Bidsketch
When this happens...
HubSpot CRMNew Contact
Then do this...
BidsketchCreate Client

Want to be sure your HubSpot client information is also available on Bidsketch? Set up this Zap and we'll handle all that tedious data transfer for you. It will trigger whenver a new contact is added on HubSpot CRM after that, automatically creating a client on Bidsketch with all the needed information.

How It Works

  1. A new client is created on HubSpot CRM
  2. Zapier automation creates a client on Bidsketch

What You Need

  • HubSpot CRM account
  • Bidsketch account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Bidsketch + HubSpot CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Client

Triggered when a client is created through the API or in the Bidsketch app

Create Client

Creates a new client

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Create a Proposal

This starts a new proposal

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

Create Fee

Creates a new fee

New Deal

Triggers when a new deal is created.

Create Deal

Creates a new deal.

New Contact

Triggered every time a new contact is created in HubSpot.

Update Deal

Updates an existing deal.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Bidsketch helps you create professional proposals in minutes.

HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.

See HubSpot CRM Integrations