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Integrations

Integrations in Partner Center, at Administration → Integrations, connect Partner Center to QuickBooks, Google Meet, Zoom, Zapier, HubSpot, Salesforce, Autotask, and other third-party tools.

You manage connections from Partner Center → Administration → Integrations (or Advanced → Integrations).

What you can do​

  • Authentication and connections – Set up API key, SSO, or vendor-managed connections; manage and troubleshoot from the Integrations page
  • QuickBooks – Sync contacts and data from QuickBooks to the CRM; one-way sync and automation triggers
  • Google Meet and Zoom – Add meeting links and scheduling to contact records and emails
  • Zapier – Create or update CRM contacts from other apps (e.g. QuickBooks, forms) via Zapier workflows
  • HubSpot – Two-way sync of Contact and Company records between Partner Center and HubSpot
  • Salesforce – Two-way sync of Contact and Company records between Partner Center / Business App and Salesforce
  • Autotask – Two-way sync of Contact and Company records between Partner Center and Autotask

How it works​

Connections use one of three models: API key (you provide credentials), SSO (users sign in via the provider), or vendor-managed (the vendor configures and maintains). Each integration on the Administration → Integrations page shows its type; use Add Connection or Connect and follow the flow. A broken connection shows Reconnect or Resume with the reason right on its row, in the Needs attention section at the top of the page.

Articles in this section​

  • Authentication and connections – API key, SSO, and vendor-managed setup; connection management and troubleshooting
  • QuickBooks – Sync contacts and data from QuickBooks to the CRM; one-way sync and automation triggers
  • Google Meet and Zoom – Add meeting links and scheduling to contact records and emails
  • Create or update a contact using Zapier – Use Zapier to create or update CRM contacts from other apps
  • Salesforce – Two-way sync of Contact and Company records between Partner Center / Business App and Salesforce
  • Autotask – Two-way sync of Contact and Company records between Partner Center and Autotask

How do I set up an integration?​

  1. Open Integrations – Go to Partner Center → Administration → Integrations to see every integration, grouped by category, with its connection type. Search or filter by Category to find the one you need.
  2. Connection type – Read Authentication and connections to choose API key, SSO, or vendor-managed; then click Add Connection or Connect on the integration you need.
  3. QuickBooks, Meet/Zoom, or Zapier – Follow the setup in QuickBooks, Google Meet and Zoom, or Zapier and complete the connection flow.

How do I troubleshoot an integration connection?​

  • Connection failures – For API key integrations, check that the key is valid and has the right permissions; re-enter or rotate if needed.
  • SSO or access expired – Re-run the SSO flow to reauthorize; complete any pre-connect form and sign in again.
  • Vendor-managed – Follow the vendor's setup guide and check status in Business App; contact the vendor if the integration shows an issue.

For more help, see Authentication and connections or contact support with the integration name and error details.

Frequently asked questions​

Where do I find integrations in Partner Center?

Go to Partner Center → Administration → Integrations (or Advanced → Integrations). Every integration shows on one page, grouped by category, with its connection type.

What connection types do integrations use?

Each integration uses one of three models: API key (you provide credentials), SSO (users sign in via the provider), or vendor-managed (the vendor configures and maintains it). The integration's type shows on the Administration → Integrations page.

How do I know if a connection is working?

A connected row shows a green check. A broken connection appears in Needs attention at the top of the Integrations page, with Reconnect or Resume and the reason shown right on its row.

Which integrations sync data in both directions?

HubSpot, Salesforce, and Autotask sync Contact and Company records in both directions. QuickBooks syncs contacts and data one way, from QuickBooks to the CRM.

What do I do if an SSO connection expires?

Re-run the SSO flow to reauthorize: complete any pre-connect form and sign in again. For API key integrations, check that the key is valid and has the right permissions, and re-enter or rotate it if needed.