The Ambivo Partner Portal is a free, open lead exchange platform that enables seamless collaboration between businesses (tenants) and their partners (lead aggregators, referral networks, affiliates).
Key Benefits
100% Free - No subscription fees for tenants or partners
No Vendor Lock-in - Use any CRM on either side
Transparent - Real-time status tracking for all leads
Flexible - Configurable fields, webhooks, and workflows
How It Works
Partner checks for duplicates before submitting
Partner pushes lead to the portal
Tenant Admin reviews and accepts/rejects leads
Tenant Admin imports accepted leads to CRM
Both track performance and commissions
Security & Compliance
At Ambivo, we take the security of your data seriously. The Partner Portal is built with enterprise-grade security measures to protect your information.
Data Protection
Encryption in Transit - All data transmitted between your browser and our servers is encrypted using TLS 1.2+ (HTTPS)
Encryption at Rest - Sensitive data is encrypted when stored in our databases
Secure Authentication - JWT-based token authentication with automatic expiration
IP Whitelisting - Optional IP restrictions for partner API access
Compliance & Certifications
TAC CASA Tier 2 Compliant - Ambivo meets the Cloud Application Security Assessment (CASA) Tier 2 requirements established by the App Defense Alliance
SOC 2 Practices - We follow SOC 2 security principles for data handling
GDPR Ready - Data handling practices aligned with GDPR requirements
Transparency
Real-time Status Tracking - Partners can see exactly where their leads are in the pipeline
Audit Trail - All lead status changes are logged with timestamps
Open API - Full API documentation available for integration verification
No Hidden Fees - 100% free platform with no surprise charges
Your Data, Your Control
We believe in data ownership. You maintain full control over your leads and can export your data at any time. We never sell or share your data with third parties.
For Partners
No Ambivo account required! You just need credentials from your tenant partner.
Getting Started
Receive your Partner ID and Access Code from the tenant
Log in using the Partner Login tab
Start pushing leads and tracking their status
Features Available to You
Dashboard - View analytics: total pushed, pending, accepted, rejected, imported
Lookup - Check if a person exists before pushing (avoid duplicates)
Push Lead - Submit new leads with customizable match preferences
My Pushed - Track all your submitted leads and their status
API Docs - Integrate programmatically using REST APIs
Commission Tracking - View estimated commissions from closed deals
Lead Expiration
When pushing leads, you can optionally set an expiration date. If the tenant does not accept or reject the lead by this date, the lead will expire and be marked as such. This is useful for time-sensitive leads or promotions.
No Vendor Lock-in
You can push leads from any system using our simple REST APIs. No need to change your existing lead management tools.
Lead Status Flow
Pending →
Accepted →
Imported
Or: Pending → Rejected (with reason)
For Tenant Admins
Start for free! Create an Ambivo account to manage unlimited partners at no cost.
Ambivo CRM - Import leads directly into Ambivo (default)
External CRM - Configure a webhook to send leads to your own CRM (Salesforce, HubSpot, etc.)
External Duplicate Check
Configure a duplicate check callout to verify leads against your own CRM instead of Ambivo. This enables full CRM flexibility.
Lead Workflow
Partner pushes lead
↓
Lead enters buffer (Pending)
↓
Admin reviews & accepts
↓
Admin imports to CRM
Licensing & Terms of Use
Platform License
Ambivo provides the Partner Portal as a free platform to facilitate lead exchange between tenants (businesses) and their partners (lead aggregators, referral networks, affiliates). By using this portal, you agree to Ambivo's Terms of Use and Privacy Policy.
Important Notice
Ambivo acts solely as a technology platform provider. The actual terms, conditions, commissions, and obligations governing the business relationship between Tenants and Partners are the sole responsibility of those two parties.
Ambivo does not:
Guarantee lead quality, accuracy, or conversion rates
Enforce payment terms or commission agreements between parties
Mediate disputes between Tenants and Partners
Provide legal, financial, or business advice
Your Responsibilities
Tenants are responsible for establishing clear partner agreements, defining commission structures, and honoring commitments to their partners
Partners are responsible for ensuring lead quality, complying with applicable laws (including consent and data privacy), and adhering to tenant requirements
Both parties should maintain their own written agreements independent of this platform
Data Usage
Lead data submitted through the portal is processed according to the tenant's configuration and Ambivo's Privacy Policy. Partners should ensure they have appropriate consent to share lead information.
Limitation of Liability
Ambivo provides this platform "as is" without warranties of any kind. Ambivo shall not be liable for any damages arising from the use of this platform or from business arrangements between Tenants and Partners.
Check if a person already exists before pushing a lead.
Exists:-
Name:-
Active (30 days):-
Push New Lead
Submit a new lead to the tenant.
API Documentation
Use these endpoints to integrate programmatically. Click "Try It" to test with your token.
Authentication
All API requests require the Authorization header with your partner token.
Authorization: Partner YOUR_TOKEN
Person Lookup
Check if a person exists in the system (for duplicate detection).
POST /crm/partner/lookup
Push Lead
Submit a new lead to the tenant.
POST /crm/partner/push
Match Preferences (optional):
Get Pushed Leads
Retrieve status of leads you've pushed.
GET /crm/partner/pushed
Get Analytics
Get statistics on your pushed leads.
GET /crm/partner/analytics
Get Leads
Get leads filtered by your allowed marketing sources.
GET /crm/partner/leads
Get Contacts
Get contacts filtered by your allowed marketing sources.
GET /crm/partner/contacts
Settings
API Credentials
-
-
Allowed Marketing Sources
Loading...
Permissions
Loading...
Display Settings
When enabled, lead names and emails in "My Leads" will be masked (e.g., "J*** D***", "j***@***.com") until the lead status is "accepted" or "imported". This is a client-side setting stored in your browser.
Partner Leads Overview
0
Total Leads
0
Pending Review
0
Accepted
0
Imported
0
Rejected
By Partner
Partner
Total
Pending
Imported
Loading...
Partner Leads
0 selected
Partner
Name
Email
Phone
Match Criteria
Comments
Description
Status
Expires
Date
Actions
Loading...
Configured Partners
Partner Name
Partner ID
Status
Auto Accept
Can Push
Sources
Actions
Loading...
Settings
Webhook to Trigger Lead Import
Configure a webhook to transfer partner leads to a third-party CRM or external repository when importing.
Note: When enabled, the standard import to Ambivo CRM will be bypassed. Leads will be sent to your designated endpoint instead.
Enter headers as JSON object
Use {{field_name}} for placeholders. Available: id, name, email, phone, partner_id, lead_source, description
Add New Partner
Partner Created Successfully
Save these credentials now. The access code cannot be retrieved later.
