- Partner Automation
- Partner Collaboration
- Partnership Request Tracking
Process and track partnership requests
This automation streamlines the collection, logging, and team notification of incoming partnership requests by integrating data capture forms with a centralized database and communication channels. It ensures all inquiries are instantly recorded, categorized, and routed to the right stakeholders without manual handoffs. As a result, teams gain full visibility into request status, reduce response times, and maintain an organized audit trail.
Filter by common apps:
Typeform
Kiflo PRM
HubSpot
freee
Webhooks by Zapier
PandaDoc
Close
Google Sheets
Gmail
Slack
Microsoft Dynamics 365 CRM
SMTP by Zapier
Wufoo
Email by Zapier
Notion
Dropbox Sign
- Capture form submissions, find or create partners in Kiflo PRM
- Create partner in freee when company is created or updated in HubSpot
Create partner in freee when company is created or updated in HubSpot
- Create and send partnership agreement in PandaDoc, log event in Close
Create and send partnership agreement in PandaDoc, log event in Close
- Capture new partnership inquiries, check existing records, send personalized emails, and notify team members
Capture new partnership inquiries, check existing records, send personalized emails, and notify team members
- Create and send partnership agreement in PandaDoc from new HubSpot contact
Create and send partnership agreement in PandaDoc from new HubSpot contact
- Capture partnership requests, create leads in Microsoft Dynamics 365, and notify team via email
Capture partnership requests, create leads in Microsoft Dynamics 365, and notify team via email
- Notify relevant contacts about new partnership requests from Wufoo, and send personalized emails via Zapier
Notify relevant contacts about new partnership requests from Wufoo, and send personalized emails via Zapier
- Capture new partnership inquiries from Typeform, create a Notion item, notify team on Slack, and draft an email in Gmail
Capture new partnership inquiries from Typeform, create a Notion item, notify team on Slack, and draft an email in Gmail
- Initiate signature request in Dropbox Sign for new affiliate partner via Webhooks by Zapier
Initiate signature request in Dropbox Sign for new affiliate partner via Webhooks by Zapier