1.Monitor new channel message
Integrate Slack and collaboration tools to detect new proposal messages and capture requester and ticket details to route CRM updates
Update deal records from team proposal channel to CRM
Automatically monitor new message posted events in Slack across proposal channels. Create and update when ticket references appear, request data is parsed, or permalinks are sharedβso you can update CRM records, mirror a sheet row, and trigger downstream registration without manual data entry.
How this automation updates your deal records fast
When new proposal messages arrive in Slack, reps can lose time to manual CRM entry and missing context. This automation parses proposal fields and updates Notion and Google Sheets records and triggers downstream registrationβso your team can act with complete deal context.
Slackor swap with your favorite app
2.Parse key fields from message
Integrate Code by Zapier and parsing tools to extract requester identifier, ticket reference, and service ID to map fields for CRM records
Code by Zapieror swap with your favorite app
3.Find and update matching record
Integrate Notion and database tools to look up by ticket reference and update owner, service identifier, and link fields to reflect request creation
Notionor swap with your favorite app
4.Lookup or append CRM mirror row
Integrate Google Sheets and spreadsheet tools to lookup by ticket reference and update status and permalink or create a new row to mirror CRM context
Google Sheetsor swap with your favorite app
5.Trigger downstream registration process
Integrate Sub-Zap by Zapier and workflow tools to pass ticket reference, requester id, service id, and record link to trigger downstream registration and notifications
Sub-Zap by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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