Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate GoProposal with HubSpot - no code necessary. See how you can get setup in minutes.
100%
Help
GoProposal
GoProposal
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
GoProposal
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Draft Proposal Created" from GoProposal.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects GoProposal and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use GoProposal and HubSpot with AI agents and code
Beyond Zap workflows. Call GoProposal and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose GoProposal and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use GoProposal and HubSpot
Sync won proposals with CRM
When a proposal is won in GoProposal, Zapier creates a new deal in HubSpot. This ensures your CRM stays updated with new business opportunities, eliminates manual data entry, and keeps sales pipelines accurate.
When a new draft proposal is created in GoProposal, Zapier automatically adds the associated contact to a specified mailing list in HubSpot. This helps marketers nurture leads from the first interaction and re-engage them effectively.
When a proposal is marked as won in GoProposal, Zapier triggers the creation of a project or task in HubSpot. This ensures your team begins executing on the project immediately while reducing delays.
Level up your GoProposal to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about GoProposal + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with GoProposal and HubSpot
How does GoProposal integrate with HubSpot?
GoProposal integrates with HubSpot by using triggers and actions that allow data to flow seamlessly between the two platforms. We provide predefined templates that help you connect proposals created in GoProposal to your HubSpot CRM, enabling automatic updates of client records, deal stages, and follow-up tasks.
What triggers are available when using the GoProposal and HubSpot integration?
When integrating GoProposal with HubSpot, some common triggers include a new proposal being sent or accepted in GoProposal. These triggers can automatically create or update a contact, log an activity, or update deal stages within your HubSpot account.
What actions can be performed in HubSpot when a trigger is activated from GoProposal?
Actions that can be performed in HubSpot when a trigger from GoProposal is activated include creating a new contact, updating existing contact information, adding notes or activities, and moving deals through the sales pipeline based on proposal status changes.
Is it possible to customize which data fields are transferred from GoProposal to HubSpot?
Yes, we allow customization of data fields transferred from GoProposal to HubSpot. You can map specific proposal details such as client information, pricing, and services offered into designated fields within your HubSpot CRM.
How often does the data sync between GoProposal and HubSpot?
The data between GoProposal and HubSpot syncs in real-time. This means any changes made in one platform reflect immediately in the other, ensuring that your team has access to the most current information at all times.
Are there any limitations on the number of proposals I can integrate with HubSpot?
There are no limits to the number of proposals you can integrate with HubSpot. Our system is designed to handle multiple operations efficiently without disrupting your workflow or exceeding usage limits.
Do I need technical expertise to set up the integration between GoProposal and HubSpot?
No technical expertise is required to set up the integration. Our user-friendly interface provides step-by-step guidance through the process. However, if you encounter any issues, our support team is available to assist you.
About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
