Guided Flows
Use predefined integration workflows, recommended just for you!
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Referral > Pipedrive deal
When a referral is received on PartnerHub, create a deal in Pipedrive
Setup
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Referral > Salesforce Opportunity
When a referral from Partnerhub is received, create an opportunity in Salesforce
Setup
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Post ALL Activity to a Slack Channel
Send a message on Slack when there is activity in Partnerhub
Setup
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Add a new agency partner to a Google sheet row
Any new approved AGENCY partners will be added as new rows in the correct Google Sheet tab.
Setup
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Add a new tech partner to a Google sheet row - 1
Any new approved AGENCY partners will be added as new rows in the correct Google Sheet tab.
Setup
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Referral > new Hubspot Deal
When a referral is received in Partnerhub, create a deal in HubSpot
Setup
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Push agency-partners into HubSpot
Import your Partnerhub agency partners to HubSpot and do one-way sync.
Setup
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Hubspot (Tech Partner)
Import your Partnerhub tech partners to HubSpot and do one-way sync.
Setup
- View My Flows
Salesforce (Agency Partners)
Import your Partnerhub agency partners to Salesforce and do one way sync
Setup
- View My Flows
Push tech partners into Salesforce
Import your Partnerhub tech partners to Salesforce and do one-way sync.
Setup
