Better Proposals + HubSpot

Update deals in HubSpot when proposals are signed in Better Proposals

Stay on top of business momentum with this smart workflow. When a proposal gets signed in Better Proposals, a deal update is set off in HubSpot. This automation smoothly connects your sales process, enabling you to focus more on crafting successful proposals and less on manual data entry in your CRM. Maintain a streamlined operation and save precious time in your sales cycle.

Stay on top of business momentum with this smart workflow. When a proposal gets signed in Better Proposals, a deal update is set off in HubSpot. This automation smoothly connects your sales process, enabling you to focus more on crafting successful proposals and less on manual data entry in your CRM. Maintain a streamlined operation and save precious time in your sales cycle.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

  • Better Proposals triggers, actions, and search

    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Paid

    Triggers when a proposal is paid.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed.

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • 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

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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