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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
Allan Duquette avatar
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
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 Deal… is the ability to link your Proposify proposals 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