Turn HubSpot CRM contacts into Proposify clients

Turn contacts into clients when you set up this HubSpot CRM to Proposify automation. Once set up, each time a new contact is created in HubSpot CRM, Zapier will create a new client in Proposify. Sync your contacts automatically and focus your efforts on building great proposals.

How It Works

  1. A new contact is created in HubSpot CRM
  2. Zapier creates a new client in Proposify

What You Need

  • HubSpot CRM account
  • Proposify account
Turn HubSpot CRM contacts into Proposify clients
HubSpot CRM integration logo

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.

Proposify integration logo

Streamline your proposals in the cloud with designer-friendly proposal software.

What Is Zapier?

Get Help