When this happens...
HubSpot CRMNew Contact

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

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 HubSpot CRM + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
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.

New Contact Property Change

Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

Create Company

Creates a new company.

Proposal Won

Triggers when a proposal is accepted by a client.

Create or Update Contact

Create a new contact or update an existing contact based on email address.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Update Company

Updates an existing company.

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Become a Zapier Integration Partner

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.

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