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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.

The HubSpot integration provides bidirectional contact synchronization and proposal-to-deal linking between Propal and your HubSpot CRM. What you can do:
  • Sync contacts both ways (Propal to HubSpot, HubSpot to Propal)
  • Link proposals to HubSpot deals
  • Preview data and manage duplicates before syncing
  • Trigger manual re-syncs at any time

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Connect to HubSpot

1

Open integration settings

Navigate to Settings > Integrations in your Propal dashboard.Integration settings page
2

Find the HubSpot card

Scroll to the CRM section and locate the HubSpot card.HubSpot integration card
3

Authorize the connection

Click Connect to HubSpot and authorize Propal in the HubSpot OAuth flow.
You need administrator permissions on your HubSpot account.
Authorize HubSpot access
4

Connection confirmed

You are redirected to Propal with a confirmation. You can now use the sync assistant.

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Sync contacts

The integration supports two sync directions:
  • HubSpot to Propal — Import HubSpot contacts as Propal leads
  • Propal to HubSpot — Export Propal leads to HubSpot contacts

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Sync assistant

The 3-step assistant guides you through the process: Sync assistant
1

Select HubSpot contacts

Browse your HubSpot contacts, select the ones to import, and preview the data.
2

Select Propal leads

Choose which Propal leads to export to HubSpot. The assistant flags potential duplicates.
3

Review and sync

Review the summary of changes and start the sync. Progress is shown in real time.
Clean up duplicates in both systems before your first sync, and test with a small batch first.

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Manual re-sync

You can trigger a re-sync at any time:
  • From the Clients page, click Resync HubSpot
  • For a specific client, click the button, then Resync with HubSpot
You can link any Propal proposal to a HubSpot deal:
  1. Open a proposal and click the menu
  2. Select Link to HubSpot
Link proposal to deal To re-sync or unlink, use the same menu and select Manage with HubSpot.