Integrations - Propal

Available integrations

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

Enterprise CRM sync. Coming soon.

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

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

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

Open integration settings

Navigate to Settings > Integrations in your Propal dashboard.

Select an integration

Find the integration you need and click Connect.

Authorize access

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

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.