Our Zapier integration allows you to push Partnerhub® data and alerts to your other apps and CRM.
These are the triggers we have today:
- New referral received
- Activity alerts
- New partnership request received
- New task created
- User showed interest
- New Opportunity received
- New Live Offer received
Here's a walk-through video of CRM connection:
And, when a new request comes in, send a Slack message, then email that person links:
Log in, and set this up now: https://app.partnerhub.app/org...