Accelerate and scale partner sales with Zapier
Partner and channel sales automation connects your tools and triggers workflows across partner onboarding, partner deal registration, co-selling workflows, channel partner communication, and partner performance tracking.
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Explore partner and channel sales use cases
Partner and channel sales automation connects your tools and triggers real-time actions across partner onboarding, co-selling workflows, partner deal registration, and partner performance tracking. Build workflows that eliminate manual work and keep your entire sales stack in sync.
Partner performance tracking
Improve partner visibility with automated scorecard updates, pipeline alerts, and partner reporting
Partner onboarding
Accelerate partner activation with automated application routing, onboarding tasks, and CRM updates
Partner deal registration
Accelerate partner deal intake with automated registration capture, approval routing, and CRM updates
Co-selling workflows
Accelerate partner collaboration with automated lead routing, deal updates, and handoff alerts
Channel partner communication
Strengthen partner engagement with automated message routing, reply tracking, and follow-up alerts
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Transform your PRM with Zapier
Scale partner and channel sales with Zapier. Onboard partners, automate co-selling, and track partner performance—and that’s just the start.
Partner onboarding
Launch partners faster
Automate partner onboarding from first signup to sales readiness. Route submissions from forms into HubSpot or Salesforce, send Slack alerts, and assign follow-ups. New partners get activated faster with less manual setup.
Automated partner intake
Capture new partner applications from forms and create records in HubSpot or Salesforce automatically, so every prospect enters your PRM workflow fast.
Welcome email routing
Send welcome emails and route key onboarding details to Slack the moment a partner is approved, so no kickoff step gets missed.
CRM partner records
Create partner accounts in your CRM with contacts, company details, and source data attached, cutting manual entry for sales teams.
Partner task assignment
Assign onboarding tasks in Trello or Asana based on partner type, region, or tier, so every launch follows the right path.
Enablement status alerts
Alert sales teams when onboarding milestones stall or complete, giving partner managers real-time visibility into activation progress.
How it works
Partner and channel sales automation connects your tools, detects partner lifecycle events and deal activity, and triggers workflows automatically. Route deals, alert reps, and track partner performance in real time—without manually updating spreadsheets.
Step 1
Connect your tools
Integrate platforms like Salesforce, HubSpot, Slack, CRM systems, and partner portals to centralize partner data.
Step 2
Define triggers
Set conditions for partner onboarding, deal registration, co-sell requests, partner updates, or performance changes.
Step 3
Automate & measure
Route leads, send alerts, update records, and continuously track partner revenue improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.