PartnerPortal.io and Salesflare
How to connect PartnerPortal.io
- Via Zapier — 13 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 (6)
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.
- Add Partner User — Add a user to an existing partner in PartnerPortal.io. Behaves exactly like adding a user from the partner's page in the portal: the user is activated and emailed a set-password invite.
- 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.
Show 1 more actions
- Update Lead — Update an existing Lead in PartnerPortal.io, including its portal phase.
Searches (3)
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.
- Find Partner User — Find an active person at a partner in PartnerPortal.io by Partner ID. Returns one person: the partner's longest-standing active owner, or its longest-standing active user if no owner is active. Pair it with a partner trigger to sync that person to your CRM. Use the User Type or Email filters to pick a different person.
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