Sales Proposals & Follow-up Automation
The workflow
Sales enquiry handling connects contact creation, proposal preparation and follow-up across several tools.
The solution
The workflow uses enquiry details to create CRM contacts, prepare tailored proposal drafts and coordinate follow-up.
Engineering scope
Make.com connects Typeform, HubSpot, OpenAI, Google Docs and Gmail, with deal-stage updates as work progresses.
Delivered capabilities
Enquiry information feeds CRM contacts and proposal drafts, while follow-up activity and deal-stage updates stay connected through the workflow.
Project presentation
Conceptual workflow illustration; not a product screenshot.
Plan a related project
Explore AI & Business Process Automation for the related delivery scope. Define who reviews proposal terms and approves communications before any automation is enabled. Discuss your proposal and follow-up workflow.