Kiflo PRM and Salesflare

Sales & CRM kiflo.com ↗

How to connect Kiflo PRM

Via Zapier — 80 operations available. Set it up ↗

What you can automate

When business Plan Objective Updated in Kiflo PRM, find or create account in Salesflare.
When contact Added in Kiflo PRM, find or create contact in Salesflare.
When contact Updated in Kiflo PRM, find or create contact in Salesflare.
When customer Added in Kiflo PRM, find or create account, then find or create contact, then add contact to account in Salesflare.
When customer Updated in Kiflo PRM, find or create account, then find or create contact, then add contact to account in Salesflare.
When deal Added in Kiflo PRM, create opportunity in Salesflare.

About Kiflo PRM

Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels

Kiflo PRM operations on Zapier

Triggers (31)

Start a workflow when this happens

Business Plan Objective Updated — Triggers when a business plan objective's current value is updated.
Contact Added — Triggers when a new contact is added.
Contact Updated — Triggers when a property on an existing contact is updated.
Customer Added — Triggers when a new customer is added.
Customer Updated — Triggers when a new customer is updated.

Show 26 more triggers

Deal Accepted — Triggers when a new deal is accepted.
Deal Added — Triggers when a new deal is added.
Deal Note Added — Triggers when a new note is added on a deal.
Deal Refused — Triggers when a new deal is refused.
Deal Stage Changed — Triggers when a deal moves to a new stage.
Deal Updated — Triggers when a property on an existing deal is updated.
Lead Accepted — Triggers when a new lead is accepted.
Lead Added — Triggers when a new lead is added.
Lead Note Added — Triggers when a new note is added on a lead.
Lead Refused — Triggers when a new lead is refused.
Lead Updated — Triggers when a new lead is updated.
Partner Added — Triggers when a new partner is added.
Partner Added to Program Level — Triggers when a partner as added to a new program level.
Partner Application Accepted — Triggers when a partner application is accepted.
Partner Application Added — Triggers when a new partner application is added.
Partner Application Rejected — Triggers when a partner application is rejected.
Partner Note Added — Triggers when a new note is added on a partner.
Partner Onboarding Stage Updated — Triggers when a partner moves to a new onboarding stage.
Partner Prospection Stage Updated — Triggers when the prospection stage of a partner is updated.
Partner Updated — Triggers when a new partner is updated.
Payout Created — Triggers when a new payout is created.
Payout Status Changed — Triggers when a payout status has changed.
Reward Created — Triggers when a new reward is created.
Team Member Added — Triggers when a new team member is added to an existing partner.
Transaction Added — Triggers when a new transaction is added.
Transaction Updated — Triggers when a new transaction is updated.

Actions (39)

Things Salesflare can make it do

Accept Deal — Accepts a deal.
Accept Lead — Accepts a lead.
Accept Payout — Accepts a payout.
Accept a Partner Application — Accept a new partner application.
Add Partner to Existing Deal — Adds a partner with his role on an existing deal.

Show 34 more actions

Associate Customer to Deal — Associates a customer to a deal.
Convert Lead to Customer — Converts a lead to a customer.
Convert Lead to Deal — Converts a lead to a deal.
Create Attachment — Creates a new attachment from a file or a URL.
Create Channel Conflict — Create a new channel conflict.
Create Contact — Creates a new contact.
Create Customer — Creates a new customer.
Create Deal — Creates a new deal.
Create Lead — Creates a new lead.
Create Note — Creates a new note.
Create Partner — Creates a new partner.
Create Payouts — Creates new payouts.
Create Reward — Create a new reward.
Create Transaction — Creates a new transaction.
Find or Create a Contact — Finds an existing Contact or creates a new one.
Find or Create a Customer — Finds an existing Customer or creates a new one.
Find or Create a Deal — Finds an existing Deal or creates a new one.
Find or Create a Lead — Finds an existing Lead or creates a new one.
Find or Create a Partner — Finds an existing Partner or creates a new one.
Find or Create a Transaction — Finds an existing Transaction or creates a new one.
Give a Certification — Give a certification to a partner team member.
Invite Team Member — Invite a Team Membmer (send invitation email).
Pay Payout — Pay a payout.
Refuse Deal — Refuses a deal.
Refuse Lead — Refuses a lead.
Reject a Partner Application — Reject a new partner application.
Start Partner Onboarding — Adds a partner in the first stage of an onboarding pipeline.
Update Contact — Updates an existing contact.
Update Customer — Updates an existing customer.
Update Deal — Updates an existing deal.
Update Lead — Updates an existing lead.
Update Partner — Updates an existing partner.
Update Payout — Updates an existing payout.
Validate Payout — Validates a payout.