PartnerPortal.io and Salesflare
How to connect PartnerPortal.io
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When lead Created in PartnerPortal.io, find or create contact in Salesflare.
- When lead Updated in PartnerPortal.io, find or create contact in Salesflare.
About PartnerPortal.io
PartnerPortal.io is a self-serve PRM platform designed to help you launch and grow a custom partner program. Formalize and scale partnerships with ease.
PartnerPortal.io operations on Zapier
Triggers (4)
Start a workflow when this happens
- Lead Created — Triggers when a lead is created.
- Lead Updated — Triggers when a lead is updated.
- Partner Created — Triggers when a partner is created (invited or registered).
- Partner Updated — Triggers on any change to a partner, including when a partner is approved (status becomes active). It fires on every edit — not only the moment of approval — so add a Filter step on the status field to narrow to active partners. Best paired with an idempotent action (e.g. upserting a CRM record).
Actions (5)
Things Salesflare can make it do
- Add Comment to Lead — Add a comment to a Lead in PartnerPortal.io. The partner and their agent are notified by email, just like a comment left in the portal.
- Create Lead — Create a Lead in PartnerPortal.io
- Create Partner — Create a partner (organization + owner) in PartnerPortal.io. Behaves exactly like inviting a partner from the portal: the partner is activated and the owner is emailed a set-password invite.
- Find or Create Partner — Find a partner, or create one if it does not already exist.
- Update Lead — Update an existing Lead in PartnerPortal.io, including its portal phase.
Searches (2)
Look up existing records
- Find Lead — Find an existing Lead in PartnerPortal.io by email and/or a custom field value. Returns a single lead so you can update it or add a comment.
- Find Partner — Find an existing partner in PartnerPortal.io by domain and/or owner email. Returns a single partner — pair it with Create Partner (via a "only continue if" filter or a search-or-create step) to avoid creating duplicates.
Similar apps
Apollo Reach every buyer on earth.
Commas Commas is a platform to create, sell, and get paid. From your first dollar to your next comma.
Roofr Roofr: spend less time on admin and more time growing your roofing business. Manage reports, pro…
Crunchbase Grow your revenue with all-in-one prospecting solutions powered by the leader in private-company…
Loyverse Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powe…
iSpeedToLead iSpeedToLead is a lead generation platform offering freshly generated, motivated seller leads wh…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free