Don't lose client data
FigsFlow & HubSpot
Sync your proposals, client data, and deal stages in real-time. Bridge the gap between FigsFlow’s powerful document management and HubSpot’s world-class CRM. Effortlessly integrate FigsFlow with HubSpot for seamless data synchronisation and enhanced workflow efficiency.
- Easy Setup
- Free Migration Site
- 24/7 assistance
Excellent Reviews by Accountants, Bookkeepers & Tax Advisers
G2 Reviews 5.0★ ★ ★ ★ ★Read our reviews on G2
Trustpilot 5.0★ ★ ★ ★ ★Read our reviews on Trustpilot
Trustindex Reviews 4.7★ ★ ★ ★ ★Excellent based on 70+ reviews
Achieve Effortless Integration with HubSpot
By integrating HubSpot with FigsFlow, managing proposals and client interactions becomes effortless. Get real-time insights into which services deliver the most value and use that information to propel growth.
Easy Setup
Experience hassle-free HubSpot integration setup with FigsFlow, ensuring quick and intuitive onboarding so you can get up and running in no time with HubSpot.
24/7 Support
Rest easy knowing that FigsFlow provides 24/7 HubSpot integration security, safeguarding your data around the clock with robust encryption.
User Friendly Interface
Navigate with ease through FigsFlow’s user-friendly HubSpot integration interface, designed to empower users of all levels to effortlessly streamline their workflow.
Combine Features of FigsFlow & HubSpot
Enhance Productivity & Teamwork in Your Business Operations
No More Back-and-Forth
Create & Edit Proposals from Your HubSpot Deals
Stop bouncing between tools. With FigsFlow’s HubSpot integration, you can launch a new proposal straight from your deal record and make edits on the fly. No more chasing documents or digging through emails.
- Save time by working where your deals already live
- Keep proposals automatically tied to the right stage in your pipeline
- Reduce admin work and keep momentum with your prospects
Keep Information Flowing
Share Contacts Across Platforms Easily
Nothing slows down deals like bad data. But FigsFlow integrates with HubSpot to keep your contacts in sync across both platforms, keeping your sales and operations teams aligned.
- No duplicate entry or mismatched records
- No errors and missed opportunities
- More confidence in client communications
All in One Place
Attach Proposals to Deals
Every proposal you send can also be attached to its HubSpot deal record. That means your team has one central hub for all documents, notes and interactions. This especially makes handovers between team members effortless.
- Complete deal history in a single view
- Easier collaboration across sales, ops and finance
- No more “where’s that file?” headaches
From Signed to Stored
Export Won Proposals as PDFs
When a deal closes, FigsFlow lets you export the winning proposal as a PDF you can archive and share. With just one click, you’ll have a professional record, ready for your internal team or external stakeholders.
- Easy record-keeping for compliance and audits
- Share polished PDFs with clients or colleagues
- Keep a secure archive of your wins
Enhancement, Not Replacement
Easy Integration With Your Accounting Tech - HubSpot
With FigsFlow, you don’t need to overhaul your tech stack or learn yet another tool. Instead, it seamlessly integrates into your existing accounting system and HubSpot, so your client data, tasks, and workflows stay in sync effortlessly.
Trusted by Practitioners Just Like You
Hear What Others Have to Say
Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.
FigsFlow changed how we produce our engagement letters and proposals. It is easy to setup and use - has pre-built templates for ACCA. The good think we like about the software is that it is easier to edit and make changes in each proposal and engagement letter as per client needs.
Another feature that was really helpful was when sending proposal for multiple inviduals and companies, it generates one proposal but multiple engagement letter to each entity and person as required by ACCA. This saved lots of time for single proposal for same family members and group companies.
Ability to edit each proposal and enagement letter is the best feature. We have templates, but each client want something to change which can be done instantly in FigsFlow.
Figsflow blogs have become a trusted source of information for me as an accountant, especially when it comes to Making Tax Digital. Their full MTD guide breaks down digital record-keeping, quarterly reporting, and software compliance in a way that actually makes sense, making the whole preparation for transition doable for both me and my clients. I also like their broader topics, automation, onboarding tips, and HMRC updates which support the day-to-day work I do.
As an accountant I’ve tried many onboarding tools, but FigsFlow is the best. It generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow. Pre-loaded templates (meeting the standards of ACCA, ICAEW, CIOT, etc.) support compliance and save hours.
FigsFlow is a profit booster. Highly recommended. Try the free 30-day trial: you won’t regret it.
Loving the experience so far..... The nice feature is that each Proposal or Engagement letter can be customised different from the template, making few client specific changes.
In the morning at my firm, I quickly list all my engagement letters in draft and send them one by one, after fine tuning them.
Perfect for saving time and staying organized!
The software is super easy to use—customizing templates, sending documents, and getting client approvals all happen in no time. It’s professional, efficient, and takes the hassle out of managing client interactions. Perfect for saving time and staying organized!
Get Started With FigsFlow Today
Create personalised Proposals, Pricing, and Engagement Letters for client acquisition and retention.
