Push proposals from HubSpot deals in two clicks
The HubSpot integration for Proposal Expert links your HubSpot deals, contacts and companies to your proposals. Use it when your sales team treats HubSpot as the source of truth and you want to stop entering the same data twice. When you create a proposal you pick a deal, and the company name, contact, deal amount and line items are filled in. Once the proposal is sent, viewed or signed, Proposal Expert writes the status and the value back to the deal in HubSpot, plus the mapped pipeline stage.
From HubSpot, Proposal Expert reads the deal (name, amount, stage, expected close date), the associated company and the contacts. Line items on the deal become pricing rows in the proposal. In the other direction, Proposal Expert writes the proposal status (draft, sent, viewed, signed, declined) and the final proposal value back to the deal. Custom deal properties are mapped to proposal fields by you, so your own fields travel with the deal too.
In Proposal Expert, open Settings > Integrations and choose HubSpot. Sign in to HubSpot through OAuth and grant the app access to deals, contacts and companies. Then pick the pipeline you want to pull deals from and map the fields: which deal property feeds which proposal field, and which proposal status moves the deal to which stage. This takes a few minutes and needs no technical knowledge. Test it with an existing deal.
Before, an account executive would retype the client name, address, contact and amount from HubSpot, then update the deal by hand after signature, often days later, so the forecast lagged. With the integration, the same rep creates the proposal from the deal, the sales manager sees in HubSpot that the proposal was viewed, and the deal moves to the next stage automatically when it is signed. Fewer typing errors, a current pipeline and more time spent selling.
The HubSpot integration pulls deal, company and contact data into your proposal automatically. Status updates (sent, viewed, signed) sync back to the deal record so your pipeline is always up to date.
Sales teams that use HubSpot as their single source of truth and want no double data entry between CRM and proposal tool.