HubSpot + ProWorkflow

HubSpot + ProWorkflow integrations

Create new HubSpot deals from new ProWorkflow quotes instantly

Create a seamless transition from quote to deal with this ProWorkflow and HubSpot workflow. When a new quote is generated in ProWorkflow, a deal will effortlessly be crafted in HubSpot, ensuring you never miss an opportunity to close a sale. It's a straightforward solution to streamline your sales process and keep your operations running smoothly.

When this happens...
New QuoteTriggered when a Quote is added to ProWorkflow.
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Create DealCreates a Deal in HubSpot.
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More things you can do with ProWorkflow and HubSpot

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

Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
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Completed Task
Triggered when a Task is completed in ProWorkflow.
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Update Company
Triggered when a Company is edited in ProWorkflow.
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Instant
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Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
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Instant
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Update Message
Triggered when a Message is edited in ProWorkflow.
Trigger
Instant
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Update Project Request
Triggered when a Project Request is edited in ProWorkflow.
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Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
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Update Time
Triggered when a Time is edited in ProWorkflow.
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Instant
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New Contact
Triggered when a Contact is added to ProWorkflow.
Trigger
Instant
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New Invoice
Triggers when an Invoice is added to ProWorkflow.
Trigger
Instant
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New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
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New Project
Triggered when a Project is added to ProWorkflow.
Trigger
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New Quote
Triggered when a Quote is added to ProWorkflow.
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Instant
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New Task
Triggered when a Task is added to ProWorkflow.
Trigger
Instant
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Make Project Active
Triggered when a Project is reactivated in ProWorkflow.
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Instant
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Create Timer
Triggered when a Timer is started in ProWorkflow.
Trigger
Instant
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- Project ID
  Required
- Link
  Required
- Title
Action
Write
- Tag ID
- Name
  Required
- Type
  Required
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Country
- Email
- Facebook
- Fax
- LinkedIn URL
- Phone
- State
- Twitter
- Zip Code
Action
Write
- Task ID
  Required
- Contact ID
  Required
Action
Write
- Project ID
  Required
- Name
  Required
- Cost
  Required
- Date
- Description
- Taxable
- Invoiced
Action
Write
- Category ID
  Required
- Name
  Required
- Contacts
- API Fields
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
Action
Write
- Company ID
  Required
- Contact ID
  Required
- Invoice Title
  Required
- Project ID
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Title
  Required
- Project Number
- Client Company ID
  Required
- Category ID
- Manager ID
- Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- API Fields
- Autonumber Option ID
- Client Access
- Clients
- Complete Date
- Contractors
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Invoice Total
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
Action
Write
- Quote ID
  Required
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Line Item Description
- Line Item Taxable
Action
Write
- Project ID
  Required
- Shared Note Title
  Required
- Shared Note Content
  Required
Action
Write
- Tag Name
  Required
Action
Write
- Name
  Required
- Project ID
  Required
- Contacts
- Category ID
- Template ID
- Add Template Contacts
- API Fields
- Billable
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
- Service Name
- Service Description
- Service Rate
Action
Write
- Project Request ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
- Title
- Link
Action
Write
- Contact ID
  Required
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Company ID
- Country
- Email
- Facebook
- Fax
- First Name
- Last Name
- Linkedin
- Mobile Phone
- Password
- State
- Title
- Twitter
- Username
- Workphone
- Zipcode
Action
Write
- Invoice ID
  Required
- Invoice Title
- Invoice Number
- Status
- Company Name
- Contact Name
- Paid Date
- Due Date
- Address Line 1
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Invoiced Date
- Project ID
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Accounted For
- API Fields
- Category ID
- Clients
- Company ID
- Complete Date
- Contractors
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Due Date
- Group ID
- Internal Client Contact ID
- Internal Client Group ID
- Invoiced
- Invoice Total
- Manager ID
- Number
- Paid
- Priority
- Private Notes
- Quote Total
- Staff
- Start Date
- Time Allocated
- Title
- Custom Fields
- Supress Hook
Action
Write
- Quote ID
  Required
- Quote Title
- Approved Date
- Status
- Contact Name
- Quote Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
- Taxable
- Tax Rate
- API Fields
Action
Write
- Task ID
  Required
- API Fields
- Billable
- Category ID
- Complete Date
- Contacts
- Description
- Due Date
- Name
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
- Service Name
- Service Description
- Service Rate
- Suppress Hook
Action
Write
- Project ID
  Required
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Time Record ID
  Required
Action
Write
- Name
  Required
Action
Search
- Contractor Name
- Search Email
Action
Search
- Search Message Title
Action
Search
- Search Quote Title
- Search Quote Number
Action
Search
- Search Task Name
- Search Task Description
- Project ID
Action
Search
- Name
  Required
- Company Name
  Required
- Company Type
  Required
- Address Part 1
- City
- State
- Zipcode
- Email
- Phone
Action
Search or write
- Contractor Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Company ID
  Required
- Title
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Email
- Mobile Phone
- Work Phone
Action
Search or write
- Search Project Title
- Search Project Number
- Search Project Description
- Search Project Custom Form
- Title
  Required
- Project Number
- Client Company ID
  Required
- Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- Autonumber Option ID
- Client Access
- Clients
- Complete Date
- Contractors
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
- Category ID
- Manager ID
Action
Search or write
- Search Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Email
- Mobilephone
- Workphone
Action
Search or write
- 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
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- 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

