Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

heading shape

New Proposal Created

Triggered when a new proposal is created in Proposify, facilitating immediate syncing of proposal data with HubSpot for tracking and analysis.

heading shape

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.

heading shape

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.

heading shape

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.

heading shape

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.

heading shape

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.

heading shape

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.

heading shape

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.

heading shape

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.

Hubspot Platinum Partner Badge

Integrations built by experts

CMS Developers I Badge
CMS Developers I
Hubspot Certified
CMS Developers II Badge
CMS Developers II
Hubspot Certified
HubSpot CMS Implementation Badge Logo 1
CMS Implementation
Hubspot Certified
Academy SEO
Academy SEO
Hubspot Certified
Inbound
Inbound
hubspot certified
Marketing hub
Marketing Hub
hubspot certified
Client Management
Client Management
hubspot certified
Inbound Marketing Badge
Inbound Marketing
hubspot certified
Shopify_Partner 1 (1)
Certified Partner
Shopify Certified
OWASP
OWASP Contributor
Owasp Certified
CEH 1
Ethical Hacker
eu council certified
large-mcafee-institute-logo 1 (1)
Systems Security
Mcafee Certified
Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986
CRM Integration Logo

Google Sheets

Connect

Enhance data management with HubSpot Google Sheet Integration. Seamlessly sync data between HubSpot and Google Sheets for improved organization and analytics.

CRM Integration Logo

Slack

Connect

Experience the power of HubSpot Slack Integration. Connect HubSpot with Slack to foster seamless communication and enhance collaboration. Explore the benefits of this integration for improved team efficiency.

CRM Integration Logo

QuickBooks

Connect

Simplify financial management by integrating HubSpot with QuickBooks. Enhance accuracy and streamline processes for improved business financials.

CRM Integration Logo

Salesforce

Connect

Discover the benefits of HubSpot Salesforce Integration. Streamline CRM processes by seamlessly connecting HubSpot with Salesforce. Enhance your marketing and sales strategies with this seamless integration.

CRM Integration Logo

Wordpress

Connect

Explore the advantages of HubSpot WordPress Integration. Seamlessly integrate HubSpot with WordPress for improved marketing workflows and increased efficiency. Elevate your digital strategy with this seamless integration.

CRM Integration Logo

Mailchimp

Connect

Take your email marketing to the next level! This guide explains how to integrate Mailchimp with HubSpot for powerful automation, better insights, and a more unified customer experience.

CRM Integration Logo

Stripe

Connect

Optimize payment processing with HubSpot Stripe Integration. Seamlessly connect your HubSpot account with Stripe for efficient and secure transactions.

CRM Integration Logo

Asana

Connect

Optimize project collaboration by integrating HubSpot with Asana. Streamline communication and workflow for improved efficiency and project success.

CRM Integration Logo

Shopify

Connect

Optimize your e-commerce marketing with HubSpot Shopify Integration. Streamline workflows and enhance customer engagement for a successful online store.

CRM Integration Logo

Zoom

Connect

Enhance virtual collaboration with HubSpot Zoom Integration. Seamlessly integrate Zoom with HubSpot for improved communication and collaboration in virtual meetings.

Customer Reviews

  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

John Karger

"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.

Proposify logo

Proposify + HubSpot

bullet icon

Effortless Proposal Management

Integrate Proposify with HubSpot to streamline proposal creation, tracking, and management, ensuring a seamless sales process from lead to close.

bullet icon

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.

bullet icon

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

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.

Book a consultation call