Note: This integration is available as add-on to Professional plan (We can Fly). HubSpot integration is included in the Business Tier subscription plan.

 Fresh Proposal and HubSpot Integration

Welcome to the introduction of the integration between Fresh Proposal and HubSpot. This integration has been designed to streamline the way you manage and transfer data between these two powerful platforms.

Overview of Fresh Proposal and HubSpot Integration

In Fresh Proposal, we have refreshed the way you can map custom fields or properties to transfer data from HubSpot to Fresh Proposal and vice versa. This enhancement allows for seamless data synchronization, ensuring that your information is always up-to-date across both platforms.

Benefits of Integrating the Two Platforms

Integrating Fresh Proposal with HubSpot offers numerous benefits, including improved data accuracy, enhanced workflow efficiency, and the ability to automate various processes. This integration helps in reducing manual data entry, thereby minimizing errors and saving valuable time.

Key Features of the Integration

• Custom Field Mapping: Easily map custom fields between Fresh Proposal and HubSpot to ensure consistent data flow.
• Automated Data Transfer: Automatically update and synchronize data between the two platforms.
• Enhanced Workflow: Streamline your processes by integrating deal stages and actions, ensuring a smooth transition from proposal to deal closure.

Explore further details on how to configure and customize this integration in the following sections:

• Configuring HubSpot Account with Fresh Proposal
• Customizing Deal Stages and Actions
• Configuring Fields for Data Update

This integration is a step forward in enhancing your business operations, making it easier to manage proposals and client interactions effectively.

You can connect your HubSpot account with Fresh Proposal to search & import contacts to Fresh Proposals or save new contacts to HubSpot when proposal is sent for a new client added directly to Fresh Proposals. This integration also creates a deal for a given client in HubSpot and as proposal is accepted, the deal status is updated as "Closed Won"

Configuring HubSpot Account with Fresh Proposal

Integrating your HubSpot account with Fresh Proposal allows you to streamline your workflow by configuring several key features. This module will guide you through the essential steps and options available for a seamless integration.

Steps to Connect HubSpot Account with Fresh Proposal

1. Import Contacts: Decide if you want to import contacts from HubSpot into Fresh Proposal. This feature allows you to select and search contacts before importing.

2. Upload PDF: Automatically upload a signed PDF document to your deal once the document status is set as Signed/Accepted.

3. BCC Email: Enter your HubSpot account BCC address to send client emails to a BCC email ID.

4. Mapping Deals: Configure how deals are transferred to a specific pipeline when they are created. You can map the stages of a deal, such as when a proposal is sent, accepted, or rejected, to different stages like Contract Sent, Closed Won, or Closed Lost.

By following these steps, you can ensure that your HubSpot and Fresh Proposal accounts are effectively integrated, enhancing your ability to manage deals and client interactions efficiently.

For further customization, explore the Customizing Deal Stages and Actions module.

Customizing Deal Stages and Actions

In this module, we will explore how to customize deal stages and actions within the integration of Fresh Proposal and HubSpot. This functionality allows you to tailor the deal stages based on the status of your proposals, ensuring a seamless workflow.

Customizing Deal Stages

You have the flexibility to configure and customize the deal stages depending on the status of your proposal. Whether a proposal is sent, signed, or rejected, you can determine the specific deal stage it should be assigned to. This customization ensures that your sales pipeline accurately reflects the current status of each proposal.

Configuring Actions

The integration allows you to set specific actions for each proposal status. For instance, when a proposal is sent, you can automatically create a deal and place it in a designated stage such as "Contract Sent." Similarly, when a proposal is accepted or signed, it can be moved to "Closed Won," and if rejected, to "Closed Lost."

By customizing these stages and actions, you can enhance the efficiency of your sales process and ensure that all team members are aligned with the current status of each deal.

For more information on configuring your HubSpot account with Fresh Proposal, visit the Configuring HubSpot Account with Fresh Proposal section.

Configuring Fields for Data Update

In this module, we delve into the process of configuring fields for data updates within the integration between Fresh Proposals and HubSpot. This capability allows you to tailor the data flow according to specific actions, ensuring that your CRM reflects the most current and relevant information.

Setting Up Fields for Data Updates

The integration provides a robust mechanism to configure which fields should be updated when certain actions occur. For instance, you can determine what information should be updated in a deal when a proposal is sent or when a client is imported. This ensures that your HubSpot account is always synchronized with the latest data from Fresh Proposals.

Associating Fields with Specific Actions

You have the flexibility to associate specific fields with particular actions. This means that when a proposal is sent, you can specify which fields in HubSpot should be updated. Similarly, when a client is imported, you can choose the information that should be retrieved from HubSpot into Fresh Proposals.

Example Scenarios for Field Updates

Consider a scenario where a proposal is sent to a client. You might want to update the deal stage in HubSpot to "Contract Sent" and ensure that all relevant client information is accurately reflected. Similarly, when a proposal is accepted or signed, you can update the deal stage to "Closed Won," ensuring seamless data flow and accurate tracking of your sales pipeline.

By configuring these fields, you ensure that your CRM system is not only up-to-date but also aligned with your business processes, enhancing efficiency and accuracy in data management.

For further details on mapping client and contact information, proceed to the next module: Mapping Client and Contact Information.

Mapping Client and Contact Information

In this module, we will explore the process of mapping client and contact information between HubSpot and Fresh Proposal. This integration is crucial for ensuring seamless data flow and maintaining consistency across platforms.

Mapping Client Information

The first step involves setting up client-related information, which typically pertains to company details. You can retrieve these fields from HubSpot and map them directly to Fresh Proposal. This ensures that all relevant company data is accurately reflected in your proposals.

