Nov 29, 2018 8:27 PM
We're currently using Proposify for generating proposals and are looking to automate a piece of the sales process around when a prospect signs the proposal in order to trigger an on boarding workflow.
Has anyone successfully done this with Proposify and HubSpot before?
Dec 4, 2018 5:02 PM
There isn't going to be an automatic way to trigger a workflow based on this. If you have a property that can be set through the integration or zapier, that could be used to trigger the workflow.