Create a new deal in HubSpot when a proposal is sent from Anchor

Create new business deals in HubSpot when proposals are sent via Anchor, ensuring all relevant details are captured and organized for effective follow-up, leading to improved sales tracking and faster deal closure.

Create a new deal in HubSpot when a proposal is sent from Anchor

Workflow preview:

Zap details:

Overview

Create new business deals in HubSpot when proposals are sent via Anchor, ensuring all relevant details are captured and organized for effective follow-up, leading to improved sales tracking and faster deal closure.

Create a new deal in HubSpot when a proposal is sent from Anchor