CoSell documentation

CoSell by HabileLabs connects your Zoho CRM to AWS Partner Central (APN Customer Engagements, "ACE"). Sellers keep working in Zoho. When a deal is ready, CoSell creates and submits the ACE opportunity, carries AWS's review outcome and seller assignment back into the deal, and turns AWS referrals into Zoho deals.

#What CoSell does

• Submits deals to AWS. A deal that matches your filter and reaches your gate stage becomes an ACE opportunity. It is checked against AWS's rules before it is sent, so it isn't rejected for a missing field. See Opportunities.
• Keeps both sides current. Review status, AWS feedback, the AWS seller and the ACE stage come back into Zoho fields. Later Zoho edits are sent to AWS wherever AWS still accepts them.
• Handles AWS referrals. Engagement invitations from AWS arrive with a response deadline. Accepting one creates the Zoho deal. See AWS invitations.
• Imports from Partner Central. Opportunities created directly in Partner Central can be brought into Zoho. See Import from Partner Central.
• Answers questions about an opportunity. Ask Partner Central puts AWS's Partner Central agent on the opportunity page.

#How it is built

CoSell runs on AWS serverless services in HabileLabs' AWS account. It reaches your Partner Central account through an IAM role you create in your own AWS account, and your Zoho org through the OAuth access you approve. No long-lived AWS keys are ever shared. Security and data has the details.

#Where to start

1. Get started: sign in and walk through the onboarding checklist.
2. Connect your AWS account: deploy the access role, one stack per AWS account.
3. Connect Zoho CRM: register CoSell in Zoho's API console and approve access.
4. Map your pipeline: gate stage, fields, which deals go to AWS, and currency.

Questions: see Support.