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Crossbeam + Kiflo PRM Integrations

How to connect Crossbeam + Kiflo PRM

Zapier lets you send info between Crossbeam and Kiflo PRM automatically—no code required.

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Supported triggers and actions

What does this mean?
  • Crossbeam triggers, actions, and search
    Get Overlaps From Report
    Retrieve overlaps from a given report you saved on Crossbeam
    Action
    Search
  • Crossbeam triggers, actions, and search
    Partner Records Search by Record Type and ID
    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.
    Action
    Search
  • Crossbeam triggers, actions, and search
    Records Search by Domain
    Search your Crossbeam records for a specific domain
    Action
    Search
  • Crossbeam triggers, actions, and search
    Record Search by ID
    Search your Crossbeam records for a specific Record ID
    Action
    Search
  • Crossbeam triggers, actions, and search
    Records Search by Email
    Search your Crossbeam records for a specific email
    Action
    Search
  • Kiflo PRM triggers, actions, and search
    Contact Added
    Triggers when a new contact is added.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Contact Updated
    Triggers when a property on an existing contact is updated.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Customer Added
    Triggers when a new customer is added.
    Trigger
    Instant
  • Kiflo PRM

    Triggers when a new customer is updated.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new deal is accepted.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new deal is added.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new note is added on a deal.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a deal moves to a new stage.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new deal is refused.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a property on an existing deal is updated.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new lead is accepted.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new lead is added.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new note is added on a lead.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new lead is refused.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new lead is updated.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a partner application is accepted.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new partner application is added.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a partner application is rejected.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new note is added on a partner.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a partner moves to a new onboarding stage.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new partner is updated.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a partner as added to a new program level.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new reward is created.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new transaction is added.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new transaction is updated.

    Instant

    Trigger

  • Kiflo PRM

    Create a new channel conflict.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new contact.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing contact.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new customer.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing customer.

    Scheduled

    Action

  • Kiflo PRM

    Adds a partner with his role on an existing deal.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new deal.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing deal.

    Scheduled

    Action

  • Kiflo PRM

    Accepts a lead.

    Scheduled

    Action

  • Kiflo PRM

    Converts a lead to a customer.

    Scheduled

    Action

  • Kiflo PRM

    Converts a lead to a deal.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new lead.

    Scheduled

    Action

  • Kiflo PRM

    Refuses a lead.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing lead.

    Scheduled

    Action

  • Kiflo PRM

    Accept a new partner application.

    Scheduled

    Action

  • Kiflo PRM

    Reject a new partner application.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new partner.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing partner.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new transaction.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing contact.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing customer.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing deal.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing lead.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing partner application.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing partner.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing transaction.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Contact or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Customer or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Deal or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Lead or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Partner or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Transaction or creates a new one.

    Scheduled

    Action

How Crossbeam + Kiflo PRM Integrations Work

  1. Step 1: Authenticate Crossbeam and Kiflo PRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Crossbeam

A collection of Crossbeam Actions and Triggers to help support your partner ecosystem workflows.

Related categories

  • Business Intelligence
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About Kiflo PRM

Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels

Related categories

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