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4.8/5 Average rating
Proposify + HubSpot
Integration
Customized to your business needs
Effortless Proposal Management
Integrate Proposify with HubSpot to streamline proposal creation, tracking, and management, ensuring a seamless sales process from lead to close.
01
Effortless Proposal Management
Integrate Proposify with HubSpot to streamline proposal creation, tracking, and management, ensuring a seamless sales process from lead to close.
Real-time Proposal Analytics
Leverage Proposify's real-time analytics and insights integrated into HubSpot to track proposal engagement, identify hot leads, and optimize sales strategies.
02
Real-time Proposal Analytics
Leverage Proposify's real-time analytics and insights integrated into HubSpot to track proposal engagement, identify hot leads, and optimize sales strategies.
Automated Deal Progression
Automatically update deal stages and progress in HubSpot based on proposal status changes in Proposify, providing a unified view of your sales pipeline.
03
Automated Deal Progression
Automatically update deal stages and progress in HubSpot based on proposal status changes in Proposify, providing a unified view of your sales pipeline.



Connect Proposify with HubSpot
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Example Workflow Triggers and Actions
Available via Custom Integration. Request a Quote.
New Proposal Created
Triggered when a new proposal is created in Proposify, facilitating immediate syncing of proposal data with HubSpot for tracking and analysis.
Proposal Updated
Activated when proposal information is updated or modified in Proposify, ensuring that the latest data is synced with HubSpot for accurate sales reporting and management.
Proposal Sent
Triggered when a proposal is sent to a prospect or client through Proposify, enabling integration with HubSpot for tracking and follow-up on proposal engagements.
Proposal Viewed
Activated when a proposal is viewed by a prospect or client through Proposify, providing insights into proposal engagement and interest for follow-up in HubSpot.
Proposal Accepted
Triggered when a proposal is accepted by a prospect or client through Proposify, facilitating integration with HubSpot for lead conversion and sales pipeline management.
Proposal Declined
Activated when a proposal is declined by a prospect or client through Proposify, providing insights into potential objections or areas for improvement for follow-up in HubSpot.
New Section Added to Proposal
Triggered when a new section is added to a proposal in Proposify, enabling integration with HubSpot for tracking and analysis of proposal content and structure.
Section Updated in Proposal
Activated when a section is updated or modified within a proposal in Proposify, ensuring that the latest content is synced with HubSpot for accurate sales reporting and management.
Proposal Expiry Reminder
Triggered when a proposal's expiration date approaches in Proposify, facilitating integration with HubSpot for timely follow-up and re-engagement with prospects.
×



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Integrations built by experts

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Systems Security

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Customer Reviews
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Carrie Dudley
Director of Client Services -
Ben Oaksmith
Principal & Founder -
Ryan Ondriezek
Associate Creative Director -
Lauren Meeks
Accounting Manager -
Katie Herrmann
Director of Digital Strategy -
Dillon Jones
Digital Marketing Lead -
Tooraj Arvajeh
CEO & Co-Founder

"They excel in communicating directly with clients and third-party software providers."
Illumine8
"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

"We highly recommend HubBase."
Oaksmith Yachts
HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

"HubBase is by far the best company I've had the privilege to collaborate with"
Amobee
Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

"An Amazing Partner!"
GossRV
The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

"Quick, Quality Dev Work."
Profile Plan
I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

"I would absolutely hire them again!”
Dillon Jones, LLC
“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

"I highly recommend working with this team."
Perl Street
HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

"They excel in communicating directly with clients and third-party software providers."
Illumine8
"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

"We highly recommend HubBase."
Oaksmith Yachts
HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

"HubBase is by far the best company I've had the privilege to collaborate with"
Amobee
Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

"An Amazing Partner!"
GossRV
The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

"Quick, Quality Dev Work."
Profile Plan
I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

"I would absolutely hire them again!”
Dillon Jones, LLC
“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

"I highly recommend working with this team."
Perl Street
HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.
Effortless Proposal Management
Integrate Proposify with HubSpot to streamline proposal creation, tracking, and management, ensuring a seamless sales process from lead to close.
Real-time Proposal Analytics
Leverage Proposify's real-time analytics and insights integrated into HubSpot to track proposal engagement, identify hot leads, and optimize sales strategies.
Automated Deal Progression
Automatically update deal stages and progress in HubSpot based on proposal status changes in Proposify, providing a unified view of your sales pipeline.
×



