1.Monitor deal stage change
Integrate HubSpot to detect deal stage moving to presentation stage and pass deal context forward.
Create proposal project and update CRM deal record
Automatically watch deals moving to presentation stage across HubSpot, CompanyCam, and SumoQuote. Create and update proposal projects when deals advance to presentation stage, owner details update, or primary contact selection shiftsβso you can send proposal links, attach job photos, and update deal notes without manual coordination.
How this automation accelerates proposal turnaround
When deals reach presentation stage, delays can stall outreach and slow down quote delivery. This automation maps deal contacts, creates photo and proposal projects, and updates the deal with a proposal linkβso your team can act immediately.
HubSpotor swap with your favorite app
2.Find deal contacts and owner
Integrate HubSpot and CRM lookups to find associated contacts and owner, then map customer fields to your proposal inputs.
3.Extract primary contact ID
Integrate Code by Zapier and data transformation tools to extract the primary contact ID for subsequent lookups.
Code by Zapieror swap with your favorite app
4.Create or find photo project
Integrate CompanyCam and project management tools to find or create a project and sync job photos.
CompanyCamor swap with your favorite app
5.Create proposal project
Integrate SumoQuote and proposal generation tools to create a proposal project and return the proposal project link.
SumoQuoteor swap with your favorite app
6.Update deal and add note
Integrate HubSpot and note-taking tools to update the deal with proposal links and create a deal note.
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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
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