1.Detect materials request message
Integrate Slack and chat monitoring tools to detect materials request messages for extracting request fields.
Create opportunity and proposal from new materials request
Automatically detect new Slack messages that mention the configured materials-request keyword across Slack and CRM tools. Create and update when materials requests arrive, requester details are extracted, or delivery dates are capturedβso you can create contacts, launch opportunities, and log proposal drafts without manual paperwork.
How this automation accelerates your deal setup
When a materials request hits Slack, delays can leave opportunities untracked and proposal work stuck. This automation parses request text and creates CRM records and proposal stubsβso your team can start follow-up the same day.
Slackor swap with your favorite app
2.Parse message into structured fields
Integrate AI by Zapier and text parsing tools to extract requester handle, emails, materials, delivery date, and notes.
AI by Zapieror swap with your favorite app
3.Find or create contact and account
Integrate Salesforce and CRM data tools to find contact by email and create or link account records.
Salesforceor swap with your favorite app
4.Create opportunity from request
Integrate Salesforce and CRM opportunity tools to create an Opportunity with materials, delivery date, stage, and owner.
5.Generate proposal draft and tasks
Integrate Sub-Zap by Zapier and workflow automation tools to create a proposal draft and start research tasks.
Sub-Zap by Zapieror swap with your favorite app
6.Log run record for audit
Integrate Zapier Tables and reporting tools to log run timestamp, Opportunity ID, requester handle, and status.
Zapier Tablesor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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