio with Zapier or the Tidio API lets a partner ask in chat and get an answer from the record: whether a deal registration was approved, what their tier includes, which certification is still outstanding.
Key features
- Deal status on demand an Impartner registration is looked up during the chat
- Tier aware answers the reply matches what that partner's tier includes
- Training gaps surfaced outstanding Impartner certifications can be flagged
- Referrals captured a lead raised in chat becomes an Impartner record
Impartner
CRM
Tags
CRM
Contact Sync
How it works
Connect Impartner in minutes
1
Connect Tidio and Impartner
Link them with Zapier or the Tidio API and match the partner in the chat to their Impartner record.
2
Set what may be shared
Choose which Impartner fields a partner may be told and which stay with the channel team.
3
Write the outcome back
New referrals and updates from the conversation are saved onto the Impartner record.
Discover more integrations
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Turn customer conversations into Agile CRM contacts, right when interest is highest.
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Turn chats into Capsule contacts and opportunities, and answer with the record in view.
Know which company you are talking to before the visitor has typed their name, using Clearbit.
Get inbound chats into Close as leads while a rep can still answer in minutes.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Impartner integration
Can partners see other partners' data?
Not if the lookup is keyed to the partner in the conversation. Match on their Impartner ID rather than on a company name, and each partner only ever gets their own record.
Does this replace the partner portal?
No. Impartner stays the portal and the record. The chat handles the quick questions that would otherwise become an email to a channel manager.
Is the Impartner integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Impartner integration.