Bidsketch + HubSpot + Slack Integrations

How to connect Bidsketch + HubSpot + Slack

Zapier lets you send info between Bidsketch and HubSpot and Slack automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Bidsketch + HubSpot + Slack

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Bidsketch, HubSpot, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Bidsketch triggers, actions, and search

    New Client

    Triggered when a client is created through the API or in the Bidsketch app

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search

    New Proposal

    Triggers when a proposal is saved for the first time.

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search

    Proposal Viewed

    Triggers each time a proposal is viewed by a client

    Trigger
    Instant
    Try It
    • NameRequired

    • AmountRequired

    • Fee TypeRequired

    • DescriptionRequired

    • Unit

    • Quantity

    • Category

    Action
    Write
    • Status

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search

    Proposal Sent to Client

    Triggers each time a proposal is sent to a client

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Email AddressRequired

    • Company Name

    • Phone Number

    • Alternate Phone Number

    • Website

    • Address Street

    • Address Street 2

    • Address City

    • Address State

    • Address Country

    • Address Zip Code

    • Notes

    Action
    Write
    • Template

    • NameRequired

    • Client EmailRequired

    • Client's First NameRequired

    • Client's Last NameRequired

    • Description

    • Client's Company Name

    • Client's Phone Number

    Action
    Write

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How Bidsketch + HubSpot + Slack Integrations Work

  1. Step 1: Authenticate Bidsketch, HubSpot, and Slack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
bidsketch logo
bidsketch logo

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

Related categories

  • Proposal & Invoice Management

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hubspot logo
hubspot logo

About HubSpot

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

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  • Marketing Automation

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn moreHelp

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  • Team Chat

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