Channeltivity's connector with Zapier makes it easy to connect your PRM to your other applications and create automated workflows. But did you know you can also use Zapier to automatically price out Deal Registrations? It won't be as robust as a standalone CPQ (configure price quote) system, but works well for simpler scenarios.
This article gives you an example of how to automate your quoting with just a little bit of scripting.
In order to automate Deal Registration quoting with Zapier, you'll need:
- Familiarity with Zapier.
Step 1: Set up custom Deal Registration fields for inputs and outputs
Logged into Channeltivity as an Administrator, go to Settings > Deal Registration > Deal Custom Fields and create fields for the required inputs. If you decide you don't want to directly update the Deal Amount field, then create a field for the calculated price as well.
In this example, we're going to have Partners input the number of client licenses and server licenses, which will determine the "Partner Buy Price", but you really have complete freedom:
Step 2: Create a new Zap that is triggered when a Deal is created in Channeltivity
Go to Zapier and create a new Zap that triggers when a new Deal is created in Channeltivity.
Step 3: Add a Code by Zapier action for the pricing calculation
Start by adding a Code by Zapier action:
Define the Input Data variables using the data from the initial trigger and then write code to calculate the final price. In this case, each server license costs $19,950 and each client license is $490.
If you want to get more complicated, you can add Zapier actions prior to the calculation to look up the Partner User and then use that data to look up the Partner Organization, which will get you the Partner Type. You can then use the type to calculate a custom discount percentage etc.
Step 4: Update the Deal with the calculated price
The last step is to use the Update Deal action to push the calculated price back to Channeltivity. Create a new Update Deal action:
Add the ID from the trigger to the Deal ID field so that the correct Deal is updated:
And then make sure the custom field with the calculated price is set as well:
Step 5: Create another Zap for Deal Update
Since you want the calculation to trigger both when a Deal is created and updated, you'll need to go through Steps 2-4 again, but this time using the Deal Update trigger in Zapier.
That's it! Save and turn on your Zaps and you're good to go!