Create new HubSpot engagements when proposals are marked as lost in Ignition
Keep your HubSpot engagements updated with this workflow. Whenever a proposal is marked as lost in Ignition, an engagement is instantly created in your HubSpot account. This real-time update allows for a smoother operation within your sales team, making sure everyone is immediately notified of changes in proposal status. Ideal for those who desire streamlined communication and improved business efficiency.
- When this happens...Proposal Marked as LostTriggers when a proposal is marked as lost. Does not work with Classic proposals.
- automatically do this!Create EngagementCreates a new Engagement for a contact, in HubSpot.
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More things you can do with Ignition and HubSpot
Discover other triggers and actions you can use with Ignition and HubSpot
- Proposal Accepted
Triggers when a proposal is accepted.
Try ItTriggerInstant - Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try ItTriggerInstant
- Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItTriggerInstant - Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItTriggerInstant - Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Try ItTriggerInstant
Related Zap Templates
- Update deals in HubSpot when new Ignition proposals are accepted
- Create new Ignition clients from new HubSpot contacts in list
- Create HubSpot deals when new Ignition proposals are accepted
- Create HubSpot deals when Ignition proposals move to awaiting acceptance
- Create Ignition clients from updated HubSpot contact properties
- Create new Ignition clients from new HubSpot contacts
- Create or update HubSpot contacts when proposals in Ignition move to awaiting acceptance
- Create Ignition clients from updated deal stages in HubSpot
- Create new Ignition clients from new HubSpot form submissions
- Manage new or updated HubSpot contacts by creating clients in Ignition
- Create new HubSpot deals when Ignition proposals are moved to awaiting acceptance
- Update HubSpot contacts when new proposals are accepted in Ignition
- Create new Ignition deals from updated HubSpot form submissions
- Create new HubSpot tickets from accepted Ignition proposals
Related Zap Templates
- Update deals in HubSpot when new Ignition proposals are accepted
- Create HubSpot deals when Ignition proposals move to awaiting acceptance
- Create or update HubSpot contacts when proposals in Ignition move to awaiting acceptance
- Manage new or updated HubSpot contacts by creating clients in Ignition
- Create new Ignition deals from updated HubSpot form submissions
- Create new Ignition clients from new HubSpot contacts in list
- Create Ignition clients from updated HubSpot contact properties
- Create Ignition clients from updated deal stages in HubSpot
- Create new HubSpot deals when Ignition proposals are moved to awaiting acceptance
- Create new HubSpot tickets from accepted Ignition proposals









