> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propal.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create proposals from a CRM

> Automate proposal creation when a deal reaches a specific stage in your CRM.

This guide shows you how to automatically create a Propal proposal when a deal reaches a specific stage in your CRM (HubSpot, Salesforce, Pipedrive, etc.).

## Flow overview

1. A deal reaches the "Proposal" stage in your CRM
2. Your webhook/automation triggers a script
3. The script creates (or finds) a lead in Propal
4. Creates a proposal from a template
5. Publishes it and sends the link back to the CRM

## Prerequisites

* An API key with scopes: `leads:read`, `leads:write`, `proposals:read`, `proposals:write`, `templates:read`
* At least one proposal template in Propal

## Step 1: Find or create the lead

First, check if the contact already exists in Propal. If not, create them.

```javascript theme={"theme":{"light":"github-light","dark":"github-dark"}}
async function findOrCreateLead(client, contactData) {
  // Search for existing lead by email
  const { data: existingLeads } = await client
    .request('/leads?search=' + encodeURIComponent(contactData.email))
    .then(r => r.json());

  if (existingLeads.length > 0) {
    return existingLeads[0];
  }

  // Create a new lead
  const response = await client.request('/leads', {
    method: 'POST',
    body: JSON.stringify({
      name: contactData.name,
      email: contactData.email,
      company: contactData.company,
      phone: contactData.phone,
    }),
  });

  return response.json();
}
```

## Step 2: Pick a template

List your templates and select the right one:

```javascript theme={"theme":{"light":"github-light","dark":"github-dark"}}
async function getTemplate(client, category) {
  const response = await client.request(
    `/templates?category=${category}&limit=1`
  );
  const { data } = await response.json();

  if (data.length === 0) {
    throw new Error(`No template found for category: ${category}`);
  }

  return data[0];
}
```

## Step 3: Create the proposal

```javascript theme={"theme":{"light":"github-light","dark":"github-dark"}}
async function createProposal(client, lead, template, dealName) {
  const slug = dealName
    .toLowerCase()
    .replace(/[^a-z0-9]+/g, '-')
    .replace(/^-|-$/g, '');

  const response = await client.request('/proposals', {
    method: 'POST',
    body: JSON.stringify({
      template_id: template.id,
      title: dealName,
      slug: `${slug}-${Date.now()}`,
      lead_id: lead.id,
      language: 'en',
      settings: {
        allow_client_to_sign: true,
        allow_client_to_deny: true,
        allow_payment: true,
        allow_client_to_download_pdf: true,
      },
    }),
  });

  return response.json();
}
```

## Step 4: Publish the proposal

```javascript theme={"theme":{"light":"github-light","dark":"github-dark"}}
async function publishProposal(client, proposalId) {
  await client.request(`/proposals/${proposalId}/publish`, {
    method: 'POST',
  });
}
```

## Full example

```javascript theme={"theme":{"light":"github-light","dark":"github-dark"}}
import { PropalClient } from './propal-client.js';

const client = new PropalClient(process.env.PROPAL_API_KEY);

async function handleDealStageChange(deal) {
  // 1. Find or create the lead
  const lead = await findOrCreateLead(client, {
    name: deal.contact.name,
    email: deal.contact.email,
    company: deal.contact.company,
    phone: deal.contact.phone,
  });

  // 2. Get the right template
  const template = await getTemplate(client, 'custom');

  // 3. Create the proposal
  const proposal = await createProposal(
    client,
    lead,
    template,
    deal.name,
  );

  // 4. Publish it
  await publishProposal(client, proposal.id);

  // 5. Return the proposal URL to your CRM
  const proposalUrl = `https://app.propal.io/p/${proposal.id}`;

  console.log(`Proposal created and published: ${proposalUrl}`);
  return proposalUrl;
}
```

## Connecting to your CRM

<AccordionGroup>
  <Accordion title="HubSpot">
    Use HubSpot Workflows to trigger a webhook when a deal enters the "Proposal" stage. Point the webhook to your server running the script above.

    Alternatively, use Propal's native [HubSpot integration](/guides/integrations/hubspot) for a no-code setup.
  </Accordion>

  <Accordion title="Zapier / Make">
    Create a Zap or Scenario that triggers when a deal stage changes in your CRM, then use the "Webhooks" action to call the Propal API directly.
  </Accordion>

  <Accordion title="Custom Integration">
    Poll your CRM's API for deal stage changes, or set up webhooks if your CRM supports them. Run the script above whenever a deal reaches the proposal stage.
  </Accordion>
</AccordionGroup>