Where partner deals flow seamlessly.

Enterprise partner management system automating deal registration intake, account and opportunity creation with smart duplicate handling, plus seamless data flow across partner sales processes.

This Snap-In listens for DevRev webhook events—specifically for tickets of subtype Deal Registration—and automatically associates them with existing or created Opportunities and Accounts based on the provided website and configuration.

Features

  • Event & Configuration Parsing Extracts essential details from the DevRev webhook event and the Snap-In's configuration to determine processing logic.
  • Account Lookup or Creation Identifies if an account exists based on the prospect company’s website; creates an account if none is found.
  • Opportunity Creation Automatically creates an opportunity if the configuration allows for it, using details from the ticket and account.
  • Ticket-to-Opportunity Linking Establishes a link between the original Deal Registration ticket and the corresponding opportunity for end-to-end traceability.

Installation

To install the snap-in on DevRev:
  1. Go to Settings > Snap-ins.
  2. Click Explore Marketplace.
  3. Click Install next to the Partner Portal Snap-in.
  4. Complete the configuration for Opportunity Creation.
  5. Activate the snap-in to create and link opportunities.

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