1.Detects deal created in Channeltivity
Integrate Channeltivity and CRM data tools to capture deal payload details and key fields for the tracker row.
Create partner deal tracker rows from new deals
Automatically detect deal created events for partner deals across Channeltivity, Formatter by Zapier, and Google Sheets. Create and update when deal created, deal created date changes, or organization details resolve—so you can add tracker rows, format dates, and fill manager fields without manual spreadsheet work.
How this automation creates your partner deal tracker
When new partner deals are created, delays can leave pipeline records incomplete. This automation captures deal payloads, formats key dates, and adds mapped partner registration details to your Google Sheets—so your team can track registrations without manual updates.
Channeltivityor swap with your favorite app
2.Finds organization for manager data
Integrate Channeltivity and directory lookup tools to find organizations and map partner manager and region outputs.
3.Formats created date for the sheet
Integrate Formatter by Zapier and date formatting tools to convert the created date to MM/DD/YY for the date column.
Formatter by Zapieror swap with your favorite app
4.Adds mapped row to tracker worksheet
Integrate Google Sheets and spreadsheet tools to add a new partner deal row with dates, status, owner, and links.
Google Sheetsor swap with your favorite app
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Accelerate partner deal intake with automated registration capture, approval routing, and CRM updates
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ステップ 3
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