HubSpot CRM
When this happens...
HubSpot CRMNew Contact Property Change
Then do this...
Proposify (Legacy)Create Client (V1)

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

Why Zapier?


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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.

Learn More

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

See Proposify Integrations