Support Portal & Knowledge Base

Salesforce Integration 22

• Everything you need to know about the June 2021 Salesforce integration changes
• Channeltivity: PRM Integration with Salesforce CRM
• Salesforce Integration Setup Guide
• Salesforce Integration Credentials Setup
• Salesforce Integration: Deal Registration - Overview

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HubSpot Integration 14

• Everything you need to know about the June 2021 HubSpot integration changes
• HubSpot Integration Setup Guide
• HubSpot Integration Authorization/Credentials Setup
• HubSpot Integration: Deal Registration - Overview
• HubSpot Integration: Lead Distribution - Overview

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Third Party Integrations 6

• What integrations are available in Channeltivity?
• How do I use the Integration Log?
• What is the Zapier Integration and how does it work?
• SnapEngage - Live Chat Integration
• How can I use Zapier to automatically create a quote for Deal Registrations?

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Single Sign-On (SSO) 9

• Does Channeltivity support Single Sign-On (SSO)?
• SSO: How to configure Channeltivity as a SAML 2.0 Service Provider
• SSO: How to configure Channeltivity as a SAML 2.0 Identity Provider
• How to Securely Embed an External Application within Channeltivity
• How Do I Configure Single Sign-On from Salesforce?

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API 3

• Does Channeltivity have an API?
• What is the Best Way to Create Prospective Partners With the Data API?
• In the Custom Field Editor, what is the "API Field Name" used for?