What you can automate

When new Customer Event in PartnerStack, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Deal Event in PartnerStack, create opportunity in Salesflare.

When new Lead Event in PartnerStack, find or create contact in Salesflare.

When new Transaction Event in PartnerStack, create opportunity, then find or create contact in Salesflare.

When new Opportunity in Salesflare, create Deal in PartnerStack.

About PartnerStack

PartnerStack (formerly GrowSumo) is a growth automation platform that helps your company automatically manage and reward partners for promoting your business. Fully equip your partners for marketing, referral, and sales success with custom referral links and company pages. Engage partners through automated email campaigns and challenges, and then track partner performance with detailed analytics. Use the centralized dashboard to support all of your partner channels, including reseller, marketing, and referral partner programs. You can even ensure global compliance by funnelling all rewards through PartnerStack.

PartnerStack operations on Zapier

Triggers (9)

Start a workflow when this happens

New Application Event — Triggers when a new Application event occurs. (eg. Application Created, Updated, Approved, Declined).
New Customer Event — Triggers when a customer event occurs (eg. Customer Created, Updated, Deleted).
New Deal Event — Triggers when a deal event occurs (eg. Deal Created, Updated, Stage Updated, Close Date Updated, Amount Updated) Note: Meta fields are set in [Groups](https://app.growsumo.com/groups) > Deal Registration.
New Lead Event — Triggers when a lead event occurs (eg. Lead Created, Updated, Closed, Approved, Declined).
New Message Event — Triggers whenever a partner sends a message through the Messages Tab (https://app.growsumo.com/messages).

Show 4 more triggers

New Offer Event — Triggers when an offer event occurs (eg. Offer Created, Updated, Deleted).
New Partnership Event — Triggers when a partnership event occurs (eg. Partnership Created, Updated, Deleted).
New Reward Event — Triggers when a reward event occurs (eg. Reward Created, Declined, Restored, Updated).
New Transaction Event — Triggers when a transaction event occurs (eg. Transaction Created, Deleted).

Actions (13)

Things Salesflare can make it do

Create Action — Logs an action that a partner or customer has performed. If a reward is set for the action, it will be created. (e.g. partner posted in forum).
Create Customer — Creates a new customer.
Create Deal — Creates a new Deal attributed to the partner that owns it.
Create Lead — Creates a new Lead attributed to the partner that drove it.
Create Partner — Creates a new partner.

Show 8 more actions

Create Transaction — Creates a new Transaction attributed to a partner.
Find or Create Customer — Find or Create Customer
Find or Create Lead — Find or Create Lead
Find or Create Partner — Find or Create Partner
Update Customer — Updates an existing customer. You can use this to connect a customer to a provider key.
Update Deal — Updates a Deal.
Update Lead — Updates a Lead.
Update Partnership — Update a partnership.

Searches (3)

Look up existing records

Find Customer — Finds a customer by email address or customer key.
Find Lead — Find lead by email.
Find Partner — Finds a partner by email address or partner key.

PartnerStack and Salesflare

How to connect PartnerStack