HubSpot + Ignition
Create or update HubSpot contacts when proposals in Ignition move to awaiting acceptance
Keep your HubSpot contacts updated with this efficient workflow. As soon as a proposal is moved to the 'Awaiting Acceptance' stage in Ignition, it prompts an update or creation of a contact in HubSpot. This automation streamlines your process, saving you time from manual data entry. Stay organized and never miss a beat again, ensuring all important proposal updates are reflected in your HubSpot contacts.
Keep your HubSpot contacts updated with this efficient workflow. As soon as a proposal is moved to the 'Awaiting Acceptance' stage in Ignition, it prompts an update or creation of a contact in HubSpot. This automation streamlines your process, saving you time from manual data entry. Stay organized and never miss a beat again, ensuring all important proposal updates are reflected in your HubSpot contacts.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
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