A new option is available when exporting partners, leads, or deals. We can choose whether you want to export only the filtered rows (visible rows), or everything:

You requested it and we listened, the native HubSpot integration is now live!

Enable the integration and choose between the following built-in workflows:

• Send new or accepted leads to HubSpot and sync all updates, both ways
• Send new registered deals to HubSpot and sync all updates, both ways
• Convert leads to deals in Kiflo when a lead is converted in HubSpot, and sync all updates on deals both ways

Enable the integration:

• Go to the Manage page
• Click on Integrations, then HubSpot
• Click on Add to Kiflo

Once connected, you can:

• Enable/disable each built-in workflow individually
• Configure deal stage mapping between Kiflo and HubSpot

Need to reassign a bunch of partners to a new channel manager? Or move all partners from one program to another?

Use the new bulk update feature on partners to update many partners at once:

• Go to the Partners page
• Check the partners you want to edit
• Click the Update button
• Choose the property to edit and set the new value

A new trigger is available for workflows: whenever properties are updated on a pattern, trigger the workflow.

Example: When a partner enters a new partner program, create a task for the person in charge of this partner program. 

A new trigger is available for workflows: whenever a metric is recomputed on a partner, trigger the workflow.

Example: When the number of registered deals for the last quarter is below the requirements defined in the program, create a task for the channel manager to follow up on the partner.