Overview
Once you connect an integration, Proposal.biz establishes a live connection with the third-party platform and begins syncing data into your workspace. This article explains what happens after you connect and how data flows between Proposal.biz and your connected tools.
[Insert screenshot: Integrations — How it Works screen]
The Connection Flow
Every integration on Proposal.biz follows the same core flow:
Select the integration you want to connect from the Integrations page
Review the integration details and click Connect
Authorize the connection using your preferred method — OAuth 2.0, API Key, or HTTP Authentication
Once connected, map the fields from your third-party platform to Proposal.biz variables
Configure your sync settings
Your integration is live and data starts flowing into your workspace
[Insert screenshot: Integrations — detail page showing Overview and How it Works tabs]
Variable Mapping
After connecting a CRM integration such as HubSpot, you can map fields from your CRM directly to variables in Proposal.biz. This means when you create a document for a specific contact or deal, the mapped fields are automatically populated eliminating manual data entry and reducing errors.
[Insert screenshot: Integrations — Variable mapping screen]
Sync Settings
You can control how and when data syncs between Proposal.biz and your connected platform including sync frequency and which data objects to include.
[Insert screenshot: Integrations — Sync settings screen]
Credential Management
Your connection credentials are stored securely in Proposal.biz. You can review, update, or revoke your credentials at any time from the integration settings without needing to fully disconnect and reconnect.
[Insert screenshot: Integrations — Credential settings screen]
Managing a Connected Integration
Once an integration is connected you can:
Edit credentials — Update your connection credentials if they change
Update variable mapping — Adjust how fields are mapped between platforms
Change sync settings — Modify how frequently data syncs
Disconnect — Remove the integration from your workspace
[Insert screenshot: Integrations — connected integration management options]
💡 Pro Tip Set up variable mapping immediately after connecting your CRM. This ensures every document you create is automatically populated with the correct client and deal information from the moment you start — saving significant time across your team.
Next Steps Start connecting your tools — beginning with HubSpot, Zoho, Google Drive, or Slack.