1.Catch hook for incoming proposals
Integrate Webhooks by Zapier and data parsing tools to capture proposal payload data to start the workflow.
Update deal record and save proposal draft files
Automatically monitor incoming proposal payloads across Webhooks by Zapier, HubSpot, and Google Drive. Update deal fields, upload proposal drafts, and log proposal entries when proposal payloads arrive, deal references are sent, or proposal versions updateβso you can avoid manual reconciliation.
How this automation keeps your deal records current
When incoming proposal payloads land but deal records and draft files stay scattered, review slows and errors slip through. This automation finds and updates deal fields, uploads draft files, creates a deal note, and logs each proposalβso your team can move fast with clean records.
Webhooks by Zapieror swap with your favorite app
2.Find deal by ID
Integrate HubSpot and CRM data tools to look up the related deal to map the incoming proposal.
HubSpotor swap with your favorite app
3.Updates deal with proposal fields
Integrate HubSpot and CRM field mapping to update deal amount and version markers to reflect the latest proposal.
4.Upload proposal draft file
Integrate Google Drive and file storage tools to upload the draft file to the project folder or drafts folder.
Google Driveor swap with your favorite app
5.Create note on deal
Integrate HubSpot and deal timeline tools to create a note with summary text and file links for context.
6.Append proposal log row
Integrate Google Sheets and reporting tools to append a row to the Proposal Log worksheet for audit and review.
Google Sheetsor swap with your favorite app
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Explore all quote management automations
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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