1.Captures new bid submission
Integrate Jotform and form workflows to map submission fields into the automation inputs for consistent downstream processing.
Create bid request record and structured project folders
Automatically capture new bid submission details across Jotform, Airtable, HubSpot, Microsoft SharePoint, and Microsoft Office 365. Create and update when submission attachments arrive, due date/time is set, or contacts need matchingβso you can create intake records, open deals, and organize project folders without manual data entry.
How this automation organizes bid intake and response materials
When Jotform new submission comes in, bid responses can stall from missing records and inconsistent folders. This automation captures submission details and sets up intake records and project materialsβso your team can respond faster.
Jotformor swap with your favorite app
2.Creates bid intake record
Integrate Airtable and data mapping tools to create a bid intake record and store attachment references.
Airtableor swap with your favorite app
3.Creates HubSpot deal
Integrate HubSpot and CRM contact matching to create a deal, link the right contact, and attach estimator identifiers.
HubSpotor swap with your favorite app
4.Creates folders and uploads files
Integrate Microsoft SharePoint and file management to create year and project folders, then upload attachments by type.
Microsoft SharePointor swap with your favorite app
5.Shortens link and schedules due event
Integrate URL Shortener by Zapier, Microsoft Excel, and Microsoft Office 365 to shorten the project link, log the row, and create the event.
Microsoft Office 365or swap with your favorite app
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Accelerate RFP response workflows with automated intake routing, stakeholder handoffs, and content updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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