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Create deal tracker items from partner submission emails

Create deal tracker items from partner submission emails

Your submission emails land in your inbox untracked, causing intake gaps and slow follow-up. Capture and log each submission as a deal-tracker item so reps can act the same day.

Create deal tracker items from partner submission emails

Overview

Incoming partner submissions are often buried in an inbox, slowing intake and allowing prospects to cool off. This flow automatically parses and logs each submission into your deal tracker, attaches files, and alerts intake coordinators so reps can respond the same day.

Create deal tracker items from partner submission emails