Partnero + Salesforce

Add new Partnero partners as Salesforce contacts

Want to keep your Salesforce contact list up-to-date? Then activate this template, which automatically adds new contacts to your Salesforce account when new partners join your program on Partnero.

When this happens...
Partner CreatedTriggers when Partner is created.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Partnero and Salesforce

Discover other triggers and actions you can use with Partnero and Salesforce

Customer Created
Triggers when Customer is created.
Trigger
Instant
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Customer Deleted
Triggers when Customer is deleted.
Trigger
Instant
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Lead Converted
Triggers when Lead is converted.
Trigger
Instant
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Lead Submitted
Triggers when Lead is submitted.
Trigger
Instant
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Partner Archived
Triggers when Partner is archived.
Trigger
Instant
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Partner Deleted
Triggers when Partner is deleted.
Trigger
Instant
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Partner Updated
Triggers when Partner is updated.
Trigger
Instant
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Subscriber Created
Triggers when Subscriber is created.
Trigger
Instant
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Subscriber Rewarded
Triggers when Subscriber is rewarded.
Trigger
Instant
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Transaction Created
Triggers when Transaction is created.
Trigger
Instant
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- Partner Key
- Partner Id
- Partner Email
- Key
- Email
- Name
  Required
- Surname
Action
Write
- Referring Customer Id
- Referring Customer Key
- Id
- Key
- Email
- Name
  Required
- Surname
- Date of Birth
Action
Write
- Id
- Email
  Required
- Name
- TOS
- Marketing Consent
- Approved
- Referral Email
Action
Write
- Amount
  Required
- Is Currency
  Required
- Amount Units
  Required
Action
Write
- Id
- Email
Action
Write
- Key
  Required
Action
Write
- Id
- Email
- Updated Id
- Updated Key
- Updated Email
- Updated Name
- Updated Surname
Action
Write
- Key
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Customer Credited
Triggers when Customer is Credited.
Trigger
Instant
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Customer Updated
Triggers when Customer is updated.
Trigger
Instant
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Lead Rejected
Triggers when Lead is rejected.
Trigger
Instant
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Partner Approved
Triggers when Partner is approved.
Trigger
Instant
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Partner Created
Triggers when Partner is created.
Trigger
Instant
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Partner Rejected
Triggers when Partner is rejected.
Trigger
Instant
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Referred Subscriber Created
Triggers when Referred Subscriber is created.
Trigger
Instant
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Subscriber Deleted
Triggers when Subscriber is deleted.
Trigger
Instant
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Subscriber Updated
Triggers when Subscriber is updated.
Trigger
Instant
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Transaction Deleted
Triggers when Transaction is deleted.
Trigger
Instant
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- Id
- Key
- Email
  Required
- Name
  Required
- Surname
Action
Write
- Id
- Key
- Email
  Required
- Name
- Surname
- Date of Birth
Action
Write
- Customer Id
- Customer Key
  Required
- Transaction Key
- Transaction Amount
  Required
- Transaction Amount Units
- Transaction Action
  Required
Action
Write
- Key
  Required
Action
Write
- Id
- Email
Action
Write
- Key
- Id
- Updated Name
- Updated Surname
- Updated Email
- Updated Date of Birth
Action
Write
- Id
- Email
- Updated Id
- Updated Email
- Updated Name
- Updated TOS
- Updated Approved
- Updated Marketing Consent
- Updated Status
Action
Write
- Id
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Partnero

Partnero is a partnership management software with a focus on customizable program settings & partner experience.

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Marketing Automation

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier