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HubSpot + Proposify

Create HubSpot tickets when new Proposify proposals are won

Streamline your sales process by connecting Proposify and HubSpot with this efficient workflow. When a proposal is won in Proposify, a ticket will be created in HubSpot, keeping your customer support team in the loop and ensuring timely follow-up on successful deals. Save time and enhance communication between departments with this simple yet powerful automation.

Streamline your sales process by connecting Proposify and HubSpot with this efficient workflow. When a proposal is won in Proposify, a ticket will be created in HubSpot, keeping your customer support team in the loop and ensuring timely follow-up on successful deals. Save time and enhance communication between departments with this simple yet powerful automation.

  1. When this happens...
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Ticket

    Creates a Ticket in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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About HubSpot

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Related categories

  • Marketing Automation

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About Proposify

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