# What is Sharkdom? {% hint style="info" %} Sharkdom is more than just a partner onboarding platform. It helps businesses manage and grow their partnerships throughout the entire partner lifecycle. {% endhint %} {% embed url="" %} # Get Started with the Platform few slangs to get you by while using the platform {% hint style="info" %} **Tip:** In this section, you'll learn the key concepts, terminology, and workflows you need to get familiar with the Sharkdom platform. {% endhint %} Here are a few naming conventions to help you get started. Sharkdom allows you to segment your external and internal partners into the following categories, based on what each category name means.

* **Reliable Partners**
* **Low-Impact Partners**
* **Steady Partners**
* **Inactive Partners** # Common Terms | Terms | Meaning | | --------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | |

Co-Branding

| Type of partnership between two or more companies in which they collaborate on branding efforts in order to promote their products or services. This can involve using each other's logos, slogans, or other branding elements in marketing materials. | |

Channel Partner

| Companies that refer, co-sell, resell, or distribute the products or services of another company. | |

Account Mapping

| Process used in B2B partnerships where sales teams from two partner companies align their accounts based on various factors such as geography, deal size, industry, or customer needs to help both companies identify shared customers and prospects, enabling them to create joint sales strategies. | |

Affiliate Marketing

| Type of performance-based marketing where a business rewards one or more affiliates for each visitor or customer brought by the affiliate's own marketing efforts. | |

Co-Selling

| Practice of two or more companies working together to sell their products or services to a common customer base through activities such as joint sales presentations, shared marketing efforts, and cross-selling to each other's customers. | |

Community-Led Growth (CLG)

| Growth Strategy that depends on an active and supportive community. It is a critical component in obtaining new customers, expanding services to existing customers and retaining them. | |

Cross-Promotion

| Practice of promoting another product or service to one's customers. | |

Ideal Customer Profile (ICP)

| Detailed description of a company's ideal customer, based on factors such as industry, size, location, and other characteristics. The ICP is used as a guide for identifying and targeting potential customers and can help a company tailor its marketing and sales efforts to better meet the needs of its target audience. | | | | # Partner Onboarding Scouting partners has never been easier. {% hint style="info" %} Tip: Increase the visibility of your partner program by 400% by publishing your partner program form. {% endhint %}

* [x] Keep your entire partner journey in one place. * [x] If you have an existing partner program, simply connect it to capture leads and maintain the approval workflow in one place.

# IPP Identification At Sharkdom, we know how difficult it is to create a workable Ideal Partner Profile (IPP) and avoid dormant partners. Know the KPIs, such as which partnerships are best suited for your business, partnership insights, and Marketplace Health Score before deciding whether a partner falls under your IPP.

# Enquiry Workflow Get Started with Partnership Enquiry {% hint style="info" %} **Tip:** Selecting random companies to partner with should be avoided in order to achieve the desired results. {% endhint %} ## Partnership Enquiry {% embed url="" %} \ Using AI {% embed url="" %} # Tracking Progress Track every partner interaction, meeting, and activity to stay on top of your partnership progress.

# Acknowledgement Time Track partner response times to understand how quickly they acknowledge partnership enquiries.

# Create Partner Program Get Started with Partnership Onboarding {% embed url="" %}

# Connect Partner Program Get Started with Partnership Onboarding

# Partner Scouting Find and evaluate the right partners for your business Dweep Scouting helps you find potential partners based on your target industry, geography, company size, partnership type, and other requirements. It researches relevant companies, evaluates their fit, and identifies the right contacts to help you build your partnership pipeline. # Overview See how Dweep Scouting transforms partner scouting requirements into actionable opportunities using AI-powered sourcing, enrichment, and evaluation. Dweep Scouting operates as a stateful AI agent, meaning it remembers the context of your search throughout the entire process and uses it to make intelligent decisions at every step.

# Writing Great Prompts How to Write Effective Prompts for Partner Scouting {% hint style="info" %} **IMPORTANT:** The quality of your results is directly determined by the clarity of your prompt. The more specific you are, the more precisely **Dweep Scouting** can target the right companies and contacts. {% endhint %} Dweep Scouting understands natural language, so you don't need to use special commands or formats. Simply describe what you're looking for as if you were explaining your ideal partner to a colleague. #### 3.1 The Golden Formula A great prompt answers these 5 questions: **`WHO? + WHERE? + HOW BIG? + WHY? + WHO TO EXCLUDE?`** #### A great partner-scoping prompt answers these 5 questions: * ^**WHO?** ^{— What type of partner are you looking for?} * ^**WHERE?** ^{— Which geography or market should they be in?} * ^{**HOW BIG?**} ^{— What company size are you targeting?} * ^**WHY?** ^{— What makes them a good fit for the partnership?} * ^{**WHO TO EXCLUDE?**} ^{— Which companies or partner ty}pes should be excluded? Example using the formula: > *"Find cloud co-selling partners (WHO) in the United States (WHERE) with 100–1000 employees (HOW BIG) that are AWS-certified and work with enterprise database customers (WHY) — exclude large SIs and consulting firms (WHO TO EXCLUDE)"*
#### 3.2 Prompt Examples by Use Case > *"Find AWS co-sellers in India with 50 to 500 employees that focus on enterprise SaaS or data platforms"* > *"I need Google Cloud co-selling partners in Southeast Asia who work with financial services companies"* > *"Find Microsoft Azure co-sellers in Germany that sell into the manufacturing sector"* > *"Find resellers of cloud security software in the UK with under 300 employees"* > *"I'm looking for channel partners in Latin America that distribute enterprise software, mid-size companies only"* > *"Find companies in the US that build API integrations or middleware for ERP systems — small to mid-size"* > *"Find companies in India that are actively hiring for AWS partnership or cloud alliances roles right now"* > *"Find US-based SaaS companies hiring a VP of Partnerships or Head of Alliances"* > *"Find fintech co-sellers in Singapore — I want to connect with decision-makers, VP level or above"* > *"Find HR tech companies in Bangalore — I need founder-level or C-suite contacts"* #### 3.3 Tips for Better Results #### **🎯 Be specific about geography**

