Partnerhub Zapier integrationAutomate Partnerhub with Zapier.
The Partnerhub Zapier integration gives you 7 triggers, 0 actions and 0 searches. Partnerhub talks, Zapier listens: every new offer, referral or partnership request can land in your CRM or team chat straight away, since all 7 triggers are instant.
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What the Partnerhub Zapier integration does for you
Partnerhub is the marketplace where digital agencies and software vendors meet and run their partnerships. The integration lets Zapier pick up what happens in your Partnerhub account and pass it to the tools your team already lives in, with no code and no copy-paste between tabs.
A pipeline that fills itself. New Opportunity Received and New Offer Received push each incoming deal into your CRM or a tracking sheet, so nothing sits unread in the Partnerhub inbox.
Referrals that reach sales on time. New Referral hands every referred lead to the person who follows it up, at the moment Partnerhub records it. Your salespeople see the lead where they already work, not in one more inbox.
Partner requests that get an answer. New Partnership Request and New Interest Shown alert your partner manager, who then replies inside Partnerhub.
What Zapier does not do for Partnerhub: write anything back. The app has no action and no search, so a Zap can read events but never accept a request, answer an offer or close a task in Partnerhub. Every Zap therefore ends in another app. It also ignores what happened before you switched it on.
Still choosing a tool? See Make vs Zapier and n8n vs Zapier.
Zapier vocabulary in one minute
The words you will meet in the editor, in everyday English.
- Zap
- The automation you build: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event that starts the Zap. Once the Zap is on, Zapier waits for it: here, a new offer, referral or task.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something, always in another app here.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Your plan's quota counts those.
- Instant trigger
- A trigger the app reports itself: it calls Zapier the moment the event happens, with no wait for a check.
- Polling trigger
- A trigger Zapier checks on a timer, asking the app for new items at a fixed interval. Partnerhub has none.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it otherwise.
- Connection
- Your account of an app linked to Zapier once, then reused by every step that uses that app.
What a Partnerhub Zap really costs
Partnerhub itself never costs a task: its triggers are free to run. You pay for the action in the other app, one task each time it succeeds.
- Trigger0 tasks
- Each successful action1 task
- Free plan100 tasks a month, two-step Zaps
- Paid-only appNo
The free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: one trigger, one action. Add a filter or a second action and it becomes a multi-step Zap, which needs a paid plan. A failed action is not counted. Since all 7 Partnerhub triggers are instant, the polling grid below never applies to them, even on Free. Remember too that every Partnerhub Zap needs an action in another app, so the task count is always theirs.
Connect your Partnerhub account to Zapier
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. This links your Partnerhub account once; every Zap that uses Partnerhub then reuses the same connection.
- 02
Pick Partnerhub
Type Partnerhub in the search box of the dialog, select it, then click Add connection. You need a Partnerhub account, plus access to anything you do not own but want the Zap to see.
- 03
Sign in and allow access
Sign in to Partnerhub in the tab that opens and grant Zapier access to the account. The connection appears in your list, ready for the first Zap you build.
Your first Zap: log every new opportunity
GoalWhen Partnerhub sends your agency a new opportunity, keep only the ones you want and add a row to a tracking sheet.
- 01
Build: choose the trigger
Pick Partnerhub as the app and New Opportunity Received (For Agencies Only) as the event that starts the Zap, then select your connection.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent opportunities of your account, so you map the next steps on a real one and see what it carries.
- 03
Add a filter
From the plus icon, add Filter and fill the three boxes: the field to look at, the rule, the value. A text rule for text, a number rule for numbers. This step needs a paid plan.
- 04
Add the action
Choose Google Sheets and its row action, pick the sheet, then map each column to a value from the Partnerhub test item. Test this step and check the new row.
- 05
Publish
Everything reads right? Click Publish to switch the Zap on. From then on, each new opportunity adds its own row, and one task.
Partnerhub triggers
7 events start a Zap when something happens in Partnerhub, and 7 of them are instant: the app calls Zapier straight away, whatever your plan.
New Interest Shown (For Agencies Only)
Instant triggerIn Zapier“Triggers when a tech company expresses interest.”
A software company has expressed interest in working with your agency on Partnerhub. The Zap catches that first sign of a partnership before anyone has written a word.
New Notification Item
Instant triggerIn Zapier“Triggers when you receive a notification.”
The widest net of the list: any notification your Partnerhub account receives starts the Zap, whatever it is about.
New Offer Received (For Agencies Only)
Instant triggerIn Zapier“Triggers when you receive a new offer.”
Your agency has received a new offer through Partnerhub, and the Zap starts with it in hand.
New Opportunity Received (For Agencies Only)
Instant triggerIn Zapier“Triggers when you receive a new opportunity.”
A new opportunity has reached your agency on Partnerhub. For most agency teams, this is the event that feeds the sales pipeline.
New Partnership Request
Instant triggerIn Zapier“Triggers when you are sent a Partnership Request.”
Someone on Partnerhub has sent you a partnership request. Unlike three triggers above, this one is not limited to agencies.
New Referral
Instant triggerIn Zapier“Triggers when you are sent a Referral.”
A partner has sent you a referral, in other words a lead passed on by someone who knows you. The Zap gets it while it is still warm.
New Task
Instant triggerIn Zapier“Triggers when a Task is created for you.”
When Partnerhub creates a task for you, the Zap copies it out to wherever you actually manage your day.
When a Partnerhub Zap breaks
Zapier links no help article to Partnerhub, so the known failure points are the general ones that every Zap faces.
None of them is unique to Partnerhub, but each one can cost you a lead or a chunk of your task count. If a Zap stops behaving, start with Zapier troubleshooting.
No catch-up on old events
A Zap only reacts to what happens after you switch it on. Offers, referrals and requests received before that never reach it; moving that backlog is a separate job.A Zap that sets itself off
If the action in the other app writes back into something the trigger watches, the Zap can start itself again and again and burn through your tasks fast.Floods held back
A sudden burst of events, after a bulk import or a migration, can be held back by Zapier's flood protection instead of running all at once.Agency-only triggers stay silent
The three triggers marked For Agencies Only have nothing to report on a software vendor's account. Pick New Partnership Request, New Referral or New Task there.
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