1.Detect deal and account IDs
Integrate Sub-Zap by Zapier and data routing tools to receive deal ID and customer account ID inputs.
Update customer target MRR and CS start date
Automatically search deals across Beacon to populate target MRR and CS start date fields. Create and update when deal ID inputs arrive, deal MRR qualifies, or account contract value mismatches—so you can set target MRR, calculate CS start date, and update the customer record without manual reconciliation.
How this automation protects target MRR accuracy
When deal and account values are handled manually, forecast targets get out of date and onboarding dates can drift. This automation searches deal and customer account records, compares values, calculates a CS start date, and updates customer targets—so your team can forecast with confidence.
Sub-Zap von Zapieror swap with your favorite app
2.Search deal amounts
Integrate Beacon and analytics data tools to look up deal amount fields and return the deal MRR values needed.
Bakeor swap with your favorite app
3.Search customer contract value
Integrate Beacon and CRM record tools to find the account and return current contract value fields.
4.Compare values and qualify
Integrate Filter by Zapier and rules logic to compare deal MRR to contract value and continue only when qualified.
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5.Calculate CS start date
Integrate Formatter by Zapier and date tools to add one day on fallback and output an ISO datetime.
Formatter von Zapieror swap with your favorite app
6.Update customer target fields
Integrate Beacon and CRM record tools to map chosen target MRR and the CS start date into the customer record.
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