Seamless Deltek Vantagepoint and HubSpot Integration for Architecture and Engineering Firms

HubSpot Elite Solutions Partner

Top-tier certified experts trusted by thousands of teams to design and deploy revenue-critical integrations.

Enterprise-grade security

ISO 27001, SOC 2 Type II, and GDPR compliant. Encrypted in transit and at rest, with granular access controls.

Real-time bi-directional sync

Sub-second data flow between HubSpot and Deltek so every team works from the same source of truth.

Custom integration architecture

No-code field mapping with the depth to model your firm's unique billing, project, and org structures.

Lead-to-client automation

Qualified leads move from HubSpot into your financial systems automatically — no re-keying, no lost context.

Advisor productivity

Advisors see synced client and policy data without manual entry, freeing them to focus on relationships.

Client lifecycle management

Consistent client data from first touch through onboarding, servicing, and renewal.

Marketing attribution

See exactly which campaigns generate new clients, policies, or assets under management.

Cross-team visibility

Advisors see marketing context. Operations sees client history. Compliance sees the full picture.

Executive reporting

One dashboard for the whole business — from pipeline to policy to portfolio, reconciled in real time.

Companies

Households

Advisors

Tickets

Leads

Quotes

Products

Line Items

Tasks

Notes

Calls

Emails

Meetings

Attachments

Users

Custom Objects

“[IntegrateHQ] is a workhorse that just runs in the background. Not noticing it means that it is working and making me happy.”

“[The] best integration experience I’ve had with incredible ongoing support”

“IntegrateHQ met every single one of our goals in integrating our HubSpot and NetSuite instances. They succeeded on each idea we threw their way. The team was very easy to work with and always provided a timely response by email between our weekly meetings. By far this is the best integration experience I’ve had with incredible ongoing support.“

“Everyone in our organization is so happy”

“I’ve been so impressed. This experience has been so smooth. Milestones were reached when they were supposed to be and communication throughout was clear. We absolutely got what we were looking for which is impressive since our original experience with another provider cost us over $100,000 and it didn’t even work. IntegrateHQ came in and a month and a half later we have accurate data between two systems, totally pulled it off. Everyone in our organization is so happy. IntegrateHQ is life savers!“

“... a business changing experience"

"IntegrateHQ has not been just a good experience, it“s been a business changing experience for us. It“s allowed us to build something that is an industry-changing system."

“Trujay's IntegrateHQ Team offered expert advice and eliminated duplicates. It has drastically changed our interactions with guests. We now consistently maintain data integrity.”

How long does implementation typically take?

Most financial services firms are live in 4–8 weeks. Our integration architects run a discovery workshop, configure your mappings in a sandbox, and promote to production once your team has signed off.

Which platforms are supported?

SyncMatters supports iPipeline, SmartOffice, Wealthbox, Redtail CRM, Salesforce Financial Services Cloud, and other financial services platforms. If your firm uses a system not listed, contact us — we build custom integrations for platforms with available APIs.

Do you support custom HubSpot properties and platform-specific custom fields?

Yes. Custom HubSpot properties and custom fields in your financial platform (such as policy types, account classifications, or advisor designations) can be mapped as part of your integration.

Is the HubSpot integration bi-directional?

Yes. The integration can support bi-directional synchronization, allowing updates made in either HubSpot or your financial platform to automatically update the other system.

Businesses can also configure:

One-way sync
Two-way sync
Conditional sync rules
Scheduled synchronization
Real-time synchronization

Why should financial services firms integrate HubSpot with their core systems?

Financial firms often use HubSpot to manage marketing and business development while platforms like iPipeline, SmartOffice, or Wealthbox manage policies, accounts, and advisor relationships.

Integrating these systems helps:

Eliminate duplicate data entry
Improve lead-to-client handoffs
Increase forecasting and reporting accuracy
Give leadership a complete client view
Keep marketing, advisors, and operations aligned

Can the integration be customized to our business processes?

Every financial services firm runs its systems differently. The integration can be customized for:

Custom objects
Custom fields
Approval workflows
Multi-office or multi-entity organizations
Business units
Compliance-driven processes
Industry-specific workflows

Rather than forcing your business into a generic connector, the integration is designed around your existing operations.

Is the integration secure?

Yes.

Enterprise integrations should include security features such as:

End-to-end encryption
Secure authentication
Role-based permissions
Audit logging
GDPR compliance
ISO/IEC 27001-certified processes

This ensures sensitive client, project, and financial information remains protected throughout synchronization.

What's the difference between a custom integration and a standard connector?

Standard connectors typically provide fixed mappings with limited flexibility.

A custom integration allows you to:

Map custom fields
Define business rules
Automate complex workflows
Control synchronization timing
Scale as your business grows
Integrate additional systems in the future

For firms with unique project delivery processes, a custom integration is often a better long-term solution.

Connect HubSpot & Deltek to streamline every stage of the project lifecycle.

Built by HubSpot integration experts. Designed for project-based businesses.