How do we connect Partnerhub® to our tech stack?

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 the link to try this in Zapier >

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: