Connect your CRM pipeline to your proposal workflow
HubSpot is the all-in-one CRM platform used by over 200,000 companies worldwide. It combines sales, marketing, and service tools in a single platform. When you connect HubSpot to Pitchsite, your deals and proposals stay perfectly in sync — no manual updates, no missed follow-ups.
A step-by-step look at how HubSpot and Pitchsite work together.
Authenticate Pitchsite with HubSpot via OAuth. All your deals, contacts, and company data sync automatically within seconds.
When a HubSpot deal moves to "Proposal Sent" stage, Pitchsite automatically creates a personalised proposal pre-filled with the deal's contact name, company, and deal value.
Every time a prospect opens your Pitchsite proposal, a HubSpot activity is logged on the deal — timestamp, time spent, sections viewed.
When the prospect accepts the proposal in Pitchsite, the HubSpot deal stage automatically updates to "Closed Won" and the close date is stamped.
Pitchsite triggers a HubSpot workflow that creates your new-client onboarding task sequence the moment a deal is marked Closed Won.
Real ways agencies use HubSpot and Pitchsite together.
Sales reps waste hours each week updating deal stages by hand. With HubSpot + Pitchsite, stage changes happen automatically when proposals are sent and signed — your CRM stays clean without lifting a finger.
When a prospect books a call and you move them to "Proposal Stage" in HubSpot, Pitchsite fires off a branded proposal pre-loaded with their details. First-mover advantage on every deal.
See exactly which prospects are reading your proposals and for how long — all inside HubSpot. Your sales team gets real-time alerts when a prospect re-opens a proposal, the perfect cue to follow up.
The moment a proposal is signed, HubSpot kicks off your client onboarding workflow: welcome email, kick-off call invite, project brief request — all automated.
Why agencies connect HubSpot to Pitchsite.
Connect your CRM pipeline to your proposal workflow
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Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. The core proposal sync and deal stage updates work with HubSpot Free. Advanced workflow automations require HubSpot Starter or above.
Absolutely. When you create a proposal from a HubSpot deal, Pitchsite pre-fills the client's name, company, and contact details from HubSpot — no copy-pasting required.
Pitchsite can update the HubSpot deal to a custom "Proposal Declined" stage and trigger a follow-up task for your sales rep — keeping your pipeline accurate.
Yes. Changes in HubSpot (like deal value updates) can push updated data into draft proposals in Pitchsite, and proposal events push back to HubSpot deal activity.
Other tools that work well alongside HubSpot + Pitchsite.