Channeltivity and Salesflare
How to connect Channeltivity
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Deal in Channeltivity, create opportunity in Salesflare.
- When new Organization in Channeltivity, find or create account in Salesflare.
- When updated Organization in Channeltivity, find or create account in Salesflare.
- When new User/Contact in Channeltivity, find or create contact in Salesflare.
- When updated User/Contact in Channeltivity, find or create contact in Salesflare.
About Channeltivity
Channeltivity is a user-friendly Partner Relationship Management (PRM) solution that includes everything for a successful channel program.
Channeltivity operations on Zapier
Triggers (8)
Start a workflow when this happens
- Certification Completion Status Change — Triggers when a Certification Completion is created, or when its Status changes
- Course Completion Status Change — Triggers when a Course Completion is created, or when its Status changes
- New Deal — Triggers when a Deal is created in the portal
- New Organization — Triggers when an Organization is created in the portal
- New User/Contact — Triggers when a User or Contact is created in the portal
Show 3 more triggers
- Updated Deal — Triggers when a Deal is updated in the portal
- Updated Organization — Triggers when an Organization is updated in the portal
- Updated User/Contact — Triggers when a User or Contact is updated in the portal
Actions (3)
Things Salesflare can make it do
- Create Record — Allows you to create various records or assignments
- Delete Record — Allows you to delete various records or assignments
- Update Record — Allows you to update various records
Searches (1)
Look up existing records
- Find Records — Finds one or more records of a specified type by a field and value you choose.
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