1.Uses proposal won event
Integrate GoProposal and CRM enrichment tools to pull proposal fields and client contact info for record mapping.
Update client record and alert team on win
Automatically enrich client organization records across GoProposal, Formatter by Zapier, Zapier Tables, Karbon, and Microsoft Office 365 when proposal won, proposal accepted, or proposal template approved. Create and update when an organization match is found or a new one is needed β so you can update records, send internal alerts, and begin onboarding without manual CRM cleanup.
How this automation updates your client records
When a proposal won event arrives, delays can stall client onboarding and internal coordination. This automation pulls proposal fields, finds or updates the organization record, and sends stakeholder emailβso your team can move faster with correct CRM data.
GoProposalor swap with your favorite app
2.Splits company name parts
Integrate Formatter by Zapier and data cleanup tools to split the company name into name parts for accurate lookup.
Formatter by Zapieror swap with your favorite app
3.Finds matching organization record
Integrate Zapier Tables and database search tools to find the first matching organization using name parts.
Zapier Tablesor swap with your favorite app
4.Updates organization contact fields
Integrate Karbon and CRM update tools to update the matched organization with contact and account manager fields.
Karbonor swap with your favorite app
5.Sends stakeholder notification email
Integrate Microsoft Office 365 and email routing tools to send the team notification with proposal and client details.
Microsoft Office 365or swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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