HubSpot + Portal.io

Update proposal status in Portal.io to automatically create new deals in HubSpot

Ensure seamless sales management with this Portal.io and HubSpot connection. Whenever a proposal status updates in Portal.io, a corresponding deal is generated in HubSpot, enhancing your sales process by mirroring changes accurately and efficiently. This enhancement not only simplifies your sales pipeline management, but also allows for a smooth transition of proposal statuses into deal creations in real-time.

When this happens...
Update Proposal Status
Triggers when a proposal status change.
TriggerInstant
automatically do this!
Create Deal
Creates a Deal in HubSpot.
ActionWrite

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Supported triggers and actions

- Proposal Status
Trigger
Instant
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Update Order Status
Triggers when an order status change.
Trigger
Instant
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- Proposal Status
Trigger
Instant
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Event Type
Trigger
Polling
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- Type
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Blog UrlRequired
- Article StateRequired
Trigger
Polling
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property NameRequired
- Properties to retrieveRequired
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property NameRequired
- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- List NameRequired
- Contact EmailRequired
- 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
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
Action
Write
- Note
- Note
- NameRequired
- Company
- Contact
Action
Write
- Note
- Workflow NameRequired
- Contact's EmailRequired
Action
Write
- Contact IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Deal IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Line_item IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Ticket IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
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 Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- EmailRequired
Action
Write
- Note
- Note
- Contact EmailRequired
Action
Write
- Note
- NameRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
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 ObjectRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

Contact Modification
Triggers when a contact updated.
Trigger
Instant
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Update Payment Status
Triggers when a payment status change.
Trigger
Instant
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property NameRequired
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- FormRequired
Trigger
Instant
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- Contact ListRequired
- Note
- Additional properties to retrieve
Trigger
Instant
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- Type of Custom ObjectRequired
Trigger
Instant
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- ChannelRequired
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property NameRequired
Trigger
Polling
Try It
- Type of Custom ObjectRequired
Trigger
Instant
Try It
- Note
- Contact EmailRequired
- Subscription TypesRequired
- Legal Basis Explanation
Action
Write
- Note
- NameRequired
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
Action
Write
- Type of Custom ObjectRequired
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
Action
Write
- Product IDRequired
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- FormRequired
- 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 Product
Update a Product in HubSpot.
Action
Write
- Type of Custom ObjectRequired
Action
Write
- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom ObjectRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner emailRequired
- Search among deactivated owners
Action
Search
- Owner IdRequired
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- NameRequired
- 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

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

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Related categories

Marketing Automation

Similar apps

About Portal.io

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.

Learn more

Related categories

Proposal & Invoice Management

HubSpot + Portal.io

Update proposal status in Portal.io to automatically create new deals in HubSpot

Update Change Order Status

Update Order Status

Update Proposal Status

New Contact

Contact Recently Created or Updated

Product Recently Created or Updated

New Email Event

New Engagement

New Line_item

New COS Blog Article

New Deal

New Ticket Property Change

New Ticket

New Contact Property Change

Updated Deal Stage

Add Contact to List

Create Company

Create Associations

Create Social Media Message

Create Deal Deprecated

Add Contact to Workflow

Get Contact

Get Deal

Get Line_item

Get Ticket

Create COS Blog Post

Create Product

Remove Contact From List

Create Ticket

Update Contact

Update Line_item

Update Ticket

Remove Email Subscription

Create or Update Contact

Find Company Deprecated

Find Contact

Find Deal Deprecated

Find Associations

Get Pipeline Stage Details

Find Line_item

Find Ticket

Find or Create Company

Find or Create Custom Object

Find or Create Deal

Find or Create Product

Contact Modification

Update Payment Status

New Company

Company Recently Created or Updated

Line_item Recently Created or Updated

Deal Property Change

Email Subscriptions Timeline

New Form Submission

New Contact in List

New Custom Object

New Social Media Message

New Product

New Company Property Change

New Custom Object Property Change

Update Contact Subscription Preferences

Create Company Deprecated

Create Contact

Create Engagement

Create Custom Object

Create Deal

Get Company

Get Custom Object

Get File Public URL

Get Product

Create Line_item

Create Enterprise Event

Remove Associations

Create Form Submission

Update Company

Update Deal

Update Product

Update Custom Object

Upload File