What you can automate

When new Customer Account in Channlworks, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Customer Accounts Activity in Channlworks, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Customer Contacts Activity in Channlworks, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Lead in Channlworks, find or create contact in Salesflare.

When new Lead Activity in Channlworks, find or create contact in Salesflare.

When new Opportunity in Channlworks, create opportunity in Salesflare.

About Channlworks

Channlworks is a SaaS-based alliance management platform that simplifies multi-alliance management, enabling seamless communication and collaboration.

Channlworks operations on Zapier

Triggers (17)

Start a workflow when this happens

New Customer Account — Triggers when new customer account is added.
New Customer Accounts Activity — Triggers for customer accounts logs
New Customer Contact — Triggers when new customer contact is added.
New Customer Contacts Activity — Triggers for customer contacts logs
New Lead — Triggers when new lead is added where user is a stakeholder in.

Show 12 more triggers

New Lead Activity — Triggers whenever there’s a new activity update from any lead.
New Lead From Insights — Triggers when new lead appears on lead insights.
New MDF Request — Triggers when a new MDF request is added where user is a stakeholder in.
New Opportunity — Triggers when new opportunity is added where user is a stakeholder in.
New Opportunity Activity — Triggers whenever there’s a new activity update from any opportunity.
New Opportunity From Insights — Triggers when new opportunity appears on opportunity insights.
New Organization Account — Triggers when new organization account is added.
New Organization Accounts Activity — Triggers for organization accounts logs
New Organization Contact — Triggers when new organization contact is added.
New Organization Contacts Activity — Triggers for organization contacts logs
New POV Request — Triggers when new POV request is added where user is a stakeholder in.
New Receivable Payable — Triggers when new receivable payable is added where user is a stakeholder in.

Actions (12)

Things Salesflare can make it do

Convert Lead to Opportunity — Converts a lead to an opportunity in Channlworks.
Create ChannlNote — Creates a ChannlNote in Channlworks.
Create Customer Account — Creates a customer account in Channlworks
Create Customer Contact — Creates a customer contact in Channlworks
Create Lead — Creates a Lead in Channlworks

Show 7 more actions

Create POV Request — Creates a POV request in Channlworks
Update Customer Account — Updates a customer account in Channlworks
Update Customer Contact — Updates a customer contact in Channlworks
Update Lead — Updates a lead in Channlworks
Update Opportunity — Updates an opportunity in Channlworks
Update Organization Account — Updates an organization account in Channlworks
Update Organization Contact — Updates a organization contact in Channlworks

Searches (6)

Look up existing records

Find Customer Account — Find a customer account by searching
Find Customer Contact — Find a customer contact by searching
Find Lead — Find a lead by searching
Find Opportunity — Find an opportunity by searching
Find Organization Account — Find an organization account by searching

Show 1 more searches

Find Organization Contact — Find an organization contact by searching

Channlworks and Salesflare

How to connect Channlworks