Complete Project
Triggered when a Project is completed in ProWorkflow.
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Instant
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Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
Trigger
Instant
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Update Contact
Triggered when a Contact is edited in ProWorkflow.
Trigger
Instant
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Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Trigger
Instant
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Update Project
Triggered when a Project is edited in ProWorkflow.
Trigger
Instant
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Update Quote
Triggered when a new Quote is added in ProWorkflow.
Trigger
Instant
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Update Task
Triggered when a Task is edited in ProWorkflow.
Trigger
Instant
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New Company
Triggered when a Company is added to ProWorkflow.
Trigger
Instant
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New File
Triggered when a File is added to ProWorkflow.
Trigger
Instant
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New Message
Triggered when a Message is added to ProWorkflow.
Trigger
Instant
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New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
Trigger
Instant
Try It
New Project Request
Triggered when a Project Request is added to ProWorkflow.
Trigger
Instant
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New Shared Note
Triggers when a new Shared Note is added to a Project.
Trigger
Instant
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New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Trigger
Instant
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Make Task Active
Triggered when a Task is reactivated in ProWorkflow.
Trigger
Instant
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Finish Timer
Triggered when a Timer is stopped in ProWorkflow.
Trigger
Instant
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- Project ID
  Required
- Client ID
  Required
Action
Write
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Country
- Email
- Facebook
- Fax
- Group ID
- LinkedIn
- Mobilephone
- Password
- Role ID
- State
- Tag ID
- Title
- Twitter
- Username
- Workphone
- Zipcode
Action
Write
- Project ID
  Required
- Contractor ID
  Required
Action
Write
- Content
  Required
- Name
  Required
- Folder ID
- Task ID
- Project ID
Action
Write
- Invoice ID
  Required
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Line Item Description
- Line Item Taxable
Action
Write
- Contacts
- Content
- Original Message ID
- Project ID
- Task ID
- Title
- Files
- Notifications
- Public
Action
Write
- Title
  Required
- API Fields
- Budget
- Contact ID
- Custom Form Content
- Custom Form Title
- Description
- Division ID
- Due Date
- Group ID
- Start Date
- Template ID
- Custom Fields
Action
Write
- Contact ID
  Required
- Quote Title
  Required
- Line Name
- Line Item Quantity
- Line Rate
- Contact Name
- Quote Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Staff ID
  Required
Action
Write
- Tag ID
  Required
- Contact ID
  Required
Action
Write
- Start Time
  Required
- Task ID
  Required
- Time Tracked
  Required
- End Time
- API Fields
- Contact ID
- Notes
Action
Write
- Project ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Company ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Message ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Tag ID
  Required
Action
Write
- Time Record ID
  Required
Action
Write
- Company ID
  Required
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Code
- Country
- Email
- Facebook
- Fax
- LinkedIn
- Name
- Phone
- State
- Twitter
- Type
- Zipcode
Action
Write
- Contact ID
  Required
- Address
  Required
- Latitude
  Required
- Longitude
  Required
Action
Write
- Message ID
  Required
- Contacts
- Notifications
- Public
Action
Write
- Project Request ID
  Required
- API Fields
- Budget
- Custom Form Content
- Custom Form Title
- Description
- Due Date
- Start Date
- Title
- Custom Fields
Action
Write
- Tag ID
  Required
- Change Name To
  Required
Action
Write
- Time Record ID
  Required
- API Fields
- Contact ID
- End Time
- Notes
- Start Time
- Time Tracked
Action
Write
- Task ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Name
- Search Email
Action
Search
- Name
- Search Email
Action
Search
- Search Invoice Title
- Search Invoice Number
Action
Search
- Search Project Title
- Search Project Number
- Search Project Description
- Search Project Custom Form
Action
Search
- Search Name
- Search Email
Action
Search
- Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Client Company ID
  Required
- Email
- Mobile Phone Number
- Work Phone Number
- Address Line 1
- City
- State
- Country
- Zipcode
- Allow Client Login?
- Username
- Password
- View All Company Projects
- View All Project Tasks
- View Quotes and Invoices
- View Time Information
- View Calendar
- View Archived Projects
- View Timeline
Action
Search or write
- Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Tag ID
- Facebook
- LinkedIn
- Twitter
- Email
- Title
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- Zip Code
- Country
- Mobile Phone
- Work Phone
- API Fields
Action
Search or write
- Search Invoice Title
- Search Invoice Number
- Company ID
- Contact ID
  Required
- Invoice Title
  Required
- Project ID
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Search Quote Title
- Search Quote Number
- Contact ID
  Required
- Quote Title
  Required
- Line Name
- Line Item Quantity
- Line Rate
- Contact Name
- Quote Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Search Task Name
- Search Task Description
- Project ID
  Required
- Name
  Required
- Description
- Contacts
- Time Allocated
- Service Name
- Service Description
- Service Rate
- Start Date
- Due Date
- Complete Date
- Type
- Priority
- Billable
- Order
- Order Level
- Category ID
- Template ID
- Add Template Contacts
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

About HubSpot

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About ProWorkflow

Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.

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