1.Deal accepted
Integrate Kiflo PRM and partner onboarding tools to detect deal acceptance and pass contact email and deal name to the workflow.
Associate accepted partner deals to matching company records
Automatically monitors partner deals accepted across Kiflo PRM and sales CRM systems. Create and update company and deal associations when deals are acceptedβso you can link deals, enrich company records, and restore account context for finance without manual data entry.
How this automation restores account context
When a partner deal is accepted in Kiflo PRM, manual matching can delay the right account context for sales and finance. This automation finds contacts and companies in HubSpot, then creates company and deal associationsβso your team can restore context instantly.
Kiflo PRMor swap with your favorite app
2.Find contact by email
Integrate HubSpot and CRM data tools to find contacts by email, map matches, and continue only when the contact is found or created.
HubSpotor swap with your favorite app
3.Extract company domain
Integrate Formatter by Zapier and email parsing tools to extract a company domain from the contact email to support company lookup.
Formatter by Zapieror swap with your favorite app
4.Find company by domain
Integrate HubSpot and company directory tools to find companies by domain, create a company if none matches, and map the company domain.
5.Associate deal to company
Integrate HubSpot and CRM association tools to find or create deals by deal name and associate company and deal IDs.
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Create partner deal tracker rows from new deals
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Explore all partner deal registration automations
Accelerate partner deal intake with automated registration capture, approval routing, and CRM updates
Set up in minutes
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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!)
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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