The system resolves geography precisely. The more specific you are, the tighter and more relevant your results. #### 🎯 **Name the company size**

You can also say *"under 500 employees"* or *"between 100 and 1000 employees"* and the system will understand. #### 🎯 **Mention the partnership type** Dweep understands these partnership goals:

#### 🎯 **Specify who you want to talk to** Instead of vague requests, name the job function or seniority:

# Dweep Scouting MCP Scouting partners has never been easier. {% hint style="info" %} Tip: Increase the visibility of your partner program by 400% by publishing your partner program form. {% endhint %} ## Connecting your organisation to the Dweep MCP Three things have to be true before partner scouting works: the server knows your *organisation*, it knows *which person* is asking, and that person has a *live LinkedIn session*. This guide covers all three, what you supply for each, and what breaks when one is missing. Dweep finds B2B partner companies and the people to contact at them. It searches through a real LinkedIn account that someone at your organisation signs into once. Everything below exists to establish and maintain that chain. Budget about ten minutes. Only step 3 needs a browser, and only step 1 needs someone with access to your organisation's key. ### The identity chain Three tiers resolve in order on every call. Each one has a distinct failure message, so the error you see tells you exactly which tier is missing — worth learning, because it turns most support questions into a five-second diagnosis.

TIER 1 — WHO IS THE COMPANYOrganisation keyAuthorization: Bearerdwk\_live\_… TIER 2 WHO IS THE PERSONUser handleidentify\_user(user\_id="ayush-b") TIER 3, WHOSE LINKEDINLinkedIn bindingbrowser sign-in,once per person IF MISSING, THE SERVER REPLIESidentity\_requiredconnector has no keyuser\_not\_identifiedorg known, person notno\_linkedin\_bindingnobody signed in yetAll three present → ready: true → scouting worksCompany research (financials, ratings, unit economics) works from tier 1 alone. ### What you actually supply Almost everything is configured on our side already. There are exactly **two** values that come from you, and one of them is per-person rather than per-organisation.

### Step by step ### 1. Put the organisation key on the connector Add a custom header to the Dweep MCP connector. Use the key issued to your organisation at onboarding: ``` Authorization: Bearer dwk_live_ ``` It must be the `Authorization` header specifically. The server also accepts `x-dweep-service-key`, but MCP clients restrict which header names they will send, and `Authorization` is the one every client permits. A key beginning `dwk_live_` is recognised as an organisation key rather than a user token, so there is no ambiguity. {% hint style="info" %} **Treat this like a password**\ The key grants access to your organisation's scouting and LinkedIn surface. Store it in your secret manager, not in a shared document. If it leaks, ask us to rotate it a replacement can be issued without disturbing existing bindings. {% endhint %} #### 2. Claim a handle The organisation key says which company is calling. It cannot say which of your colleagues is calling, and that matters: LinkedIn accounts are bound per person, not per company. Pick something short and stable, your name with a dash works. It does not have to exist beforehand; the call creates it. ``` identify_user(user_id="ayush-b") ``` Not an email address, and not a handle you know belongs to someone else — you would be claiming their binding. #### 3. Connect a LinkedIn account Ask for a link, open it, and complete the sign-in fully — including any verification step LinkedIn asks for. ``` check_setup() → tells you what is missing get_linkedin_connect_url() → returns a one-time browser link ``` {% hint style="info" %} **Finish within 15 minutes** The link carries a single-use token that expires after 15 minutes. If you start the sign-in and come back to it later, LinkedIn will still let you in and the connection will silently fail to complete. Request a fresh link rather than reusing an old one. {% endhint %} One LinkedIn account binds to exactly one person. If a colleague has already connected that account, your attempt is refused use a different LinkedIn account, or have them release theirs first. #### 4. Verify before you rely on it ``` check_setup() → {"ready": true} ``` Anything other than `ready: true` names the tier that is missing and the next action. The page you land on after signing in is not the confirmation, `check_setup` is. ### What happens when you connect Worth understanding once, because two of the failure modes in the troubleshooting table only make sense against this sequence.

