Your CRM Data, Working Inside Every Proposal

Bring HubSpot data into your proposals and keep your CRM up to date automatically. With the HubSpot + Proposify integration, you create, send, track, and close deals with your HubSpot data doing the heavy lifting.

Import Any HubSpot Data — No Field Mapping Required

Forget rigid, one-to-one field mapping. Choose your HubSpot objects — deals, custom objects, and more — and import any fields you want. Your HubSpot contacts and companies are available in Proposify instantly, no import needed. Drop any field straight into your documents, and when a proposal is linked to a deal, those fields fill in automatically with live values from HubSpot.

Always in Sync, Automatically

No manual syncing, no stale data. When something changes in HubSpot, your Proposify documents update automatically to reflect the latest values — so every proposal your team sends is accurate. When a document is signed, the values lock in for a reliable record of the deal.

Automate Updates Back to HubSpot

Build custom automations in Proposify to push proposal updates back to your CRM. When a proposal's status changes — sent, viewed, signed, won — HubSpot reflects it automatically, keeping your pipeline accurate without anyone touching a keyboard.