HubSpot + Offri

HubSpot + Offri integrations

Create Offri proposals from updated HubSpot stages

Streamline your sales process with this efficient workflow. Whenever a deal stage is updated within HubSpot, a new proposal gets created in Offri. This automation not only boosts your productivity but also ensures a swift transition from deal negotiation to proposal creation, keeping your sales momentum going.

When this happens...
Updated Deal StageTriggers when a deal enters a specified stage.
TriggerPolling
automatically do this!
Create ProposalCreates a proposal, optionally from a template.
ActionWrite

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More things you can do with HubSpot and Offri

Discover other triggers and actions you can use with HubSpot and Offri

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
Try It

- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It

- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
- Proposal Status
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Title
  Required
- Expire on
- Language
- Contact
- Custom metadata
Action
Write
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
- Email address
- Create Contact Person if no Contact Person is found
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
Action
Write
- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Client
  Required
- Matches
  Required
- Name
- Email address
Action
Search
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
  Required
- Email
Action
Search or write

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Contact
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Matches
  Required
- Name
- Email address
- Client Number
- Create contact if no contact is found
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Contact to remove
  Required
Action
Write
- Workspace
  Required
- Contact to update
  Required
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Find by
  Required
Action
Search
- Workspace
  Required
- Find by
  Required
- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Search or write

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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About Offri

Offri enables you to create great looking proposals quickly.

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Proposal & Invoice Management

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Create Offri proposals for new HubSpot contacts