*The single-use token is what ties your return to the request that started it. It is created at the beginning of the sequence, not when you click which is why a slow sign-in fails even though LinkedIn itself succeeded.* ### When something is wrong Every refusal names its reason. Match it here.

{% hint style="info" %} **The one failure that looks like success** If you complete a LinkedIn sign-in and the confirmation page appears but scouting still reports no account, the sign-in worked and the connection did not almost always the 15-minute window. Request a fresh link and complete it promptly. Confirm with `check_setup()` rather than trusting the page. {% endhint %} # Reading the telemetry What the service records about every call, every search and every verdict, how it gets there, what it can tell you and the three ways it will mislead you if rea ### What exists Four tables, live and collecting. Everything below is what the deployed service is doing right now, not a plan.

*They sit alongside `dweep_audit_log`, which is deliberately separate and unchanged in character: audit answers who did what to whom and is read when somebody has to account for something. Burying a million latency rows in it would make that read useless.* {% hint style="info" %} **Everything is scoped by organisation** All four tables carry `org_id`; `tool_call`, `discovery_run` and `feedback` also carry `u_id`, and `org_day` is keyed on `(org_id, day, tool)`. Every question below can be asked per organisation, per person, or across the whole service. {% endhint %} ### The workflow From an assistant calling a tool to a row you can query. Nothing here is opt-in per tool. * A tool is calledThe identity middleware resolves who is calling, starts a clock, and captures the *shape* of the arguments. * The gate runsIf the caller is refused, that is recorded as `refused` with the gate's own reason not as an error, and not as silence. * The tool runsOn return, the payload is classified: `action_required` means refused, `error` means error, anything else is `ok`. Result counts are pulled from the payload where present. * One row is writtenInto `dweep_tool_call`, in its own transaction, swallowing any failure. Measuring must never break what it measures. * A search returns companiesA `dweep_discovery_run` row captures the brief, how it was interpreted, how many companies and contacts came back, and whether the run completed. * The person is askedOnce, after results and again after a draft. Server instructions tell the assistant to ask plainly and to accept silence. * A verdict is recorded`submit_feedback` writes to `dweep_feedback`, pointing at the run. * NightlyDays are rolled into `dweep_org_day`, then raw call rows past retention are dropped rollup first, always. {% hint style="info" %} **One hook, not twenty-one decorators** Instrumentation lives in `IdentityMiddleware.__call__`, which already wraps every `tools/call` to resolve the caller and gate the tool. A tool written tomorrow is measured by existing rather than by somebody remembering to annotate it, the same reasoning the account-tool gate uses, and for the same reason: a hand-maintained list drifts, and the drift is silent. {% endhint %} ### Tool calls `dweep_tool_call` — the spine. Everything else is a smaller table that points into the same conversation.

**arg\_shape, as actually written** live row · scout\_partners ``` {"limit": "number", "prompt_len": 74, "fetch_contacts": false} ``` The brief was 74 characters. What it *said* is not here, that lives on the run row, where it has a reason to exist and a retention story. This is the highest-volume table and the least access-controlled read path, so it holds shapes. {% hint style="info" %} **Refused is not error** A refusal means the gate worked: no binding, no identity, seat limit, wrong account. That is an **onboarding** signal, and it should rise when you add customers and fall as they finish setting up. An error is a **reliability** signal and should trend to zero. Counting them together produces a number that means nothing and can only be argued about. {% endhint %} ### Discovery runs `dweep_discovery_run` — the unit a person actually forms an opinion about. live row ``` run_id bfda92f3-4fa4-4561-931d-de92458183d8 brief cloud consulting and systems integrator companies that resell CRM software filters {"where": "United States", "partnership_type": "Resellers & Channel Partners"} rounds 1 companies 3 contacts 0 sources {"requested": ["aws"], "contacts_fetched": false, "attribution": "not_tracked"} completed True ``` `brief` and `resolved_filters` are the pair that matter. The brief is what was asked; the filters are what the service decided that meant. **The most common cause of a bad result is a wrong reading of the brief**, and with only one of the two there is no telling a bad search from a bad interpretation. `clarification_rounds` rising across a period means briefs are being understood less well. `completed` is false when a run returned nothing, a dissatisfaction signal nobody had to type. {% hint style="info" %} **Sources\_used says what it knows** It records the marketplaces that were *requested*, and carries `attribution: "not_tracked"` to say so. The useful question which source actually contributed, so a source going quiet becomes visible cannot be answered: nothing in the pipeline tags a company with its origin. Answering it means tagging during discovery, which is a pipeline change, not a telemetry one. {% endhint %} ### Feedback `dweep_feedback` one row per stated verdict, kept whichever way it went.

{% hint style="info" %} **Why two values and not five stars** A scale invites a shrug. Most responses land in the middle, and a middle is not actionable nobody can tell what to change from a three. A binary forces a small decision and produces a number that moves when something real changes. {% endhint %} ### Connect attempts Not a table of its own, the connect funnel lives in `dweep_audit_log`, because each of these is something somebody might later have to account for. Connecting a LinkedIn account is the single biggest point of friction in onboarding: it needs a human, a browser and a sign-in, and it is where people stall. The stages below are recorded per person, per organisation, and can be counted.

