Automatically pull client information from your CRM and generate customized sales proposals using AI agents, then deliver them via email.
Workflow Steps
HubSpot
Trigger on new deal stage
Set up a workflow trigger when a deal moves to 'Proposal Needed' stage. This captures client data including company name, contact info, deal value, and custom fields with specific requirements.
Zapier
Extract and format CRM data
Connect HubSpot to Zapier and map the deal properties. Format the data into a structured prompt including client name, industry, deal size, pain points, and specific requirements from the CRM fields.
OpenAI GPT-4
Generate customized proposal
Send the formatted client data to GPT-4 with a detailed prompt template. Include your company's service offerings, pricing structure, and proposal format. The AI generates a complete, personalized proposal document.
Gmail
Send proposal via email
Automatically send the generated proposal to the primary contact with a personalized subject line and email body. Include the proposal as a PDF attachment and CC relevant team members from the CRM.
Workflow Flow
Step 1
HubSpot
Trigger on new deal stage
Step 2
Zapier
Extract and format CRM data
Step 3
OpenAI GPT-4
Generate customized proposal
Step 4
Gmail
Send proposal via email
Why This Works
Combines CRM data richness with AI writing capabilities to create personalized proposals at scale, eliminating manual copy-paste work while maintaining quality.
Best For
Sales teams that need to create multiple customized proposals weekly
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