Better Proposals + HubSpot

Create new HubSpot contacts when proposals are signed in Better Proposals

Easily manage your new client relationships with this workflow. Upon signing a proposal in Better Proposals, a new contact is immediately added to your HubSpot account. This efficient process ensures that you don't miss out on important customer interactions, keeping your business focused and organized.

Easily manage your new client relationships with this workflow. Upon signing a proposal in Better Proposals, a new contact is immediately added to your HubSpot account. This efficient process ensures that you don't miss out on important customer interactions, keeping your business focused and organized.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create Contact

    Creates a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Paid

    Triggers when a proposal is paid.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed.

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • Short Description

    • Brand

    • Cover

    • Template

    • Currency

    • Add Tax to the Proposal?

    • Tax Name (e.g. VAT, IVA, GST)

    • Tax Percentage

    • Recipient First Name

    • Recipient Last Name

    • Recipient Email Address

    • Eligible to Sign

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn moreHelp

Related categories

  • Proposal & Invoice Management
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

Related categories

  • Marketing Automation

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