**What a link\_issued row carries** ``` {"stage": "link_issued", "attempt": 3, "reconnect": true, "conversation": "conn-A", "binding_id": "776eff2b-…"} ``` # Data Source Get Started with Tracking Your Partnership Journey {% hint style="info" %} **Tip:** Connect your customers, open opportunities and prospect lists to get the most out of the platform. {% endhint %} In Order to view the product market fit comparision in Discover section, connect your CRM first {% embed url="" %} # Overview Manage your data sources and CRM connections in one place to unlock better partnership insights.

# Method #1: Connect via CSV Connect your data by uploading a CSV file and get started with partnertship insights. {% embed url="" %}

# Method #2: Connect via Google Sheets Connect your Google Sheets data to get started with partnership insights.

# Method #3: Connect via HubSpot CRM Connect your Hubspot CRM to seamlessly sync your data and unlock partnership insights. {% embed url="" %}

# Method #4: Connect via Salesforce CRM Connect your Salesforce CRM to seamlessly sync your data and unlock partnership insights. {% embed url="" %} # Method #5: Connect via Zoho CRM Connect your Zoho CRM to seamlessly sync your data and unlock partnership inisghts. {% embed url="" %} # Method #6: Connect via Pipedrive CRM Connect your Pipedrive CRM to seamlessly sync your data and unlock partnership inisghts. {% embed url="" %} # Partner Attribution Get Started with Tracking Your Partnership Journey {% hint style="info" %} T**ip:** Connect your customers, open opportunities and prospect lists to get the most out of the platform {% endhint %} Track partner-driven opportunities and measure how partnerships contribute to your revenue.

# Start Co-sell # Joint Introduction # Co-sell Pursuit # Partner-Led with Support # My Partners Get Started with Tracking Your Partnership Journey {% hint style="info" %} T**ip:** Prioritize tracking progress with your partners before adding more companies to your partner network. {% endhint %}

# Overview Get an overview of your partner ecosytem and manage your partnership activities in one place. # Communication Manage communication and stay connected with your partners throughout the partnership journey. # Joint Referral Program Create and manage joint referral program to generate new opportunities with your partners. # Grouping your Partners Categorize your partners based on their role, relationship, or collaboration type.

# Step 2: Add grouping Group your partners by type to organize and manage your partner network more effectively.

# Step 3: Manage Access Manage partner access and control what data is shared with each partner group.

# Deal Registration Get Started with Tracking Your Partnership Journey {% hint style="info" %} T**ip:** Create and manage direct deals with your partners. {% endhint %} {% embed url="" %} # Create Deals Create and manage partner deals from a centralized deal pipeline.

# Approve Deals Review deal registrations and approve or reject partner opportunities.

# Joint Partner Portal Collaborate with your partners and manage shared deal opportunities in one place.

# Partner Loyalty Program Allocate rewards and discounts to your co-selling and reseller partners. Publish and Go Live with Sharkdom's Loyalty Program within minutes

This is how the Partner Loyalty Program would appear on the Discover page with full customization.

# Sync with HubSpot Get Started with Tracking Your Partnership Journey {% hint style="info" %} T**ip:** Create and manage direct deals with your partners. {% endhint %} {% embed url="" %} # Reseller Motion Allocate rewards and discounts to your co-selling and reseller partners. Publish and Go Live with Sharkdom's Loyalty Program within minutes

# Conflicts Identify potential conflicts and resolve overlapping opportunities before submitting a deal.

# License Allocation Allocate licenses to customers and track their usage throughout the deal lifecycle.

# Invoice Claims Submit and manage invoice claims for approved partner deals.

# Partner mapping Get Started with Tracking your Partnership Journey {% hint style="info" %} T**ip:** reating and managing direct deals with your partners. {% endhint %} {% embed url="" %} # Step1: Navigate

# Partner Match Get Started with Customer Overlap Index {% hint style="info" %} T**ip:** Avoid adding any sensitive data of your customers are recommended. {% endhint %} 📌 Here’s Why You Need an Ideal Partner Profile (IPP)? \ A founder once asked why his 15+ signed partnerships weren’t bringing in revenue. The reason? \ He was partnering with anyone who showed interest—without a clear strategy. An Ideal Partner Profile (IPP) helps you attract the right partners, but timing is everything.\

### When Do you actually Need an IPP? After achieving Product-Market Fit After validating your Go-to-Market Fit When your partner program is structured When you’re ready to scale partnerships When you have a clear Ideal Customer Profile (ICP)
### How to build an effective IPP Understand your business goals and needs Study the partners that are already successful Define both company traits and key decision-makers Use data-driven criteria to qualify partners 💡 A strong partner relationship depends on the people behind it # Step 1: Navigate to Partner Match First step to generate a Customer Overlapping Index In this section,you'll learn how to set up your Customer Overlap Index -> Navigate to ‘Customer Overlap’ from the side panel of your dashboard.

