1.Captures proposal payload
Integrate Better Proposals and proposal tracking to map proposal totals, preview link, and contact details into CRM-ready fields.
Update CRM when a proposal is sent to prospect
Automatically monitor proposal sent events across Better Proposals and NetHunt CRM. Create and update when proposal sent, preview link published, or proposal date capturedβso you can update deal value, set quote expiry, and link proposal context without manual paperwork.
How this automation updates your CRM deals
When proposal sends are handled manually, CRM deals drift out of date and reps lose time finding the latest context. This automation captures proposal payloads and qualifying signals, waits briefly, computes quote expiry, and updates NetHunt CRM fieldsβso your team works from current quotes.
Better Proposalsor swap with your favorite app
2.Filters qualifying proposals
Integrate Filter by Zapier to ignore internal templates and stop low value proposals before any CRM updates happen.
Filter by Zapieror swap with your favorite app
3.Delays briefly for metadata
Integrate Delay by Zapier to pause for 1 minute so proposal metadata is finalized before CRM reads and writes.
Delay by Zapieror swap with your favorite app
4.Formats quote expiry date
Integrate Formatter by Zapier to add 30 days to the proposal creation date and format expiry as YYYY-MM-DD.
Formatter by Zapieror swap with your favorite app
5.Finds and updates deal record
Integrate NetHunt CRM to update deal value, quote expiry, proposal link, contact fields, and set the quoted deal stage.
NetHunt CRMor 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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