1.Detect new project
Integrate SubcontractorHub, project intake tools, and workflow triggers to start proposal creation for new projects.
Create proposal from new project for sales review
Automatically create sales proposals across SubcontractorHub and Salesforce. Automatically create and populate proposal records when new project arrives, system specs update, or finance terms calculateβso you can speed up approvals, standardize proposal fields, and keep sales review moving without manual quoting.
How this automation speeds up your proposal reviews
When new projects trigger incoming proposal work, delays can slow sales review and create inconsistent quotes. This automation calculates finance term years, creates a Salesforce proposal record, and populates proposal fieldsβso your team can review faster.
SubcontractorHubor swap with your favorite app
2.Calculates term years field
Integrate Formatter by Zapier and data transformation tools to convert term-in-months into term years for the proposal.
Formatter by Zapieror swap with your favorite app
3.Creates proposal record
Integrate Salesforce and CRM workflows to create the proposal record, set Proposal Status, and populate proposal fields.
Salesforceor 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
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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