# Step 2: Choose an Option Second step to generate a Customer Overlap Index. -> You can choose from three options to generate the COI.\ Each option has its own advantages and drawbacks.\ For examaple:\ **`Hubspot:`** \ it’s easier to sync your customer data and generate customer personas regularly without manually uploading or syncing data, unlike Google Sheets or CSV.\ *->* You need to connect your HubSpot account via the ‘My Apps’ section before using it\ \ **`Google Sheet:`** \ You can store your customer data in a Google Sheet and connect it by pasting your Google Sheet link.\ *->* You need to connect your Google Sheets account via the ‘My Apps’ section before using it. **`Manual Upload:`** \ You can simply upload a file containing your customer data.\ *->* No additional setup is required

If you’re unable to connect your Google Sheet, go to ‘My Apps’ and connect your Google account to Google Sheets before using it.

# Step 3: Add your Customer Data The main step in generating your Customer Overlap Index. Navigate to 'Customer Overlap' section

# Step 4: Map Your Columns Fourth step to generate a Customer Overlap Index. Navigate to 'Customer Overlap' section

# Step 5: Submit Final step to generate your Customer Overlap Index. Navigate to 'Customer Overlap' section

# Partner Space A dedicated space for seamless partner collaboratiion. {% hint style="info" %} Tip**:** Prioritize tracking progress with your existing partners before adding more companies to your partner network. {% endhint %}

# Step 1: Create Space Create a dedicated collaboration space with a partner to get started.

# Step2: Communication Communicate, collaborate, and manage partner conversations in one place.

# Use cases Partner Space can be used to manage communication, coordinate activities, share updates, and collaborate with partners throughout the partnership lifecycle.

# External Partners {% hint style="info" %} Tip: Import your existing partners to unlock deeper insights, collaboration, and partner management capabilities. {% endhint %}

{% embed url="" %} # Share Portal Access Give external partners secure access to relevant information without requiring them to onboard to Sharkdom.

# Portal View This view shows how an external partner can access the portal without creating a full Sharkdom account.

# Email Tracking Keep track of partner communications and email activity in one place. Keep your partner communications organized in one place within Sharkdom’s encrypted environment. {% embed url="" %}

# Compose Emails Using Dweep AI Use Dweep AI to draft personalized emails based on your partner’s context, engagement, and recent activity. {% embed url="" %}

# Track Email Deliverability Track email deliverability and engagement metrics to understand how your partner outreach is performing.

# Partner Access API Get started with Partner Access API {% hint style="info" %} Tip: APIs listed here are not displayed in your company portfolio. They are shared with a partner only after the partnership is activated. {% endhint %} 🔖 Technical partnerships often require partners to access your product or services through APIs.To simplify this process, Partner Access API lets you securely list the APIs you are willing to provide to your partners after a partnership has been established.

# Add an API via Swagger Connect your Swagger/OpenAPI specification and select the APIs you want to make available to your partners. In this section, learn how to add and configure APIs using a Swagger/OpenAPI specification. -> Navigate to Partner Access API from the side panel of your dashboard.

{% embed url="" %} # Add an API via Postman URL Import a Postman collection using its URL and select the APIs you want to make available to your partners.

{% embed url="" %} # Add an API via Postman JSON Upload a Postman collection JSON file and select the APIs you want to make available to your partner.

{% embed url="" %} # Programs Get Started with Offline Partners {% hint style="info" %} T**ip:** Sharkdom is more than just a partner onboarding platform. {% endhint %} 📌 Maintaining current partnerships in a spreadsheet can be frustrating.. Moreover, keeping track of which partners are positively impacting your company’s growth requires significant effort..\ \ To solve this problem, companies can import their partners list under the “Offline Partner” section.\ \ -> You can create separate pipeline of your partners outside sharkdom.\ ->You can even invite them for better tracking your ***partnership journey***\
Sharkdom helps you bring these programs into one centralized workspace. Create or connect your partner programs, track submissions, and manage your partner journey from a single platform.\ \ → Create a dedicated pipeline for partners outside of Sharkdom.\ → Invite partners to Sharkdom to track and manage the partnership journey togeth\

### How many partners should a growing company have? There is no fixed number of partners a growing company should have. The ideal number depends on your business model, team capacity, partnership strategy, and the value each partner generates. Having more partners does not necessarily mean better growth. A smaller number of highly engaged, high-value partners can often deliver better results than a large network of inactive partnerships.Focus on partner quality, engagement, and measurable business impact rather than simply increasing the number of partners 💡 # Partner Program Intergration Get Started with partner program. {% hint style="info" %} Tip: Connect or create your Partner Program to publish it in Sharkdom’s Discover marketplace {% endhint %}

# Method 1: Create an Internal Partner Program Create and publish a partner program directly in Sharkdom.

# Method 2: Connect your Existing Partner Program Already running a partner program through Google Forms? Connect it to Sharkdom and automatically sync partner submissions to your dashboard.

# Link Tracking Get started with referral program {% hint style="info" %} Tip**:** Sharkdom is more than just a partner onboarding platform {% endhint %} 📌 Maintaining current

💡 # Overview Create your first referral program with our step-by-step tutorial.

