HubSpot + Offri

Create proposals in Offri for new companies added to HubSpot

Effortlessly streamline your sales process with this HubSpot and Offri integration. When a new company is added in HubSpot, a proposal will be generated in Offri, saving you time and ensuring that you never miss an opportunity to impress potential clients. Benefit from a seamless workflow that simplifies your company's proposal management.

Effortlessly streamline your sales process with this HubSpot and Offri integration. When a new company is added in HubSpot, a proposal will be generated in Offri, saving you time and ensuring that you never miss an opportunity to impress potential clients. Benefit from a seamless workflow that simplifies your company's proposal management.

  1. When this happens...
    HubSpotHubSpot
    New Company

    Triggers when new company is available.

    TriggerPolling
  2. automatically do this!
    OffriOffri
    Create Proposal

    Creates a proposal, optionally from a template.

    ActionWrite
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Supported triggers and actions

    • 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
    • Event Type

    Trigger
    Polling
    Try It
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hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

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offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management