Proposal creation
Without Sanka
Reps ask in chat who should draft the next proposal
With Sanka
Auto-route based on stage, amount, or product
Route HubSpot deals to the right owner and next action automatically
Use HubSpot deal stage, amount, product, territory, and owner context to route proposal work, quote review, approvals, and post-close follow-up.
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HubSpot Deal Routing
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Trusted by 1,000+ teams
Overview
Turn HubSpot deal handoffs from manual pings into governed rules
Route by HubSpot deal context
Use stage, amount, product, territory, company attributes, line items, and custom properties as conditions.
Assign the right reviewer
Send proposal drafting, quote review, discount approval, and legal checks to the right owner.
Escalate missed SLAs
If an owner does not act in time, notify or reassign to a backup owner with a clear audit trail.
Workflow
Connect HubSpot deals to the next owner automatically
- 01Update the HubSpot dealSales updates stage, amount, product, company context, and line items in HubSpot.
- 02Evaluate routing rulesSanka reads the deal context and decides whether proposal, quote review, approval, or follow-up work is needed.
- 03Assign the ownerThe right person, team, or approver receives the next action automatically.
- 04Monitor the SLASanka reminds, escalates, or reassigns when work is not handled on time.
Compare
HubSpot stage progress does not always make the next owner clear
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Proposal creation | Reps ask in chat who should draft the next proposal | Auto-route based on stage, amount, or product |
| Quote review | Discounts and non-standard terms can skip review | Assign reviewers and approvers from governed conditions |
| Post-close follow-up | CS or delivery handoff waits after Closed Won | Create next actions from the won deal context |
| SLA management | Teams notice delays only after the handoff slips | Track deadlines, reminders, reassignment, and escalation |
Quote review
Without Sanka
Discounts and non-standard terms can skip review
With Sanka
Assign reviewers and approvers from governed conditions
Post-close follow-up
Without Sanka
CS or delivery handoff waits after Closed Won
With Sanka
Create next actions from the won deal context
SLA management
Without Sanka
Teams notice delays only after the handoff slips
With Sanka
Track deadlines, reminders, reassignment, and escalation
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
If you feel paper or Excel-based management has reached its limit, the first step is to digitize what actually happens on the floor.
FAQ
Frequently asked questions
How is this different from HubSpot workflows?
HubSpot workflows focus on CRM records. Sanka can route work across quotes, approvals, orders, invoices, tasks, and downstream operations with one SLA and audit layer.
Which HubSpot fields can routing rules use?
Deal stage, amount, product, company attributes, owner, line items, and custom properties can be used as routing conditions.
Can this route proposal and quote review work?
Yes. Rules can assign proposal drafting, quote review, discount approval, and other deal-desk work based on deal context.
What happens when an owner is unavailable?
Availability and missed SLA can trigger reassignment or escalation to another owner or backup team.