HubSpot integration

How It Works

The integration establishes a two-way connection between Proposify and HubSpot that:

• Pushes document activity and status updates back to HubSpot,
• Syncs contact, company, and deal data from HubSpot to Proposify,
• Coming Soon: Allows for document creation and management within the HubSpot interface
• Coming Soon: Deal line item sync to Proposify tables

When properly configured, the integration will automatically map HubSpot deal information to your Proposify documents, keeping your sales data consistent across both platforms and streamlining your document creation process.

🚀 Getting Started

Setting Up Your HubSpot Integration

Before setting up the integration, ensure you have:

• An active Proposify account with admin or integration-related permissions,
• A HubSpot account with appropriate permissions

Enable the Integration

1. In Proposify, click on the Integrations icon in the left sidebar, and on the main integrations page, select the HubSpot card:
2. Click on Connect in the HubSpot Connection card:
   
    This will ask for the connection permission, and once that has been approved, you'll see the connection card with a green dot, versus yellow:
   
   
    
3. Be sure to connect to Proposify, and then select Next.

🧩 Mapping Fields

Now it's time to set up your objects! Choose which Object Types you'll like to eventually pull from, like Deal, Contacts, Line Items, etc:

 

The Object Fields will let you customize what information you actually will need, and what you'd like to use in your documents. Things like, Deal Name, Create Date, etc are options you can choose from the Deals Object:

 

Once you select all applicable fields, click Finish. You can revisit this and adjust at any time by going to the HubSpot integration card from the integration page, and select Reconfigure.
 

🔁 What Happens Next?

Once connected:

• Any time an object (contact, deal, line item, etc.) is added or updated in HubSpot, we'll receive that data.
• Your linked proposals will automatically reflect these updates.
• Mapping CRM fields to Proposify
   

🧾 Working with Line Items in Your Template

Coming Soon: We're going to work on an update to dynamically display pricing information from HubSpot in your Proposify documents. 

✅ Wrap-Up

Once everything’s mapped and your template is ready:

• Link your proposal to a HubSpot deal
• Proposify will auto-generate the line items
• Future updates from HubSpot sync right into your proposal

Still have questions? Reach out to our support team and we’ll be happy to help!