CRM Sync
Proposal Software With CRM Sync (HubSpot, Salesforce, Zoho)
Never do double entry again. When you send a proposal, your CRM updates itself.
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Your pipeline updates itself
Manual data entry between your proposal tool and your CRM is exactly the busywork software should eliminate. Connect HubSpot, Salesforce, or Zoho, and when you send a proposal, AdvisorPitch pushes the contact, the deal, and an activity note into your CRM automatically.
Pull client details in, too
Start a new proposal and pull a client's details straight from your CRM, name, email, phone, and deal value autofill instead of being re-keyed. Less typing, fewer mistakes, faster proposals.
Connect everything else with webhooks and Zapier
Beyond the built-in CRMs, webhooks and Zapier let you connect AdvisorPitch to thousands of other tools. Proposal events, sent, opened, signed, and expired, can trigger any downstream workflow you like.
Availability: CRM sync (HubSpot, Salesforce, Zoho) is available on Pro and Enterprise plans. Pro is $129/mo and includes CRM sync, bring-your-own-AI, and unlimited proposals.
Frequently asked questions
Which CRMs does AdvisorPitch sync with?
AdvisorPitch syncs with HubSpot, Salesforce, and Zoho. For everything else, webhooks and Zapier connect proposal events to thousands of other tools.
When does the CRM update?
When you send a proposal, AdvisorPitch pushes the contact, deal, and an activity note to your CRM. Proposal events like opened and signed can also fire webhooks for downstream automation.
Which plan includes CRM sync?
CRM sync is available on Pro ($129/mo) and Enterprise. Pro also includes bring-your-own-AI and unlimited proposals.