my.proposal
Integrations·5 min read

Connecting HubSpot, what syncs and when

Link a HubSpot deal to a proposal and push status changes back automatically.

The HubSpot integration (available on Agency plan and above) lets you link proposals to HubSpot deals and sync status changes bidirectionally.

What syncs

  • Proposal status changes (Draft → Sent, Sent → Viewed, Viewed → Signed, Signed → Closed Won).
  • Proposal amount → Deal amount.
  • Client email → Contact lookup / creation.

Connecting HubSpot

  1. 1Go to Settings → Integrations.
  2. 2Click Connect HubSpot.
  3. 3Authorise the OAuth connection.
  4. 4Choose which pipeline and stage MyProposal should update deals in.
Note

HubSpot integration is in beta. Some edge cases (contacts with multiple email addresses, custom pipeline stages) may require manual verification.

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