Hubspot integration FAQs
Hubspot integration FAQs
Integration questions demystified for marketing teams
How does the HubSpot Proposify Integration streamline proposal management?
Can Proposify help in improving sales collaboration within HubSpot?
How does Proposify accelerate sales cycles within HubSpot?
Is it possible to track proposal engagement and interest within HubSpot through Proposify?
Can Proposify help in identifying potential objections or areas for improvement in proposals within HubSpot?
How customizable are the proposals created using Proposify within HubSpot?
Does the integration support timely follow-up and re-engagement with prospects within HubSpot?
Can Proposify help in analyzing the effectiveness of proposal content and structure within HubSpot?
How does Proposify contribute to lead conversion and sales pipeline management within HubSpot?
Are there any limitations to the types of proposals and engagements that can be tracked and synced with HubSpot through Proposify?
How does the HubSpot Proposify Integration streamline proposal management?
The integration streamlines proposal management by syncing proposal data between Proposify and HubSpot, ensuring a seamless sales process from proposal creation to deal closure.
Can Proposify help in improving sales collaboration within HubSpot?
Yes, Proposify's collaborative features improve sales collaboration by enabling team members to work together on proposals and sync proposal data with HubSpot for centralized sales management and tracking.
How does Proposify accelerate sales cycles within HubSpot?
Proposify accelerates sales cycles by providing analytics and insights to track proposal performance and identify promising leads within HubSpot, facilitating timely follow-up and nurturing for increased conversion.
Is it possible to track proposal engagement and interest within HubSpot through Proposify?
Absolutely, Proposify enables tracking of proposal engagement and interest within HubSpot by syncing data on proposal views, accepts, and declines, providing insights for targeted follow-up and conversion efforts.
Can Proposify help in identifying potential objections or areas for improvement in proposals within HubSpot?
Yes, Proposify provides insights into potential objections or areas for improvement by tracking proposal statuses and engagements within HubSpot, enabling sales teams to address concerns and refine proposals for better conversion rates.
How customizable are the proposals created using Proposify within HubSpot?
Proposals created using Proposify within HubSpot are highly customizable, allowing for personalized branding, content, and structure to align with your sales process and client preferences.
Does the integration support timely follow-up and re-engagement with prospects within HubSpot?
Yes, the integration supports timely follow-up and re-engagement with prospects within HubSpot by providing alerts and reminders for proposal expiration dates and status changes, enabling proactive outreach and relationship management.
Can Proposify help in analyzing the effectiveness of proposal content and structure within HubSpot?
Absolutely, Proposify provides insights into the effectiveness of proposal content and structure by tracking engagement metrics and proposal statuses within HubSpot, facilitating data-driven decision-making and optimization for improved sales performance.
How does Proposify contribute to lead conversion and sales pipeline management within HubSpot?
Proposify contributes to lead conversion and sales pipeline management within HubSpot by providing insights into proposal engagements and conversions, enabling sales teams to prioritize leads and focus on high-potential opportunities for revenue growth.
Are there any limitations to the types of proposals and engagements that can be tracked and synced with HubSpot through Proposify?
Proposify supports the tracking and syncing of various types of proposals and engagements within HubSpot, with flexibility to meet diverse sales and marketing needs, ensuring accurate sales reporting and management.
The integration streamlines proposal management by syncing proposal data between Proposify and HubSpot, ensuring a seamless sales process from proposal creation to deal closure.
Yes, Proposify's collaborative features improve sales collaboration by enabling team members to work together on proposals and sync proposal data with HubSpot for centralized sales management and tracking.
Proposify accelerates sales cycles by providing analytics and insights to track proposal performance and identify promising leads within HubSpot, facilitating timely follow-up and nurturing for increased conversion.
Absolutely, Proposify enables tracking of proposal engagement and interest within HubSpot by syncing data on proposal views, accepts, and declines, providing insights for targeted follow-up and conversion efforts.
Yes, Proposify provides insights into potential objections or areas for improvement by tracking proposal statuses and engagements within HubSpot, enabling sales teams to address concerns and refine proposals for better conversion rates.
Proposals created using Proposify within HubSpot are highly customizable, allowing for personalized branding, content, and structure to align with your sales process and client preferences.
Yes, the integration supports timely follow-up and re-engagement with prospects within HubSpot by providing alerts and reminders for proposal expiration dates and status changes, enabling proactive outreach and relationship management.
Absolutely, Proposify provides insights into the effectiveness of proposal content and structure by tracking engagement metrics and proposal statuses within HubSpot, facilitating data-driven decision-making and optimization for improved sales performance.
Proposify contributes to lead conversion and sales pipeline management within HubSpot by providing insights into proposal engagements and conversions, enabling sales teams to prioritize leads and focus on high-potential opportunities for revenue growth.
Proposify supports the tracking and syncing of various types of proposals and engagements within HubSpot, with flexibility to meet diverse sales and marketing needs, ensuring accurate sales reporting and management.
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