- Partner Automation
- Partner Management
- Real-time partner sync
Update partner information in a crm or partner management system based on new data or events
Automatically synchronizing partner data ensures your partner management system or CRM is always up to date without manual intervention, reducing errors and saving time. By capturing changes and new events instantly, you can maintain accurate records, improve partner relationships, and accelerate follow-up activities. Leveraging automation, teams stay aligned, avoid duplication of effort, and gain visibility into partner statuses in real time.
Filter by common apps:
Worksuite
Salesforce
Airtable
Google Sheets
Formatter by Zapier
Webhooks by Zapier
monday.com
MySQL
Slack
PartnerStack
Typeform
Filter by Zapier
Notion
Kiflo PRM
Pipedrive
HubSpot
- Create or update partner record in Salesforce from new partner in Worksuite
- Update Airtable records when partner information changes in Worksuite
Update Airtable records when partner information changes in Worksuite
- Update partner information in Webhooks from new Google Sheets row, and format data with Formatter
Update partner information in Webhooks from new Google Sheets row, and format data with Formatter
- Create project items in monday.com, and update records in Airtable when new contracts are approved
Create project items in monday.com, and update records in Airtable when new contracts are approved
- Notify team in Slack about new leads from MySQL and create customer in PartnerStack
Notify team in Slack about new leads from MySQL and create customer in PartnerStack
- Match service requests with partners in Notion and update partner database from Typeform
Match service requests with partners in Notion and update partner database from Typeform
- Manage partner information in Notion and Airtable based on updates
Manage partner information in Notion and Airtable based on updates
- Create and update sales deals and contacts in Pipedrive from Kiflo PRM
Create and update sales deals and contacts in Pipedrive from Kiflo PRM
- Create and update partner records in HubSpot from Kiflo PRM when application is accepted
Create and update partner records in HubSpot from Kiflo PRM when application is accepted