1.Monitors proposal sent event
Integrate Proposify to use the proposal event and pass proposal name, client reference, and download URL into the flow.
Update CRM asset when proposal content is sent
Automatically capture proposal sent events across Proposify and Salesforce. Create and update CRM asset records when proposal content is sent—when proposal sent, proposal titles include SEO content keywords, or an asset match is found—so you can set status, attach the proposal URL, and keep asset data current without manual CRM updates.
How this automation updates your CRM assets
When proposal details land in inboxes or messages, CRM asset records go stale and updates get delayed. This automation monitors proposal sent events and updates Salesforce asset records with trimmed references, filtered SEO proposal data, and the proposal document link—so your team can keep asset status accurate.
Proposify Legacyor swap with your favorite app
2.Splits and trims proposal fields
Integrate Formatter by Zapier and data transformation tools to split the proposal name into pieces and trim the client reference.
Formatter by Zapieror swap with your favorite app
3.Filters for qualifying SEO proposals
Integrate Filter by Zapier and keyword matching rules to continue only when the split title contains configured content keywords.
Filter by Zapieror swap with your favorite app
4.Finds matching asset record
Integrate Salesforce and CRM lookup workflows to search Assets using the trimmed account reference and a split title piece.
Salesforceor swap with your favorite app
5.Updates the asset record
Integrate Salesforce and CRM field mapping to set the asset status field and store the proposal download URL as the document link.
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Step 1
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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
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