> ## 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.

# HubSpot

> Synchronize contacts and proposals between Propal and HubSpot CRM.

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

## Connect to HubSpot

<Steps>
  <Step title="Open integration settings">
    Navigate to **Settings > Integrations** in your Propal dashboard.

    <img src="https://mintcdn.com/propal/1ja8iqB0IbcDS2XY/images/integration_page.webp?fit=max&auto=format&n=1ja8iqB0IbcDS2XY&q=85&s=ac26a06e185e3986642d0593dcb5271c" alt="Integration settings page" width="1731" height="956" data-path="images/integration_page.webp" />
  </Step>

  <Step title="Find the HubSpot card">
    Scroll to the **CRM** section and locate the **HubSpot** card.

    <img src="https://mintcdn.com/propal/1ja8iqB0IbcDS2XY/images/hubspot/hubspot_card.webp?fit=max&auto=format&n=1ja8iqB0IbcDS2XY&q=85&s=e9923ec82b2cd243a9b82ec4e559fee1" alt="HubSpot integration card" width="598" height="431" data-path="images/hubspot/hubspot_card.webp" />
  </Step>

  <Step title="Authorize the connection">
    Click **Connect to HubSpot** and authorize Propal in the HubSpot OAuth flow.

    <Note>
      You need administrator permissions on your HubSpot account.
    </Note>

    <img src="https://mintcdn.com/propal/1ja8iqB0IbcDS2XY/images/hubspot/validate.webp?fit=max&auto=format&n=1ja8iqB0IbcDS2XY&q=85&s=d0d6d469e4853b205ade2eab0644493a" alt="Authorize HubSpot access" width="1058" height="1047" data-path="images/hubspot/validate.webp" />
  </Step>

  <Step title="Connection confirmed">
    You are redirected to Propal with a confirmation. You can now use the sync assistant.
  </Step>
</Steps>

## 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

### Sync assistant

The 3-step assistant guides you through the process:

<img src="https://mintcdn.com/propal/1ja8iqB0IbcDS2XY/images/hubspot/assistant.webp?fit=max&auto=format&n=1ja8iqB0IbcDS2XY&q=85&s=0aadfecdd36fe79410aab868ef239709" alt="Sync assistant" width="1123" height="881" data-path="images/hubspot/assistant.webp" />

<Steps>
  <Step title="Select HubSpot contacts">
    Browse your HubSpot contacts, select the ones to import, and preview the data.
  </Step>

  <Step title="Select Propal leads">
    Choose which Propal leads to export to HubSpot. The assistant flags potential duplicates.
  </Step>

  <Step title="Review and sync">
    Review the summary of changes and start the sync. Progress is shown in real time.
  </Step>
</Steps>

<Tip>
  Clean up duplicates in both systems before your first sync, and test with a small batch first.
</Tip>

### 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 <Icon icon="eye" size={18} /> button, then **Resync with HubSpot**

## Link proposals to deals

You can link any Propal proposal to a HubSpot deal:

1. Open a proposal and click the <Icon icon="ellipsis" size={18} /> menu
2. Select **Link to HubSpot**

<img src="https://mintcdn.com/propal/n0z4Hdojk7pxEAtK/images/hubspot/link-deal.png?fit=max&auto=format&n=n0z4Hdojk7pxEAtK&q=85&s=82a62395a71cd8ac979a0bdbee7af4a2" alt="Link proposal to deal" width="711" height="885" data-path="images/hubspot/link-deal.png" />

To re-sync or unlink, use the same <Icon icon="ellipsis" size={18} /> menu and select **Manage with HubSpot**.