Create CRM deals from partner-sourced portal deal records

Partner deals land in your partner portal without CRM links, leaving sales ops blind to new pipeline. It creates CRM deals and writes back the CRM ID so account managers act same day.

Overview

When partner deals only live in your partner portal, sales ops miss pipeline signals and reps can’t act quickly. This flow copies partner deals into your CRM, links contacts and partners, and writes back the CRM ID so account managers can prioritize partner opportunities same day.