Where your proposal updates can go
Outscoped tells your other tools what happened to a proposal. It does not read your conversations or your marketing data. Disconnect a connection and updates stop right away.
GoHighLevel CRM sync
Sending a proposal creates the contact and an opportunity in the pipeline and stage you choose. Signing moves it to your signed stage and records the value.
Webhooks
A signed JSON POST to your own endpoint on every proposal event, so your other systems hear about it right away.
HubSpot
Creates the contact and logs the proposal as a deal as it moves from sent to signed.
Zoho CRM
Creates the contact and logs the proposal as a deal, updated when the client signs.
Google Sheets
A new row every time a proposal is sent or signed. Your pipeline, in a spreadsheet.
Slack
A message in the channel you pick the first time a client opens a proposal and again when it is signed.
Gmail
Follow-up reminders go out from your own Gmail address, so replies land in your inbox.
Microsoft Outlook
Reminders send from your own Microsoft 365 mailbox instead of an Outscoped address.
How the CRM sync works
Connect once, pick your pipeline and stages, and every proposal you send stays attached to the right contact.
You send a proposal
Outscoped creates or updates the contact and adds an opportunity to the pipeline and stage you selected. No duplicate data entry.
Your client signs
The same opportunity moves to your signed stage with the proposal value recorded, instead of a second one being created.
You stay in control
Each company authorizes its own account and chooses the mapping. Credentials are encrypted, scoped to your account, and deleted when you disconnect.
Connections are a Growth feature.
Building and sending proposals, the bidding calculator, the full Scope of Work editor, and bid-opened tracking are on every plan. Growth ($59/mo or $550/yr) adds the GoHighLevel CRM sync, webhooks, and each connection above as it leaves testing.
Setting up the CRM sync? The step-by-step guide is at outscoped.com/setup.
Integration questions
Which plan includes integrations?
Growth. The CRM sync and webhooks are part of the Growth plan at $59/mo or $550/yr. Free and Solo accounts can see every connection in Settings, so you know what is there before you upgrade.
What does "In testing" mean?
The connection is built, but we have not yet finished checking it end to end with real accounts. We only mark a connection live once a proposal has gone all the way through it.
Does Outscoped read my CRM?
Only what it needs. It reads your pipelines and stages so you can pick where proposals land, and your users so a proposal can be assigned to the team member who prepared it. It does not read your conversations or your marketing data.
Does Outscoped connect to QuickBooks?
Not today. On Growth, a webhook can send every signed proposal to an address you choose, which you can route on to your own systems.
Send the proposal. Let the update find your tools.
Start free, build your first proposal, and connect your CRM when you move to Growth.