What Is LinkTrust Pipeline and How Does It Integrate with Your CRM?

What Is LinkTrust Pipeline?

Our Lead Pipeline feature makes it easy to manage your leads throughout their entire lifecycle by syncing with the stages in your CRM, keeping your publishers and referral partners informed and allowing payout on micro KPI’s enabling you to push payments further down the funnel. 

Pipeline is perfect for long sales cycles frequently seen in the B2B and some B2C scenarios. Compensating a publisher or referral agent becomes easier to track on multiple levels like when a lead is initially submitted versus when the lead closes. Pushing the main payout event to the end of the sales cycle incentivizes lead quality. 

Imagine each lead’s journey as a multi-stage road—each segment representing a phase from initial capture to closing the sale, all cycles vary and may have few or many stages to track—either way visualizing this allows us to:

• Identify bottlenecks – understanding where leads are getting stuck.
• Prioritize efforts – so we can allocate resources where they’ll make the biggest impact.
• Measure results – clear data enables continuous optimization.

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‍Where Can LinkTrust Pipeline be Applied?

Pipeline isn’t just for sales – it can be applied across many teams and companies:

• Marketing – identify which campaigns generate the most qualified leads, sales and AOV.
• Support and Customer Success – detect at-risk clients or those ready to expand.
• Partners and Affiliates – monitor where leads are in the sales process.

What Companies Benefit from LinkTrust Pipeline?

B2B Companies – LT Pipeline allows referral partners to easily track leads throughout long sales cycles. Companies can also communicate with partners through the partner portal where they can post new promotional material and provide tracking links and QR codes. Pipeline empowers those in the B2B space to accelerate their partner programs, eliminating spreadsheet and manual communication. 

B2C Lead Companies – B2C companies with long sales cycles will benefit from LT Pipeline by moving payouts further down the sales funnel reducing lead risk while providing publishers the transparency needed to stay engaged.

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The 8 Essential Stages

Although each business may adapt its funnel based on its needs, below we show you the most common stages. 

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‍How Does LT Pipeline Integrate Your CRM?

Implementing a pipeline in LinkTrust is a streamlined and fully customizable process. The platform connects with your CRM and other systems via APIs and webhooks. Here’s how it works, step by step:

Initial Lead Capture and Distribution

When a lead registers (e.g., via a form in your LeadGen campaign), LinkTrust receives and distributes it automatically based on your business rules (payouts, assignments, validations).

If you have multiple delivery paths, you can enable the "All the time" option so a lead continues flowing to additional channels, even if it has already been previously accepted.

Two-Way Sync with Your CRM

Each time a lead progresses to a new stage in your CRM (Salesforce, HubSpot, Dynamics, etc.), an API call notifies LinkTrust of the status change. For example, when a rep schedules a call, your CRM sends a “Lead contacted” message, updating the LinkTrust stage to "First Contact."

Conversely, if you manually move a lead from one stage to another within LinkTrust, a configured webhook can send a notification back to your CRM—keeping both systems aligned at all times.

Stage Configuration and Rules

In the Pipelines section of LinkTrust, you can define each stage (Capture, Qualification, Demo, Proposal, Negotiation, Closing, etc.) and set whether the order is mandatory or flexible.

Each stage can have a specific payout or a set of commissions triggered when the milestone is reached.

Real-Time Reporting and Monitoring

Once integrated, LinkTrust dashboards display in real time how many leads are in each stage, conversion rates, and average advancement times.

One important thing to highlight is that affiliates have access to detailed pipeline reports, allowing them to see what stage of the sales process each lead is in. 

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Conclusion

Thanks to this API + webhook architecture, LinkTrustPipeline becomes the nerve center of your LeadGen process, ensuring that every step in the opportunity journey is logged, automated, and fully trackable—for both your internal team and your affiliates.

Although every business and pipeline is unique we'll support you throughout the implementation with personalized guidance. Connect with one of our product specialists and power up your own partner pipeline!

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