Group 65
Go to Proposify
Advice and answers from the Proposify Team
Search results for:
hubspot
Hubspot
- Using Proposify Within
Hubspot
In
Hubspot
FAQs Related Reading Do you work in
Hubspot
like a fish works in water?… My team requires approval before a proposal can be sent. Will they be able to bypass that by using the
Hubspot
deal?… sign, and track your Proposify proposal directly from the
Hubspot
deal
Written by
Allan Duquette
Updated over a week ago
Hubspot
- Creating and Customizing Your Integration
Click the
Hubspot
button at the top: From the
Hubspot
page, click “log in to
Hubspot
” NOTE: An important… You can disconnect your
Hubspot
integration by clicking the red “Disconnect
Hubspot
” link at the bottom… from
Hubspot
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 Deal… is the ability to link your Proposify proposals to
Hubspot
deals… Your changes are now pushed to
Hubspot
Written by
Allan Duquette
Updated over a week ago
Currency Settings
CRM Integrations (Salesforce,
Hubspot
, etc)
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
Written by
Allan Duquette
Updated over a week ago