# Step 1: Create a Partner Program Create your first referral program by watching the introductory tutorial to learn how to use it.

# Step 2: Configure a Partner Program Configure your partner program by defining its settings, referral rules, and other program requirements.

# Step 3: Track Performance Track referrals, customer sign-ups, impressions, leads, and conversions from your partner program.

# Signing Get started with partnership agreement signing {% hint style="info" %} T**ip:** Zoho Sign is a secure digital signature and workflow automation platform . Digitally signed documents are legally valid and recognized under the provisions of the Indian Information Technology Act, 2000 (IT Act). {% endhint %} 📌 Keep track of all your partnership documents and initiate signing via Zoho Sign

💡 You don’t need to connect your Zoho Sign account to use this feature. # Step 1: Initiate Signing Upload your MOU, NDA, or other partnership document and choose how you want to proceed with the signing process.

# Step 2: Continue Signing Add the required company stamp and signing details to the document, then send it for signature. Sharkdom’s webhook automatically captures the signed document and makes it available for download. *->* Drag and drop your company stamp, then proceed with signing. Sharkdom Webhook automatically captures the signed document and makes it available for download.

# Affiliate Program (Beta) Get started with affiliate program {% hint style="info" %} Tip: The Affiliate Program is currently available only to existing users and will be made available to other companies soon. {% endhint %} {% embed url="" %} # Overview Learn how to navigate Affiliate Tracking and monitor your affiliate earnings, payouts, and transaction history. Navigate to 'Affiliate Tracking' section

# Settings Manage your company, team, billing, notifications, and account preferences. {% hint style="info" %} T**ip:** Sharkdom is more than just a partner onboarding platform {% endhint %}

# Currency Change Manage your preferred currency and conversion settings {% hint style="info" %} Tip: Choose a billing currency that matches your business operations to simplify transactions and reporting. {% endhint %}

# Roles Define team roles and control access to Sharkdom features and data.

# Table customization & Permissions Customize table views and manage granular access permissions for your team. {% embed url="" %} # Razorpay Tracking Step 1 : **Configure Webhook on Sharkdom** 1. **Log in** to your Sharkdom Dashboard. 2. **Navigate** to:\ `Settings > Integrations > Webhooks` 3. **Select** Razorpay from the list of supported integrations. 4. **Copy** the production webhook URL displayed in the dashboard. ## Step 2 **: Set Up the Webhook in Razorpay** 1. **Log in** to your Razorpay dashboard. 2. On the left sidebar, go to **"Settings"** and click **"Webhooks"** under **"Developers"**. 3. Click **“+ Add New Webhook”**. 4. In the **Webhook URL** field, paste the URL copied from your Sharkdom dashboard. 5. In the **Secret** field, enter a unique secret key (you will use this later to validate webhook payloads). 6. **Select events** you want Razorpay to send to Sharkdom ( `payment.captured`,`payment.authorize,payment.succeeded`). 7. Click **"Create Webhook"**.
## Step 3 **: Test the Webhook** 1. Trigger a payment event in Razorpay ( test payment or subscription creation). 2. Verify that the webhook is received by Sharkdom and is logged in the **Webhook Activity** section.
## Step 4 **: Payment Identification in Sharkdom** 1. Sharkdom identifies customers by matching the `customer_key` provided in Razorpay’s webhook payload. 2. Ensure you send the `customer_key` in the Razorpay **metadata** when creating payments. ## Step 5 **: Confirm Integration** 1. Ensure Sharkdom receives webhook events consistently. 2. Payments should now be tracked and attributed to partners on Sharkdom automatically. # Get Webhook # Setup Webhook in Razorpay ## Step 2 **: Set Up the Webhook in Razorpay** 1. **Log in** to your Razorpay dashboard. 2. On the left sidebar, go to **"Settings"** and click **"Webhooks"** under **"Developers"**. 3. Click **“+ Add New Webhook”**. 4. In the **Webhook URL** field, paste the URL copied from your Sharkdom dashboard. 5. In the **Secret** field, enter a unique secret key (you will use this later to validate webhook payloads). 6. **Select events** you want Razorpay to send to Sharkdom ( `payment.captured`,`payment.authorize,payment.succeeded`). 7. Click **"Create Webhook"**.

