Sync proposal Between Superproposal and Hubspot account

Pull Proposals

Go to the Settings option, in the top right profile area. Once you click on it, you will find the Hubspot option under the Integrations tab.



Select the Deals/Proposal option.



Choose Deals that you would like to be pulled (downloaded) from Hubspot into your Superproposal account by clicking on the Pull Deals button and click on the Submit button.





Click on the Sync Deals button. Once clicked on it, all your chosen Deals from Hubspot will be visible on the Superproposal account.



Push Proposals

Go to the Settings option, in the top right profile area. Once you click on it, you will find the Hubspot option under the Integrations tab.



Select the Deals/Proposal option.



Choose Deals that you would like to be pushed (uploaded) from Super Proposal into your HubSpot account by clicking on the Pull Deals button and click on the Submit button.





Click on the Sync Deals button. Once clicked on it, all your chosen Deals from Superproposal will be visible on the Hubspot account.



All the Pushed/Updated Proposals from Superproposal to Hubspot are visible under the Deals section on the Hubspot account.

Updated on: 07/08/2024