Instant Intake
Auto-capture partner submissions from forms or emails and log them in your preferred CRM or spreadsheet.
- Partner Automation
- Partner Collaboration
Partner Collaboration
Partner Collaboration automations centralize incoming partnership requests, proposals, and communications so nothing slips through the cracks. Zapier instantly files form submissions, notifies the right teammates, and spins up projects and documents for every opportunity. The result is faster partner response times, clearer ownership, and a scalable collaboration pipeline.
Seamless Notifications
Alert relevant team members the moment a new request arrives to ensure quick, coordinated follow-ups.
Proposal Generation
Automatically create and share tailored partnership proposals or project boards based on submission details.
Featured use cases
Automatically send timely confirmations and follow-up messages to partners based on key events to ensure consistent engagement and save manual effort.
+ moreAutomatically capture partner inquiries, alert your team instantly, and store request data in your systems for streamlined collaboration.
+ moreAutomatically capture, log, and notify your team about partnership requests to ensure fast, organized handling and full visibility.
+ moreAutomate real-time notifications on partnership activities across tools to keep teams informed and responsive.
+ moreInstantly create and send personalized partnership proposals upon incoming requests, speeding up collaboration and reducing manual work.
+ moreAutomate partnership project workflows end-to-end—from capturing inquiries to outreach, task creation, and document organization—so teams can focus on relationship building.
+ more