# Test Webhook # Identifying Payments # Confirmation # Slack Connect Slack with Sharkdom to receive real-time partnership notifications and workflow updates directly in your Slack workspace. [![Add to Slack](https://platform.slack-edge.com/img/add_to_slack.png)](https://slack.com/oauth/v2/authorize?client_id=8067968886932.8065511222946\&scope=channels:join,channels:read,incoming-webhook\&user_scope=channels:read,chat:write) {% hint style="info" %} This app uses AI to generate responses. While we aim for accuracy, responses may be incomplete or incorrect. Please review and verify important information. You can check our [privacy policy](https://sharkdom.com/privacy-policy) here. {% endhint %} ### How to Configure and Use the Slack Integration with Sharkdom #### Overview The Sharkdom Slack App allows you to receive real-time partnership enquiry alerts, proposal notifications, and workflow updates directly within your Slack workspace. This helps your team stay aligned and respond faster to partnership opportunities. ### How to Connect Slack to Your Sharkdom Account 1. **Log in to Sharkdom**\ Sign in using your Sharkdom account credentials. 2. **Navigate to "My Apps"**\ From your Sharkdom dashboard, go to the **"My Apps"** section. 3. **Connect Slack**\ Click the **"Connect Slack"** button. 4. **Choose Your Workspace**\ Select the Slack workspace where you want to receive notifications. 5. **Select Your Preferred Channel**\ After authorizing, you will be asked to select the specific channel (public or private) where Sharkdom updates will be posted. 6. **Complete Authorization**\ Follow the Slack OAuth authorization prompts to grant the necessary permissions. ### How This Integration Works * **Enquiry Notifications**\ When a partner submits a proposal or enquiry through Sharkdom, an automated message will be sent to your selected Slack channel. * **Broadcast Messages**\ Important partnership updates, such as shared opportunities, referral program notifications, or key account overlaps, will trigger Slack messages automatically. * **Event-Based Alerts**\ Notifications are triggered only by specific actions, such as when a partner sends a proposal or when there is an update to a partnership opportunity ### Supported Scenarios | Trigger Action | Slack Behavior | | ------------------------------------- | -------------------------------------------------------- | | Partner sends a proposal | Sharkdom bot posts an alert in the chosen Slack channel. | | Referral program enquiry is submitted | Notification message is posted automatically. | | Workflow status update | Relevant Slack channel receives an update. | *** ### Why Integrate Slack with Sharkdom? * **Easy Setup:** Quickly integrate your existing CRM and Slack for seamless collaboration with partners. * **Real-Time Analytics:** Access up-to-date analytics on shared opportunities and account overlaps within Slack. * **Automated Notifications:** Set up automated Slack alerts to keep your team informed about important partnership updates. * **Custom Reporting:** Generate detailed reports on partner performance and opportunity outcomes directly from the platform. Note: This Slack app does not send messages as the user. All notifications are posted by the Sharkdom Bot (**@SharkdomApp**) to the channel selected during setup. The bot does not require manual channel membership because the `chat:write.public` scope is used for messaging.

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# Zoho CRM Sync your pipeline between Zoho CRM and Sharkdom ![](https://3954960519-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FadTM8GarVeiEakkopgTw%2Fuploads%2FmC8IwU7PYoYD3rwL20tz%2Fswsdcdc.png?alt=media\&token=769a2a61-7e27-4888-8e7b-1aee1f5c7ad2) While we aim for accuracy, responses may sometimes be incomplete. Please review and verify important information.\ You can check our [privacy policy](https://sharkdom.com/privacy-policy) here ### How to Configure and Use Zoho CRM with Sharkdom **Overview** Sharkdom allows you to sync your customers, deals, and contact pipeline from Zoho CRM to Sharkdom, keeping all your partner data in one place. Any actions taken in Zoho CRM will automatically sync with Sharkdom, depending on how frequently you want the data to be synced. #### How to Connect Zoho CRM to Your Sharkdom Account 1. **Log in to Sharkdom**\ Sign in using your Sharkdom account and navigate to **"My Integrations."**

2. **Connect Your Zoho CRM**\ Select Zoho CRM from the integrations and log in to your Zoho CRM account.

3. **Click on "Map Fields"**\ *(If your Zoho CRM app is not connected, you may see "Connect CRM" instead.)* Allow Sharkdom permission to read and save pipeline data for Account Mapping. **Note:** Sharkdom does not have any control over this pipeline syncing. The client who imports the data remains the sole owner of this data. Sharkdom only displays relevant fields to your partners with common opportunities.

4. **Choose the Pipeline Data You Want to Import**\ Choose the contacts, companies, and deals that you want to import into Sharkdom. If you are doing this for the first time, the initial import may take some time.

# Zoho Webhook Configure webhooks to sync data between Zoho CRM and Sharkdom. {% hint style="info" %} Note: This feature is available only with eligible paid Zoho CRM plans. {% endhint %}

# Zoom App Guide Get started with the Sharkdom Zoom App and connect your Zoom account to manage partner meetings and collaboration.

