1.Monitors deal stage update
Integrate HubSpot, CRM data, and deal tracking to watch for presentation stage changes and route quote generation.
Create client proposal and review task from deal
Automatically monitor deal stage updates across HubSpot and sales proposal tools. Create and update when presentation stage entered, deal stage updates, or deal moves to presentationβso you can publish project links, assign review tasks, and update deal references without manual follow-up.
How this automation accelerates your proposal reviews
When a deal reaches presentation stage, delays can stall approvals and slow proposal delivery. This automation watches deal updates and builds proposal metadata in real time, then creates projects, adds CRM notes, assigns review tasks, and updates the dealβso your team can move faster.
HubSpotor swap with your favorite app
2.Retrieves deal and related records
Integrate HubSpot and CRM data mapping to pull the deal record and map fields to proposal variables.
3.Formats dates and due timestamps
Integrate Formatter by Zapier and reporting tools to format current date and generate due timestamps.
Formatter by Zapieror swap with your favorite app
4.Selects proposal template and tags
Integrate Code by Zapier and data transformation tools to pick the template and assemble proposal metadata.
Code by Zapieror swap with your favorite app
5.Creates project from template
Integrate Qwilr and eSignature-ready publishing tools to create a project and return a public project link.
Qwilror swap with your favorite app
6.Creates review task and updates deal
Integrate HubSpot and CRM task tools to create an engagement task for the deal owner and update the deal.
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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