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HubSpot - Using Proposify Within HubSpot

Document in HubSpot FAQs Related Reading Do you work in HubSpot like a fish works in… My team requires approval before a document can be sent. Will they be able to bypass that by using the HubSpot deal?… Here's what we're covering in this article: Creating Your Document in HubSpot Managing Your
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

HubSpot - Creating and Customizing Your Integration

Click HubSpot From the HubSpot Settings page, click Log in to HubSpot Choose your HubSpot… Once your HubSpot account is linked to Proposify, you can choose to update deals within HubSpot using… You can disconnect your HubSpot integration by clicking Disconnect HubSpot: Importing Contacts
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

HubSpot - Linking Deals to Proposals in Proposify

Here's the table of contents: Create A New Hubspot Deal from Proposify Link To An Existing… is the ability to link your Proposify documents to HubSpot deals… Your changes are now pushed to HubSpot
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Currency Settings

CRM Integrations (Salesforce, Hubspot, etc)
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Written by Allan Duquette
Updated over a week ago

Manual Totals

page Metrics NOTE: We’re working on the ability to push manual totals to our integrated services (Hubspot
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago