Recent updates from the Kiflo team
We've added two new triggers for workflows to help you automate partner management:
It allows you send create a task for yourself when a partner prospect is won, or send a welcome email to the new partner when they start the onboarding process.
Have questions, or need more examples? Chat with us, we can help you!
Metrics are visible on each partner's page. Quickly determine how the partner did in just one look. And it's fully customizable!
Partners who receive emails will reply to them (what a surprise!). Thus, you need to make sure they reply to the right person, usually their channel manager!
We've improved the Send email step in workflows to let you send emails on behalf of the partner's owner (channel manager) set in Kiflo.
The native HubSpot integration is getting more flexible! Define which fields must be sent or retrieved from HubSpot on Leads, Deals, and Contacts.
Do you want to give a one-time bonus to one partner? You can create a reward manually:
And it is also available on the API! So if you manage your rewards externally to Kiflo, you can import those rewards to give visibility to partners on their earnings.
