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
- A new contact is created in HubSpot CRM
- Zapier creates a new client in Proposify
What You Need
- HubSpot CRM account
- Proposify account
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Triggers when a new deal is created.
Creates a new deal.
Triggered every time a new contact is created in HubSpot.
Updates an existing deal.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Creates a new company.
Triggers when a proposal is accepted by a client.
Create a new contact or update an existing contact based on email address.
Triggers when a client has left a comment on the client view.
Updates an existing company.