Transferring Contact Details

Similarly, contact details can be transferred from HubSpot CRM to Fresh Proposal. This allows for the synchronization of contact information, ensuring that all client interactions are up-to-date and correctly documented.

By effectively mapping these elements, you can enhance the efficiency of your proposal management process and ensure that all necessary information is readily available.

Mapping Deal Properties and Document Updates

In this module, we delve into the essential process of mapping deal properties and updating documents within the integration between Fresh Proposal and HubSpot. This functionality is crucial for ensuring seamless data flow and maintaining up-to-date records.

Mapping Deal Properties

The integration allows you to map your deal properties effectively. When a document is sent, you have the opportunity to decide what information should be transferred from Fresh Proposal to HubSpot Variables. This mapping ensures that all necessary data is accurately reflected in your HubSpot account.

Document Updates

Once a document is sent, you can set specific elements to update automatically. Similarly, when a document is signed by the client, you can update a predefined set of properties. This process is managed through a user-friendly wizard or pop-up interface, allowing you to choose, update, and delete properties as needed.

This capability ensures that your proposals and related data remain current and synchronized across platforms, enhancing efficiency and accuracy in your workflow.

For further details on related topics, you may refer to the following modules:

• Mapping Client and Contact Information
• Handling Proposal Rejections and Custom Variables

Handling Proposal Rejections and Custom Variables

In the process of managing proposals, it is crucial to handle rejections effectively. When a proposal is rejected, it is beneficial to document the reasons for the rejection. This not only aids in understanding the client's perspective but also helps in refining future proposals.

HubSpot offers the capability to set up custom variables that can be updated with specific information regarding the rejection. This feature allows you to maintain a detailed record of why a proposal was not accepted, which can be invaluable for future reference and analysis.

By utilizing these custom variables, you can ensure that your HubSpot account remains up-to-date with the latest information, providing a comprehensive view of your proposal management process. This additional update capability enhances your ability to track and analyze proposal outcomes, ultimately leading to more successful engagements.

Collecting Client Information Before Signing

In the process of managing proposals, it is crucial to gather specific client information before they sign the document. This step ensures that all necessary details are captured, facilitating a smoother transaction and integration with systems like HubSpot.

When a proposal is sent to a client, you may require them to provide certain information before they can proceed to sign. For instance, if you are a digital marketing firm, you might need the client to specify their budget for a particular display ad. This information is essential for tailoring services to meet client needs effectively.

Once the client enters the required details, they can proceed to sign the document. The information collected through this process can then be seamlessly transferred to your HubSpot deal, ensuring that all client data is up-to-date and accessible for future reference.

By implementing this step, businesses can ensure that they have all the necessary information to proceed with a deal, enhancing both efficiency and client satisfaction. For more on transferring client input to HubSpot, see Transferring Client Input to HubSpot.

Transferring Client Input to HubSpot

In this module, we will explore the process of transferring client input data from Fresh Proposal to HubSpot. This integration ensures that the information entered by clients is seamlessly transferred to your HubSpot deals page, enhancing efficiency and data accuracy.

Transferring Client Input Data to HubSpot

The integration between Fresh Proposal and HubSpot allows for the mapping of variables and fields. When a document is signed, the details entered by the client are saved as part of a Fresh Proposal variable. This variable can be configured to automatically populate the corresponding field in your HubSpot account.

If the variable has not been pre-configured, you have the flexibility to override it with a custom field. This ensures that any data entered by the client before signing the document is captured and transferred accurately.

Configuring Fresh Proposal Variables for Data Transfer

To facilitate this data transfer, you need to enable HubSpot variable mapping. This involves setting up the Fresh Proposal variables to correspond with the fields in HubSpot. Once configured, any data entered by the client in the input form will be saved in the Fresh Proposal field and subsequently transferred to the HubSpot deals page.

By following these steps, you ensure that all client input is efficiently captured and utilized within your HubSpot workflow. This integration not only saves time but also reduces the risk of data entry errors, providing a streamlined process for managing client information.

Automating Data Transfer and Workflow

In this module, we explore the automation of data transfer between Fresh Proposal and HubSpot, enhancing workflow efficiency. This integration allows for seamless data movement, reducing the need for manual copying and ensuring that information is consistently updated across platforms.

Key Features of Automation

• Data Transfer to Deal Properties: Information can be saved to company information, contact details, or more commonly, to Deal properties. This ensures that all relevant data is accessible within the Deal space.

• Custom Property Definition: Users can define custom properties within HubSpot, which can then be selected from a dropdown list. This flexibility allows for tailored data management according to specific business needs.

• Seamless Data Movement: The integration facilitates the transfer of data between Fresh Proposal and HubSpot as clients interact with documents. This ensures that all interactions are captured and reflected in the Deal properties.

• Next-Level Automation: By automating data transfer, businesses can leverage this information to trigger further automation processes, enhancing overall efficiency and responsiveness.

By implementing these automation strategies, organizations can significantly reduce manual workload, minimize errors, and improve the speed and accuracy of their workflows. This module provides a comprehensive understanding of how to effectively utilize the integration between Fresh Proposal and HubSpot to achieve these goals.

Conclusion and Benefits of Integration

Integrating Fresh Proposal with HubSpot offers a seamless way to automate and streamline the transfer of information between these two powerful applications. This integration is designed to help you efficiently channelize the data you need, ensuring that your workflow is both effective and efficient.

The ability to map variables and customize fields allows for a tailored experience that meets the specific needs of your business. By automating data transfer, you reduce manual entry, minimize errors, and enhance productivity.

The integration not only simplifies processes but also provides a robust framework for managing client information, deal stages, and document updates. This ensures that all relevant data is accurately captured and utilized, leading to better decision-making and improved client interactions.