Create Proposify clients when HubSpot CRM contacts are updated

Sync your contact lists and make sure you have the correct information when you use this HubSpot CRM to Proposify automation. Set it up, and each time a contact is updated in HubSpot CRM, Zapier will create a new client in Proposify. Don't waste your time updating your contact list, instead, focus on landing new deals!

How It Works

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

What You Need

  • HubSpot CRM account
  • Proposify account
Create Proposify clients when HubSpot CRM contacts are updated
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.

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