Auto Create & Auto Update: Streamlining Cloud Co-Sell Opportunity Management

Auto Create and Auto Update are Clazar automation features that help teams manage cloud co-sell opportunities in AWS ACE and Azure portals without manual intervention.

• Auto Create automatically generates co-sell opportunities based on predefined criteria in your CRM.

• Auto Update keeps CRM and cloud portal data in sync by pushing updates automatically.

⚙ How It Works

1. Auto Create

Runs once daily at 8:30 AM UTC to identify CRM records that meet your configured criteria and create matching opportunities in cloud portals.

2. Auto Update

Runs once daily at 9:30 AM UTC to synchronize updates — such as stage, amount, or close date — from CRM to cloud portals.

🔑 Enabling the Feature

The feature is available under Integrations > Salesforce/Hubspot > Co-sell > Settings

📝 Pre-Requisite

1. Field Mapping Setup
   Map CRM fields to the corresponding cloud portal fields.
   This can be done under Integrations > Salesforce/Hubspot > Co-sell > Field Mappings

2. Auto Create Criteria Definition
   Define selection logic using:

   • Simple filters (e.g., Stage = X, Marketplace = Y)

   • SOQL queries for complex scenarios (only valid for Salesforce)

   

⚠ Limitations

Technical

• Single Filter Restriction — Auto Create supports only one filter criteria; complex scenarios like renewals require workarounds.

• Daily Schedule — Auto Create is not real-time.

• Field Dependencies — Requires correct mapping and clean CRM data.

Operational

• CRM Hygiene Required — Poor data quality can disrupt automation.

• Error Handling — Example: “Target close date can not be in past” can cause Auto Update to fail.

🎯 Benefits

Efficiency Gains

• Removes manual opportunity creation and updates.

• Cuts multiple steps down to zero clicks.

• Saves significant admin time.

Data Accuracy

• Keeps data consistent between CRM and cloud portals.

• Near real-time updates via Auto Update.

• Reduces manual entry errors.

Strategic Value

• Strengthens cloud provider relationships through consistent submissions.

• Improves visibility into your pipeline for AWS, Azure teams.

• Scales opportunity management without extra headcount.

🏆 Ideal for:
Organizations managing high volumes of marketplace opportunities who want to maintain consistent engagement with cloud providers while reducing administrative overhead.