Instant Alerts
Automatically notify internal teams and partners of submissions, next steps, and status changes to keep everyone aligned in real time.
- Partner Automation
- Partner Onboarding
Partner Onboarding
Zapier’s Partner Onboarding automations coordinate every step from initial submission to full activation. By connecting forms, CRMs, email, and project tools, you eliminate manual data entry and missed follow-ups. Partners get a smooth, timely experience while your team gains clear visibility into progress.
Seamless Tracking
Sync agreements, contact details, and project records across apps so information stays accurate and searchable without manual updates.
Consistent Journey
Generate welcome emails, checklists, and support tickets on cue to deliver a standardized, professional onboarding experience for every partner.
Featured use cases
Automatically sync and refresh partner contact records in your CRM using new lead data to maintain accurate and timely partner information.
+ moreAutomatically welcome new partners with personalized emails and create support tickets to streamline onboarding and support processes.
+ moreAutomate immediate team notifications for new partner submissions to ensure rapid response and seamless onboarding.
+ moreStreamline partner onboarding notifications and updates across channels to keep teams and partners aligned at every stage.
+ moreAutomate partner onboarding and agreement workflows to accelerate registrations, ensure timely signatures, and maintain organized records.
+ moreAutomate partner account creation and status updates in your CRM based on submission approvals.
+ more