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    CRM & RevOpsPRM & Ecosystem

    Zapier

    Zapier automation workflows for partner and GTM teams.

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    Who it is for

    RevOps and partner teams whose Zapier use has outgrown one admin.

    • "We have hundreds of Zaps and nobody knows which ones matter."

    • "Security wants to review it before we roll it out further."

    • "HubSpot and Salesforce don't match, and Zapier sits in the middle."

    • "We can't tell which partner or campaign a deal came from."

    What we do with Zapier

    Zapier as part of your revenue stack, not a side tool.

    • Partner and GTM workflow builds

      Deal registration into the CRM, partner-sourced lead routing, referral intake to opportunity, MDF approvals.

    • Broken Zaps fixed

      Failed HubSpot, Salesforce and PRM syncs, duplicate records, and silent failures that drop leads.

    • Attribution plumbing

      Source and partner fields that survive every handoff, so partner-sourced pipeline holds up in a forecast call.

    • Advanced workflows

      Webhooks, APIs, multi-step logic, and PRM integrations where native actions fall short.

    • Governance and handover

      Ownership, naming, who can publish, security review prep, documentation, and team training.

    • Cost and fit review

      An honest call on where Zapier fits, where a direct API build does, and where an agent does, with a task-cost view.

    Workflows we build most

    • Deal reg submitted leads to opportunity in the CRM with partner attribution
    • Inbound lead leads to routed, enriched, in the right sequence
    • Partner signed leads to set up in the PRM, Slack and enablement
    • Closed won leads to partner credited, payout flagged, CS kicked off
    • Partner-sourced pipeline leads to the weekly dashboard

    Start here

    Working session

    Bring one workflow problem. Leave with a scoped plan and a number.

    Implementation

    We fix it in the hour.

    Strategy

    A custom plan built from your workflow.

    $250

    Credited toward Starter if you go ahead within 30 days.

    Packages

    Same arc every time. Deeper as you go up.

    • Starter

      $3,000

      Best for: One team, one workflow that matters.

      Audit
      Top issues
      Roadmap
      Top 3 workflows
      Builds
      1 workflow or fix
      Training
      Handover docs
      Cost review
      Flagged
      Cadence
      Async

    • Core

      $5,000

      Best for: A team standardizing its automation.

      Audit
      Full audit
      Roadmap
      Top 5 to 10, ranked
      Builds
      3 to 5, with error handling and testing
      Training
      Docs plus 1 session
      Cost review
      Recommendations
      Cadence
      Monthly check-in

    • Plus

      $10,000

      Best for: Multi-team rollout.

      Audit
      Full audit plus stakeholder map
      Roadmap
      Ranked list plus a 90-day plan
      Builds
      8 to 10, including AI-assisted
      Training
      Docs, 2 sessions, builder coaching
      Cost review
      Implemented, quarterly review
      Cadence
      Biweekly, optional monitoring

    Bigger scope, or work alongside your Zapier plan?

    Get started

    Tell us where you want to start.

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