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PartnerPortal.io logo

PartnerPortal.io Integrations

Sales & CRM

Put PartnerPortal.io to work with AI and enterprise-grade automation

Automate smarter with PartnerPortal.io and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Or pick an app to pair with
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Integrate Attio with PartnerPortal.ioIntegrate Attio with PartnerPortal.io
Attio
CRM (Customer Relationship Management)
Integrate Mercury Connect with PartnerPortal.ioIntegrate Mercury Connect with PartnerPortal.io
Mercury Connect
CRM (Customer Relationship Management)
Integrate Attio with PartnerPortal.ioIntegrate Attio with PartnerPortal.io
Attio
CRM (Customer Relationship Management)
Integrate Mercury Connect with PartnerPortal.ioIntegrate Mercury Connect with PartnerPortal.io
Mercury Connect
CRM (Customer Relationship Management)
Integrate Attio with PartnerPortal.ioIntegrate Attio with PartnerPortal.io
Attio
CRM (Customer Relationship Management)
Integrate Mercury Connect with PartnerPortal.ioIntegrate Mercury Connect with PartnerPortal.io
Mercury Connect
CRM (Customer Relationship Management)

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Launch your first automated workflow

  • Create PartnerPortal.io leads from new Typeform entries

    • Typeform logo
    • PartnerPortal.io logo
    Typeform + PartnerPortal.io
  • Create new leads in PartnerPortal.io for each new form submission in Squarespace Forms

    • Squarespace Forms logo
    • PartnerPortal.io logo
    Squarespace Forms + PartnerPortal.io
  • Create new leads in PartnerPortal.io from new rows in Google Sheets

    • Google Sheets logo
    • PartnerPortal.io logo
    Google Sheets + PartnerPortal.io
  • Create leads in PartnerPortal.io from new deals in HubSpot

    • HubSpot logo
    • PartnerPortal.io logo
    HubSpot + PartnerPortal.io
  • Create PartnerPortal.io leads from new Typeform entries

    • Typeform logo
    • PartnerPortal.io logo
    Typeform + PartnerPortal.io
  • Create new leads in PartnerPortal.io for each new form submission in Squarespace Forms

    • Squarespace Forms logo
    • PartnerPortal.io logo
    Squarespace Forms + PartnerPortal.io
  • Create new leads in PartnerPortal.io from new rows in Google Sheets

    • Google Sheets logo
    • PartnerPortal.io logo
    Google Sheets + PartnerPortal.io
  • Create leads in PartnerPortal.io from new deals in HubSpot

    • HubSpot logo
    • PartnerPortal.io logo
    HubSpot + PartnerPortal.io
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • PartnerPortal.io triggers, actions, and search
        Lead Created

        Triggers when a lead is created.

        Trigger
        Instant
        Try It
      • PartnerPortal.io triggers, actions, and search
        Partner Created

        Triggers when a partner is created (invited or registered).

        Trigger
        Instant
        Try It
        • Lead ID
          Required
        • Comment
          Required
        Action
        Write
        • Lead ID
          Required
        Action
        Write
      • PartnerPortal.io triggers, actions, and search
        Partner Updated

        Triggers on any change to a partner, including when a partner is approved (status becomes active). It fires on every edit — not only the moment of approval — so add a Filter step on the status field to narrow to active partners. Best paired with an idempotent action (e.g. upserting a CRM record).

        Trigger
        Instant
        Try It
        • Hidden on purpose
        Action
        Write
        • Partner Company Name
          Required
        • Partner Domain
          Required
        • Owner First Name
          Required
        • Owner Last Name
          Required
        • Owner Email
          Required
        • Owner Phone
          Required
        • PayPal Email
        Action
        Write

      For builders

      Let your AI safely access PartnerPortal.io

      Go beyond Zap workflows. Install Zapier in your AI to call PartnerPortal.io actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in PartnerPortal.io from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Add Comment to Lead
      • Create Lead

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose PartnerPortal.io actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a PartnerPortal.io connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "partnerportalio", owner: "me" });
      
      await zapier.runAction({
        app: 'partnerportalio',
        action: 'LeadAddComment',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      PartnerPortal.io Help & Support

      Common questions

      partnerportalio logo
      About PartnerPortal.io
      PartnerPortal.io is a self-serve PRM platform designed to help you launch and grow a custom partner program. Formalize and scale partnerships with ease.
      Related categories

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      • Filter by Zapier
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      Popular PartnerPortal.io Integrations