Add B2B partner tags to customer records automatically

Your partner spreadsheet rows lack confirmed status and leave reps guessing which customers are partner-affiliated. This adds partner tags so reps and managers see partner status within minutes.

Overview

If partner rows in your spreadsheet don't translate to customer records, reps waste time guessing partner status and outreach misses the mark. This flow finds matching customers and applies partner tags so sales and partner managers get accurate status within minutes, enabling targeted campaigns without manual checks.