Kiflo PRM Integrations

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HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

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Developer Tools, Zapier

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Jotform

Forms & Surveys

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Developer Tools, Zapier

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Filter by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Paths by Zapier

Developer Tools, Zapier

Pipedrive

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Filter by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Paths by Zapier

Developer Tools, Zapier

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Jotform

Forms & Surveys

Webhooks by Zapier

Developer Tools, Zapier

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Quickly automate Kiflo PRM integrations with Zapier's templates

Create Kiflo PRM transactions for new payments in Chargebee
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Chargebee + Kiflo PRM
Add new program-level Kiflo PRM partners to ActiveCampaign automations
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Kiflo PRM + ActiveCampaign
Update Mailchimp subscribers with new Kiflo PRM partners added to program levels
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Kiflo PRM + Mailchimp
Add new Stripe transactions to Kiflo PRM
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Stripe (Legacy) + Kiflo PRM
Create people in Pipedrive from new leads in Kiflo PRM
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Kiflo PRM + Pipedrive
Generate transactions in Kiflo PRM for new Xero payments
Premium
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Xero + Kiflo PRM

Create Kiflo PRM transactions for new payments in Chargebee

Chargebee + Kiflo PRM

Add new program-level Kiflo PRM partners to ActiveCampaign automations

Kiflo PRM + ActiveCampaign

Update Mailchimp subscribers with new Kiflo PRM partners added to program levels

Kiflo PRM + Mailchimp

Add new Stripe transactions to Kiflo PRM

Stripe (Legacy) + Kiflo PRM

Create people in Pipedrive from new leads in Kiflo PRM

Kiflo PRM + Pipedrive

Generate transactions in Kiflo PRM for new Xero payments

Premium

Xero + Kiflo PRM

Supported triggers and actions

What does this mean?

Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Trigger
Instant
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Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
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Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
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Deal Added
Triggers when a new deal is added.
Trigger
Instant
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Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
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Deal Updated
Triggers when a property on an existing deal is updated.
Trigger
Instant
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Lead Added
Triggers when a new lead is added.
Trigger
Instant
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Lead Refused
Triggers when a new lead is refused.
Trigger
Instant
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Partner Application Accepted
Triggers when a partner application is accepted.
Trigger
Instant
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Partner Application Rejected
Triggers when a partner application is rejected.
Trigger
Instant
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Partner Note Added
Triggers when a new note is added on a partner.
Trigger
Instant
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Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Trigger
Instant
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Payout Created
Triggers when a new payout is created.
Trigger
Instant
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Partner Added to Program Level
Triggers when a partner as added to a new program level.
Trigger
Instant
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Team Member Added
Triggers when a new team member is added to an existing partner.
Trigger
Instant
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Transaction Updated
Triggers when a new transaction is updated.
Trigger
Instant
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Create Contact
Creates a new contact.
Action
Write
- Source partner
- Source
Action
Write
- DealRequired
- Note
- Is note visible to partner?
Action
Write
- DealRequired
- CustomerRequired
Action
Write
- DealRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- LeadRequired
- Note
- Is note visible to partner?
Action
Write
- LeadRequired
Action
Write
- LeadRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- Create note onRequired
- ContentRequired
Action
Write
- Partner ApplicationRequired
Action
Write
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Write
- IDRequired
- Partner name
- Status
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
Action
Write
- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
Action
Write
- IDRequired
Action
Write
- Partner
- AmountRequired
- CurrencyRequired
- Reward typeRequired
- CommentRequired
Action
Write
- NameRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- EmailRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search or write
- Field to Search ByRequired
- Stage
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search ByRequired
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Search or write

Contact Added
Triggers when a new contact is added.
Trigger
Instant
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Customer Added
Triggers when a new customer is added.
Trigger
Instant
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Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
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Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
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Deal Refused
Triggers when a new deal is refused.
Trigger
Instant
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Lead Accepted
Triggers when a new lead is accepted.
Trigger
Instant
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Lead Note Added
Triggers when a new note is added on a lead.
Trigger
Instant
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Lead Updated
Triggers when a new lead is updated.
Trigger
Instant
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Partner Application Added
Triggers when a new partner application is added.
Trigger
Instant
Try It
Partner Added
Triggers when a new partner is added.
Trigger
Instant
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Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Trigger
Instant
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Partner Updated
Triggers when a new partner is updated.
Trigger
Instant
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Payout Status Changed
Triggers when a payout status has changed.
Trigger
Instant
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Reward Created
Triggers when a new reward is created.
Trigger
Instant
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Transaction Added
Triggers when a new transaction is added.
Trigger
Instant
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- Lead
- Deal
- NameRequired
- Source NameRequired
- Source URL
Action
Write
- IDRequired
Action
Write
- IDRequired
- Partner
Action
Write
- Deal IDRequired
- Partner IDRequired
- Role
- Source
- Use default rewards
Action
Write
- Stage
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Stage
- Currency
- Additional properties (Obsolete - Do not use)
Action
Write
- LeadRequired
Action
Write
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- Partner ApplicationRequired
- Has access to Kiflo?
Action
Write
- CertificationRequired
- Partner Team MemberRequired
- StatusRequired
Action
Write
- Partner IDRequired
- Onboarding Pipeline IDRequired
- Onboarding Stage ID
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
- Partner should validate rewards
- Partner should attach an invoice
Action
Write
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Write
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
- Source partner
- Source
Action
Search or write
- Field to Search ByRequired
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search ByRequired
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Search or write

About Kiflo PRM

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

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Related categories

Sales & CRM

Popular Kiflo PRM Integrations