Send new proposal details to CRM and marketing

Your sent proposals can lack structured deal IDs and contact context, causing follow-up gaps and manual updates. This routes proposals into CRM and marketing so teams act on leads within minutes.

Overview

When proposals go out without a parsed deal ID or consistent payload, follow-up automations and nurture campaigns stall. This flow extracts a usable deal identifier, conditionally routes payloads, and delivers prospect context to sales and marketing systems within minutes so pipeline and nurture start the same day.