HubSpot + Offri

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.

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.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    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