1.Proposal signed
Integrate Better Proposals and CRM workflows to detect a signed proposal event and start the project update.
Update CRM project when a proposal is signed
Automatically monitor proposal signed events across Better Proposals and Zapier and NetHunt CRM. Update your NetHunt CRM project record when qualifying proposals pass filters and transformsβso you can set quote expiry and status without manual data entry.
How this automation confirms your project details
When a proposal is signed, delays can cause delivery teams to miss the right pricing and expiry window. This automation filters qualifying proposals, finds the matching CRM record, and updates it with transformed expiry and option flagsβso your team can work from accurate project details.
Better Proposalsor swap with your favorite app
2.Continue only for qualifying proposals
Integrate Filter by Zapier and proposal data filters to decide whether to continue for qualifying proposals.
Filter by Zapieror swap with your favorite app
3.Find matching project record
Integrate NetHunt CRM and CRM search tools to find an existing project record by company name.
NetHunt CRMor swap with your favorite app
4.Compute quote expiry date
Integrate Formatter by Zapier and date utilities to transform sent date into a quote expiry date.
Formatter by Zapieror swap with your favorite app
5.Split selected options into flags
Integrate Formatter by Zapier and option parsing tools to split selected items into option flag booleans.
6.Update project with signed quote
Integrate NetHunt CRM and CRM record updates to set quote status, pricing, expiry, and option flag messages.
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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
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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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