Update company partner flags from accepted partner deal
Update company partner flags from accepted partner deal
Your partner deal acceptances often arrive without company partner tags, causing attribution gaps. It sets partner-sourced and partner-managed flags so your partnership team sees referrals same day.
Workflow preview:
Zap details:
Overview
When partner deals close without company tags, partner attribution and routing break down and your partnership team wastes time. This flow immediately tags and records the referral on the company so partnership managers and sales ops see accurate sources and routing same day.