HubSpot Proposify Integration

Connect Proposify with HubSpot

Fully Secure Integration

Scalable & Fast

Support Included

HubSpot logo

Examples of Integration Workflow Triggers and Actions

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.

Proposal Status Changed

Activated when the status of a proposal changes (e.g., from sent to viewed, accepted, or declined) in Proposify, providing insights into proposal engagement and progression for follow-up in HubSpot.

Trusted by hundreds of organizations

  • Vendr logo
  • Xero-svg
  • Semrush logo
  • edx logo
  • ibm-svg
  • Ep wealth logo
  • Gympass logo
  • Virsec-icon

WORK WITH US

Got more questions?

 

Frequently Asked Questions

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.