1.Monitors new intake records
Integrate Zapier Tables and intake tables to pull submission metadata and intake fields to centralize partner lead data.
Create and send partner-qualified leads from intake rows
Automatically monitor new record intake rows in Zapier Tables across partner and channel sales tools. Create and update partner leads via partner endpoint posts when qualified rows are added, matching criteria changes, or lead UID mapping completes—so you can validate, format, and route partner payloads without manual lead routing.
How this automation validates partner lead delivery
When new qualified rows land in your intake table, delays can stall partner response and reduce conversion. This automation filters qualifying records, formats partner payloads, posts to partner endpoints, and routes errors to ops—so your team can scale co-selling with confidence.
Zapier Tablesor swap with your favorite app
2.Filters to qualifying records
Integrate Filter by Zapier and qualification rules to continue only for qualifying records to route valid prospects forward.
Filter by Zapieror swap with your favorite app
3.Formats partner lead payload
Integrate Formatter by Zapier and data formatting to normalize date and phone formats to standardize partner lead fields.
Formatter by Zapieror swap with your favorite app
4.Posts lead to partner endpoint
Integrate Webhooks by Zapier and API requests to POST the JSON payload to your partner endpoint to create or match partner records.
Webhooks by Zapieror swap with your favorite app
5.Posts error details to ops webhook
Integrate Webhooks by Zapier and error routing to POST the lead UID and error details to your ops error webhook to accelerate triage.
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Flag and request co-sell approval for qualified deals
Your opportunities move into evaluation without a co-sell flag or summary, leaving partners uninformed and deals delayed. Add a co-sell summary and prompt approvals so partners are engaged same day.
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Post new co-sell opportunity details to sales ops channel
Your co-sell opportunities often lack visibility to account owners, leaving partner-led deals unattended. Get consistent, contextual alerts so reps can act on new opportunities same day.
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Send partner intros automatically for new deal submissions
Deal submissions missing a deck leave partners without context and stall intros. Attach the deck, notify matched partners, and log outreach so follow-ups happen same day.
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Update linked co-selling deal from changed deal record
Your linked deals go out of sync when a primary opportunity changes, leaving reps without current stage or status. Keep linked deals aligned so reps see up-to-date opportunity state same day.
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Explore all co-selling workflows automations
Accelerate partner collaboration with automated lead routing, deal updates, and handoff alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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
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Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.