1.Detects deal created in Channeltivity
Integrate Channeltivity and CRM data tools to capture deal payload details and key fields for the tracker row.
Create partner deal tracker rows from new deals
Automatically detect deal created events for partner deals across Channeltivity, Formatter by Zapier, and Google Sheets. Create and update when deal created, deal created date changes, or organization details resolve—so you can add tracker rows, format dates, and fill manager fields without manual spreadsheet work.
How this automation creates your partner deal tracker
When new partner deals are created, delays can leave pipeline records incomplete. This automation captures deal payloads, formats key dates, and adds mapped partner registration details to your Google Sheets—so your team can track registrations without manual updates.
Channeltivityor swap with your favorite app
2.Finds organization for manager data
Integrate Channeltivity and directory lookup tools to find organizations and map partner manager and region outputs.
3.Formats created date for the sheet
Integrate Formatter by Zapier and date formatting tools to convert the created date to MM/DD/YY for the date column.
Formatter von Zapieror swap with your favorite app
4.Adds mapped row to tracker worksheet
Integrate Google Sheets and spreadsheet tools to add a new partner deal row with dates, status, owner, and links.
Google Sheetsor swap with your favorite app
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.
3,4 Millionen Unternehmen vertrauen uns
Related automations
- Apps: Kiflo PRM, HubSpotSwap with your favorite apps.
Create CRM deals from partner-sourced portal deal records
Partner deals land in your partner portal without CRM links, leaving sales ops blind to new pipeline. It creates CRM deals and writes back the CRM ID so account managers act same day.
- Apps: HubSpot, Zapier Tables, Kiflo PRMSwap with your favorite apps.
Create partner deal and attach reseller record immediately
Your partner-qualified deals don't produce a partner-system record, so resellers miss deal context and outreach stalls. The flow creates and links the partner deal so managers can follow up same day.
- Apps: Sub-Zap by Zapier, Pipedrive Formatter von ZapierSwap with your favorite apps.
Create partner deal from sourced appointment and notes
Your appointment records and coverage notes don't become partner deals, leaving reps without context and slowing outreach. Partner deals are ready for rep triage and same-day follow-up.
- Apps: Sub-Zap by Zapier, PipedriveSwap with your favorite apps.
Create partner deal, person, and activity from booking
Your booked appointments don't reach partner CRM, leaving partner reps without deal and contact context. Deliver deal, contact, and activity records to partner CRM so reps can follow up same day.
- View all
Explore all partner deal registration automations
Accelerate partner deal intake with automated registration capture, approval routing, and CRM updates
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.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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 hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und 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
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.