Better Proposals + HubSpot
Add new contacts to HubSpot list when proposals are signed in Better Proposals
Speed up your workflow with this smart integration between Better Proposals and HubSpot. As soon as a proposal is signed in Better Proposals, the associated contact will be instantly added to a list in HubSpot. Spend less time manually managing contacts and more time nurturing your leads and growing your business. This automatic process ensures you never miss a new opportunity while also keeping your CRM up-to-date and organized.
Speed up your workflow with this smart integration between Better Proposals and HubSpot. As soon as a proposal is signed in Better Proposals, the associated contact will be instantly added to a list in HubSpot. Spend less time manually managing contacts and more time nurturing your leads and growing your business. This automatic process ensures you never miss a new opportunity while also keeping your CRM up-to-date and organized.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Add Contact to List
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
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- 14 day trial for premium features & apps
New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNote
Additional properties to retrieve
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Note
Additional properties to retrieve
Try It
