Skip to main content

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.

​
Available integrations

​
CRM

HubSpot

Bidirectional contact sync between Propal and HubSpot. Link proposals to deals, manage duplicates, and preview data before syncing.

Salesforce

Enterprise CRM sync. Coming soon.

​
Payments

Stripe

Accept payments directly through your proposals. Configure in Settings > Integrations.

​
Automation

Public API

Build custom integrations with the Propal REST API. Manage proposals, leads, catalog, and metrics programmatically.

Zapier

Connect Propal to 5,000+ apps. Coming soon.

​
Setting up an integration

1

Open integration settings

Navigate to Settings > Integrations in your Propal dashboard.
2

Select an integration

Find the integration you need and click Connect.
3

Authorize access

Follow the OAuth flow or enter your credentials to grant Propal access.
4

Configure sync preferences

Choose what data to sync, set mapping rules, and configure conflict resolution.
Before your first sync, clean up duplicates in both systems and test with a small dataset.
Some integrations require admin permissions on the external platform. Verify your access level before starting.