HubSpot Integration

Overview

Connecting HubSpot to Proposal.biz allows you to sync your CRM data contacts, companies, and deals directly into your documents. Once connected, you can map HubSpot fields to document variables, and create and share Proposal.biz documents straight from your HubSpot contact records.

[Insert screenshot: Integrations — HubSpot card on the Integrations page]

Step 1: Open the Integrations Section

1. From your Proposal.biz dashboard go to Integrations in the left sidebar

2. The Integrations page will open showing all available integrations

Step 2: Connect Your HubSpot Account

1. Find HubSpot in the integrations list

2. Click Connect and Install

3. You will be taken to the HubSpot login page

4. Select the HubSpot account you want to connect

5. Click Yes, connect to confirm

6. Approve the app connection when prompted

7. Click I accept the risk and connect to finish

Once complete, HubSpot will show as Connected in Proposal.biz.

Step 3: Configure Variable Mapping

Once HubSpot is connected, set up Variable Mapping to define which HubSpot fields automatically populate in your Proposal.biz documents.

1. In Proposal.biz go to the HubSpot integration settings

2. Open Variable Mapping

3. You will see all available HubSpot tokens organized by category:

   • Deal tokens

   • Contact tokens

   • Company tokens

4. Click Add variable to map a HubSpot token to a Proposal.biz variable for example mapping HubSpot's close date to a document variable

5. Repeat for all fields you want to auto-populate

6. Once mapped, whenever you use that variable in a document its value will be pulled automatically from HubSpot, No manual entry needed

💡 Pro Tip Map your most frequently used HubSpot fields first such as contact name, company name, deal value, and close date. These are the fields that appear most often in proposals and will save your team the most time.

Step 4: Open Proposal.biz App Settings in HubSpot

1. Log in to your HubSpot CRM account

2. Go to the Marketplace and click Connected apps

3. Find Proposal.biz in the list of connected apps

4. Click on the Proposal.biz app to view its settings

Step 5: Manage App Card Locations and Permissions

1. Inside the Proposal.biz app settings click App cards

2. Click Manage locations

3. Enable access for the objects where you want the Proposal.biz app card to appear:

   • Contacts

   • Companies

   • Deals

4. Click Save to apply

Step 6: Access the Proposal.biz App Card from a HubSpot Contact

1. Open any Contact record in HubSpot

2. Scroll down the right-hand side panel

3. Find the Proposal.biz app card

From the app card you can sync data or create documents directly without needing to log in to Proposal.biz separately.

Step 7: Create a New Document from a HubSpot Contact

1. On the Proposal.biz app card inside the contact record click Create doc

2. Select Start with template

3. Pick the template category you want

4. Add recipient details — for example the current contact

5. Click Save configuration

6. You will be redirected to Proposal.biz to continue building your document

   

Step 8: Select Document Type and Template in Proposal.biz

Once redirected to Proposal.biz:

1. Choose the type of document you want to create — for example Marketing

2. Select the document type — for example Marketing Proposal

3. Browse the available templates and click Use this template

4. You will be taken to the Proposal.biz document builder with your new document ready to edit

   

Step 9: Assign Recipients in the Document Builder

1. In the document builder assign the recipient for your document

2. Select the correct recipient from the available options

3. If the HubSpot contact is already added — for example Maria Johnson — make sure they are assigned to all relevant recipient fields in your document

Step 10: Share the Document

1. When your document is ready click Share from the builder

2. Confirm you want to send or share the document

3. Copy the document link that is generated to share it with your recipient

   

Step 11: Track Your Documents

Go back to Proposal.biz to track all documents created from HubSpot. From your dashboard you can see:

• Every document you have created

• When each one was made

• Who created it

• The current status of each document

  

💡 Pro Tip Use the Proposal.biz app card inside HubSpot contact and deal records to create documents without switching between platforms. This keeps your workflow inside HubSpot and ensures recipient details are always pulled in correctly from your CRM data.

Next Steps Learn how to connect your Zoho CRM in Connecting Zoho.