1.Starts sub-zap on deal ID
Integrate Sub-Zap by Zapier and automation workflows to start proposal creation when an incoming deal ID arrives.
Create and send client proposal, record shortlink to CRM
Automatically find deal records across Pipeline CRM and generate branded proposals with PandaDoc when an incoming deal ID starts. Create and update when qualifying deal records need documents and shortlinksβso you can send proposals, shorten shared links, and update CRM follow-up fields without manual reporting.
How this automation protects proposal follow-up
When incoming deal IDs start without timely proposal links, follow-ups stall and clients get harder-to-track documents. This automation finds the deal, generates and sends the document, shortens the link, and updates deal and marketing recordsβso your team can act fast.
Sub-Zap by Zapieror swap with your favorite app
2.Finds deal record by ID
Integrate Pipeline CRM, CRM data tools, and deal records to find the deal and retrieve deal and primary contact fields.
Pipeline CRMor swap with your favorite app
3.Looks up template ID
Integrate Formatter by Zapier, template mapping tools, and CRM fields to map proposal type to a stored template ID.
Formatter by Zapieror swap with your favorite app
4.Creates and sends proposal
Integrate PandaDoc and document tools to create a branded proposal, set pricing, and send the document to the client.
PandaDocor swap with your favorite app
5.Shortens the shared link
Integrate URL Shortener by Zapier and link management tools to shorten the PandaDoc shared link for easy sharing.
URL Shortener by Zapieror swap with your favorite app
6.Updates deal with shortlink
Integrate Pipeline CRM, CRM fields, and custom record updates to store the shortlink in the configured deal custom field.
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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
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