Every deal record has its proposal attached, so your team closes deals faster with all materials in one place.
When a sales proposal is completed in Canva, the PDF attaches to the matching HubSpot deal record automatically.
When someone books through Cal.com, their HubSpot contact is created/updated and the meeting logs as a deal activity. Booking form answers become contact properties.
When a prospect books through HubSpot, Zoom meeting is created with the link added to the invite. After the call, the recording logs to the HubSpot contact record.
Every email you send or receive in Gmail that matches a HubSpot contact gets logged to their timeline automatically. Full conversation history visible to your whole team.
