Better Proposals + HubSpot
Create new HubSpot deals from Better Proposals new proposals
When a new proposal is generated in Better Proposals, streamline your sales process with this workflow that creates a new deal in HubSpot. This makes your sales pipeline more efficient by simultaneously managing your proposals and deals. Ensuring a swift response to proposals, your business can enhance lead management and foster customer relationships effectively.
When a new proposal is generated in Better Proposals, streamline your sales process with this workflow that creates a new deal in HubSpot. This makes your sales pipeline more efficient by simultaneously managing your proposals and deals. Ensuring a swift response to proposals, your business can enhance lead management and foster customer relationships effectively.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
- Free forever for core features
- 14 day trial for premium features & apps
New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNote
Additional properties to retrieve
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Note
Additional properties to retrieve
Try It
