Propovo
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Bring the client context into your proposal.

Keep HubSpot as the source of contact information while preparing and sharing your proposals in Propovo. Choose the proposal updates that belong in your CRM.

Use HubSpot with Propovo

What HubSpot connects

  • Contact import

    Manually sync contacts from HubSpot into Propovo, including updates to supported contact fields.

  • Proposal activity notes

    Add sent, viewed, accepted, declined and change-request activity to an existing contact matched by email.

  • Optional deal creation

    Create or update the mapped CRM deal when a proposal is accepted, using your configured destination pipeline and stage.

Set it up

  1. Connect the right workspace

    Open Settings → Integrations and authorise your HubSpot account for the workspace you are using.

  2. Import the contacts you need

    Use Sync contacts to import or update CRM contacts in Propovo. Review the result before preparing a proposal.

  3. Choose proposal updates

    Enable proposal activity updates. If you want accepted proposals to create deals, enable that option and choose the destination pipeline and stage.

Connection details

  • Contact import is initiated with Sync contacts. Propovo does not continuously mirror every HubSpot record or push Propovo contacts back to the CRM.
  • Activity notes match an existing CRM contact by the proposal’s client email. A missing match can prevent a note from being added.
  • Deal creation is optional and runs on proposal acceptance. This connection does not keep every CRM deal stage and Propovo deal stage in continuous two-way sync.

Keep exploring

Put it to work in your next proposal.

Create your account and configure the connection from Settings.

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