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HubSpot - Using Proposify Within HubSpot

Looking to keep your tab list down? Here's a guide on how to work on Proposify proposals within HubSpot… Document in HubSpot FAQs Related Reading Do you work in HubSpot like a fish works in… Creating Your Document in HubSpot
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

HubSpot - Creating and Customizing Your Integration

Everything to do with linking your Hubspot and Proposify accounts, and customizing how your integration behaves… 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
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

HubSpot - Linking Deals to Proposals in Proposify

A guide on linking, creating, changing and disconnecting links from your Proposify proposals to your Hubspot deals… Create a New HubSpot Deal from Proposify… Here's the table of contents: Create A New Hubspot Deal from Proposify Link To An Existing
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

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