{% hint style="info" %} You can check our [privacy-policy](https://sharkdom.com/privacy-policy) here. {% endhint %} ### How to Use the Sharkdom Zoom App The Sharkdom Zoom App lets you schedule meetings, connect with partners, and collaborate directly from your Zoom account. Here’s a step-by-step guide to help you get started. **Step 1: Install the Sharkdom Zoom App** 1. Go to the Zoom App Marketplace and search for Sharkdom. 2. Click **Install**. 3. Grant the necessary permissions when prompted.
**Step 2: Connect Your Zoom Account to Sharkdom** 1. Log in to your Sharkdom dashboard. 2. Navigate to **My Apps > Zoom**. 3. Click **Connect Zoom** — you’ll be redirected to Zoom’s authorization page. 4. After granting access, your Zoom account will be connected to Sharkdom. **Step 3: Schedule a Meeting with a Partner** 1. Go to any startup or partner profile on Sharkdom. 2. Click **Schedule Meeting via Zoom**. 3. Enter the meeting topic, time, and duration. 4. Click **Create Meeting** — the Zoom meeting link will be automatically generated and sent to both parties. **Step 4: Use the Sharkdom App Inside a Zoom Meeting** If enabled, you can use the in-meeting Sharkdom Zoom App to: 1. Access shared documents 2. View partner profiles 3. Collaborate in real time Simply click **Apps > Sharkdom** in your Zoom meeting to open the app. **Step 5: Uninstall or Disconnect the App** To disconnect your Zoom account from Sharkdom: 1. Go to **Your Sharkdom Dashboard > My Apps > Zoom**. 2. Click **Disconnect**. To uninstall the app entirely: 3. Go to the Zoom App Marketplace. 4. Find Sharkdom, click **Uninstall**, and confirm. ### Your Data & Security We do not store any personal data from Zoom. We store only Zoom meeting metadata (topic, time, and meeting link), which is encrypted in our database and used for scheduling purposes. For more details, see our **Privacy Policy**. \ \

# HubSpot Connect HubSpot with Sharkdom to sync your CRM data and manage partner deals and opportunities.

{% hint style="info" %} You can check our [privacy policy](https://sharkdom.com/privacy-policy) here {% endhint %} {% embed url="" %} ### How to Connect HubSpot to Sharkdom **Step 1: Go to "My Apps" in Sharkdom** * **Log in to Sharkdom:** [https://www.sharkdom.com](https://www.sharkdom.com?utm_source=chatgpt.com) * From the left-side menu, navigate to **My Apps**. **Step 2: Select Your Data Source** * In **My Data**, under **Data Source**, click **Connect** under HubSpot. * A pop-up will appear asking you to choose your data source. * Select **HubSpot** and click **Connect**. **Step 3: Authorize Sharkdom to Access Your HubSpot Account** * You will be redirected to the HubSpot authorization page. * **Log in** with your HubSpot admin credentials. * Review and grant the necessary permissions. * Click **Connect App** to complete the authorization. **Note:**\ We use a secure OAuth process. Sharkdom does not access your HubSpot data without your permission.
#### What Happens After Connection? Once your HubSpot account is connected: **1. Sync Leads to HubSpot CRM** * Leads generated through Sharkdom's Partner Programs will be automatically pushed into your HubSpot CRM as new contacts. * This helps you manage your partner relationships more effectively. **2. Import Customer Contacts to "My Data"** * You can pull your existing HubSpot contacts into Sharkdom. * These contacts will be shown in the **My Data** section. * You can segment them and use Sharkdom's **Customer Persona Overlap** tool to generate valuable insights. **3. Partner Field Mapping** *(Map Opportunities Against Target Accounts)* * When importing data, you will be asked to map HubSpot fields, such as **Name, Company, and Email**, to Sharkdom properties. * Sharkdom automatically suggests the best mappings, but you can manually adjust them. #### Mandatory and Optional Fields | Field Type | Fields | | -------------------------- | ------------------------ | | **Mandatory** | Name, Website | | **Optional (Recommended)** | Industry, Contact Number | Capturing these fields ensures better partner recommendations and customer matching. #### Benefits of HubSpot Integration with Sharkdom * **Seamless Sync:** Connect once, and all your customer updates flow automatically. * **Customer Overlap:** Instantly analyze overlaps between your customer base and potential partners. * **Lead Management:** Manage your partner leads directly inside HubSpot. * **No Coding Required:** Easy setup with just a few clicks. #### Troubleshooting If you face any issues connecting, make sure: * You have HubSpot admin access. * You accept all requested permissions during the OAuth process. * Your HubSpot account is active and not an expired trial. If the issue persists, contact us at . # Pipedrive Connect Pipedrive with Sharkdom to manage your deals and keep your partner pipeline organized.

{% hint style="info" %} You can check our [privacy policy](https://sharkdom.com/privacy-policy) here {% endhint %} ### Guide to Using Pipedrive at Sharkdom #### Accessing Pipedrive 1. **Log in:** Visit the Pipedrive website and log in using your Sharkdom credentials 2. **Navigation:** Familiarize yourself with the dashboard and navigation menu. #### Integrating Pipedrive 1. **Integration:** Ensure your Pipedrive account is set up as specified. Refer to your Pipedrive admin access instructions. 2. Connect Pipedrive by going to **Settings** and configuring the integration with Pipedrive. #### Managing Deals Creating Deals * Go to the **"Deals"** tab. * Click **"Add Deal"** and fill in the details. #### Customizing Your Pipeline Personalize deal stages to fit Sharkdom's processes. Adjust pipeline settings in the **"Settings"** menu under **"Pipeline Management."** #### Reporting Access reporting tools via the **"Insights"** tab. Generate custom reports to analyze sales performance. #### Support If you encounter any issues, reach out to [**support@sharkdom.com**](mailto:support@sharkdom.com) for assistance. Remember to ensure that all requested permissions are accepted during the setup process.
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