Auto-Sync Proposals to HubSpot, Salesforce & Zoho: CRM Integration
Never do double entry again. Connect your CRM and proposals keep your pipeline up to date automatically.
Key takeaways
- Sync contact, deal, and activity to HubSpot, Salesforce, or Zoho on send
- Autofill new proposals from CRM client records
- Webhooks and Zapier connect proposal events to any tool
- CRM sync is included on Pro and Enterprise plans
Manual data entry between your proposal tool and your CRM is exactly the kind of busywork software should eliminate. AdvisorPitch syncs for you.
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. The pipeline updates itself, so your CRM always reflects reality without anyone retyping it. You can also pull client details from your CRM into a new proposal, so a name, email, and deal value autofill instead of being re-keyed.
For everything beyond the built-in CRMs, webhooks and Zapier let you connect AdvisorPitch to thousands of other tools. Proposal events like sent, opened, signed, and expired can trigger any downstream workflow you like.
CRM sync and BYOK are included on Pro and Enterprise plans, the two upgrades that turn AdvisorPitch from a proposal tool into part of your revenue stack.
