1.New RFP form submission detected
Integrate HubSpot and form systems to detect a new RFP intake entry and kick off deal creation.
Create CRM deal records from inbound RFP form submissions
Automatically detect new form submission events across HubSpot and Formatter by Zapier. Create and update CRM deal records when RFP submissions arrive, new requests submit, or intake form entries completeβso you can format dates, enrich deal fields, and create deals without manual data entry.
How this automation creates CRM deal records
When a new RFP form submission lands, delays can pile up and quoting slows down. This automation formats key dates and creates a HubSpot deal recordβso your team can move from request to quote faster.
HubSpotor swap with your favorite app
2.Formats entered deal date
Integrate Formatter by Zapier and date formatting tools to map submission date fields to consistent entered dates.
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3.Formats campaign date range
Integrate Formatter by Zapier and date formatting tools to format campaign start and end values for deal fields.
4.Creates and populates CRM deal
Integrate HubSpot and CRM systems to create a deal, match or create contacts by email, and set pipeline and stage.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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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
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.
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