Hubspot - Linking Deals to Proposals in Proposify

Looking for a quick answer? Here's the table of contents:

The main feature of Proposify's integration with Hubspot is the ability to link your Proposify proposals to Hubspot deals. This allows you to sync proposal-specific information such as due date, value, contacts and activity between Proposify and Hubspot. Here's a quick guide on how to take advantage of that feature. 

Create a New Hubspot Deal from Proposify

If you’re working happily inside Proposify and would rather not create a contact and deal in Hubspot, we’ve got you covered.

To create a new deal directly from Proposify, click the “+proposal” button from the pipeline page: 

From there, choose a template by clicking “use this” on the template you would like to use.

Once you’ve chosen a template, you’ll be directed to the proposal’s settings page, where you can name your proposal, provide a due date, select a client, and assign a proposal lead. A new dropdown will appear underneath those options: 

Leave the dropdown set to “create a new deal” and click “next step”. You’re all set!

If you’d like to create a new deal for an existing proposal, you can do so from the proposal’s settings page. You can access the proposal settings from the snapshot by clicking the notepad icon next to the “settings” column:

From there, you’ll see the same Hubspot dropdown, where you can create a new deal: 

If, on the other hand, you’re more comfortable doing all of the work in Hubspot, and would just like Proposify to update the deal’s stage, we’ve got you covered for that as well! To link to an existing deal, click the “+proposal” button from the pipeline page: 

From there, choose a template by clicking “use this” on the template you would like to use.

Once you’ve chosen a template, you’ll be directed to the proposal’s settings page, where you can name your proposal, provide a due date, select a client, and assign a proposal lead. A new dropdown will appear under those: 

Click that dropdown and a list of active deals within your Hubspot account will appear. Click on the one you would like to use: 

Once you’ve selected your deal to link to, click the Update button at the bottom of the page: 

And you’re all set! Your deal is now linked to this proposal! Even better: Your proposal settings will sync with your hubspot settings, so any changes to one will reflect on the other.

Push Changes To A Linked Deal

Changes to your proposal will automatically push to Hubspot the moment the proposal changes stages (drafts to sent, sent to viewed, viewed to won/lost). If you’d like to manually push a change, you can do so from the proposal settings page. Access the proposal settings from the snapshot by clicking the notepad icon next to the “settings” column:

From there, click the green “update” button at the bottom of the page:

Voila! Your changes are now pushed to Hubspot.

If, for any reason, you need to unlink your proposal from a deal, you can do so with just a couple of clicks from the proposal’s settings page. Access the proposal settings from the snapshot page by clicking the notepad icon next to the “settings” column:

From there, scroll down to the Hubspot dropdown and select “don’t create/link a deal” (hint: it’s always at the top of the dropdown):

Once that option is selected, click the green “update” button to save your settings.


How did we do?


Powered by HelpDocs