1.Catches incoming proposal payloads
Integrate Webhooks by Zapier and data extraction tools to receive the proposal payload and to extract proposal reference fields.
Create or update proposal deals from incoming webhooks
Automatically capture incoming proposal payloads across Webhooks by Zapier and HubSpot CRM. Create and update CRM deals when proposal payload received, proposal reference submitted, or proposal metadata updatesβso you can map deal fields, assign owners, and preserve proposal context without manual data cleanup.
How this automation updates your proposal deals fast
When incoming proposal webhooks need manual cleanup, deal records get outdated and outreach slows down. This automation parses the proposal payload, filters and routes the event, transforms fields, and updates HubSpot CRM dealsβso your team can act on accurate quote context quickly.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying proposal submissions
Integrate Filter by Zapier and rule engines to stop processing for excluded submissions and to continue only for qualifying proposals.
Filter by Zapieror swap with your favorite app
3.Branches create versus update events
Integrate Paths by Zapier and routing tools to evaluate the webhook event type and to route to the correct create or update path.
Paths by Zapieror swap with your favorite app
4.Transforms and enriches deal properties
Integrate Code by Zapier and data normalization tools to normalize dates, coerce fee lists, and map fields to deal properties.
Code by Zapieror swap with your favorite app
5.Finds and updates CRM deals
Integrate HubSpot CRM and CRM enrichment tools to find or create deals by proposal reference ID, then to map fields and associations.
HubSpotor swap with your favorite app
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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.
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