1.Detect late qualification stage change
Triggers when an Opportunity stage is updated and passes the deal context needed to start a co-sell workflow.
Flag and request co-sell approval for qualified deals
Automatically monitor Opportunity stage changes across Salesforce, Google Sheets, Filter by Zapier, AI by Zapier, and Slack. Get instant co-sell brief creation, exclusion checks, and owner approval requests when late qualification stage shift, stage updates in Salesforce, or qualification advances—so you can flag approved deals, share clean summaries, and keep approvals moving without manual approval chasing.
How this automation accelerates partner sharing for approved deals
When Opportunity stage changes in Salesforce, manual review delays co-sell sharing. This automation generates co-sell summaries and requests approval in Slack—so your team can publish partner-ready deal details quickly.
Salesforceor swap with your favorite app
2.Verify account is not excluded
Looks up the Opportunity ID in an exclusion worksheet to confirm the account can be considered for co-selling.
Google Sheetsor swap with your favorite app
3.Continue only for qualifying deals
Stops the workflow unless the stage, geo or region, and co-sell boolean meet the configured criteria.
Filter by Zapieror swap with your favorite app
4.Generate a partner-ready co-sell brief
Produces a concise summary from Opportunity fields for partner sharing using the configured template inputs.
AI by Zapieror swap with your favorite app
5.Update Opportunity with approval outcome
Writes the co-sell summary into the CRM field and sets the co-sell boolean to true after owner approval is recorded.
6.Request co-sell approval from the owner
Finds the owner by email, then sends an approval request with the summary and approve or decline options.
Slackor swap with your favorite app
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Update linked co-selling deal from changed deal record
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Explore all co-selling workflows automations
Accelerate partner collaboration with automated lead routing, deal updates, and handoff alerts
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ステップ 1
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ステップ 2
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ステップ 3
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