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
- A contact is updated 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.