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Automation builder

Power up your cloud sales with smart automation

Eliminate manual processes, boost efficiency, and accelerate revenue growth with Clazar’s no-code automation solution.
AUTOMATE CLOUD SALES

Automate any cloud sales process

Eliminate bottlenecks in your cloud marketplace sales by automating complex workflows, ensuring deals progress smoothly without manual delays.

Automate private offer approvals, co-sell referrals, financial reporting, and much more.

Configure workflows based on a range of parameters, including deal size, contract terms, and cloud partner requirements.

Ensure consistency and accuracy across your cloud sales processes.

Advanced triggers and actions

Trigger automation at the right moment with event-based, time-based, or system-driven triggers to ensure timely and accurate process execution.

Leverage advanced marketplace event triggers captured by Clazar.

Integrate third-party app triggers and webhooks for dynamic automation.

Enable offer execution, revenue recognition, and referral tracking.

Ready-to-use workflow recipes

Get started quickly with a library of pre-configured workflows designed for cloud marketplace operations.

Deploy industry-standard workflows for private offer approvals and co-sell referrals.

Streamline deal execution, customer onboarding, and financial reporting.

Customize templates to fit your unique business needs.

1000+ pre-built connectors

Effortlessly connect your entire tech stack and sync critical sales and financial data in real time, minimizing data silos.

Orchestrate integrated workflows across CRM, Slack, procurement, project management, and finance platforms.

Enable integration with Salesforce, HubSpot, NetSuite, QuickBooks, and more.

Facilitate real-time, frictionless data exchange for unified workflows.

Intuitive drag-and-drop interface

Build and refine automated workflows with a user-friendly, visual editor that allows your team to optimize processes quickly and efficiently.

Design workflows visually with an easy-to-use drag-and-drop builder.

Integrate multiple data sources for seamless operations.

Set up role-based approval steps with ease.

Hands-free maintenance

Keep your workflows running smoothly with an automation platform that self-updates, eliminating the need for ongoing engineering involvement.

Automated updates handle cloud portal and application changes.

Clazar adjusts to API updates and platform enhancements seamlessly.

No ongoing IT intervention needed for maintaining automation.

Orchestrate any process with a few clicks

Inbound co-sell referrals

Automatically accept or reject incoming AOs and create Salesforce records (Opportunity, Lead, etc.)

Cloud event alerts

Stay ahead with automated email and Slack alerts for critical events, including new opportunities, auto-sync failures, etc.

Communication with Hyperscaler sales teams

Send an automated first-touch email to kickstart co-sell activities. Follow up with second and third emails if there’s no response.

Private offer notifications

Set up instant alerts for any errors in the PO creation and acceptance process. Notify teams on PO status changes—published, accepted, rejected, or revised.

Contract expiry and renewals

Notify sales reps and customer success owners when contracts are 30 days from expiration with no renewal action taken.

Flag revenue discrepencies

Automatically flag and notify finance if discrepancies exist between contract terms and actual revenue data.

Ready to elevate your cloud marketplace game?