1.Catches hook deal payload
Integrate Webhooks by Zapier and mapping data to capture the incoming deal payload and pass deal reference fields downstream.
Create proposal from new webhook and update CRM deal
Automatically catch incoming deal payloads across Webhooks by Zapier and HubSpot. Automatically create proposals, update deal fields with proposal links, and notify your sales channel when deal submitted, deal payload received, or deal reference providedβso you can avoid manual follow-up.
How this automation accelerates your proposal handoff
When a new deal arrives, delays can break the proposal flow and leave teams waiting on links and IDs. This automation enriches company and contact data, creates proposals, updates the HubSpot deal, and notifies Slackβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Enriches company and contact
Integrate Sub-Zap by Zapier and enrichment sources to map webhook fields into company and contact context for proposal inputs.
Sub-Zap by Zapieror swap with your favorite app
3.Creates or finds a proposal
Integrate Sub-Zap by Zapier and proposal tools to create or find company records and generate a proposal with an ID and link.
4.Updates HubSpot deal with proposal
Integrate HubSpot and CRM deal fields to write the proposal ID and proposal link and set a sync-status flag.
HubSpotor swap with your favorite app
5.Sends proposal link to sales channel
Integrate Slack and team messaging tools to post the company display name and proposal link for coordinated action.
Slackor 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
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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
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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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