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HubSpot + Financial Services Platforms

Connect HubSpot with iPipeline, SmartOffice, and Other Platforms That Power Your Financial Business

Winning new clients is only the beginning. SyncMatters connects HubSpot with iPipeline, SmartOffice, Wealthbox, Redtail, and the other systems your firm runs on — with secure, bi-directional syncs so advisors, marketing, operations, and leadership always work from the same accurate data.

 
HubSpot Elite Partner | 🛡️ ISO 2700 | 🔒 GDPR Compliant
SyncMatters financial services integration architecture showing HubSpot connected with financial ERPs

Built for financial services firms

Built by HubSpot integration experts. Designed for banks, wealth managers, and financial service providers.

A decade of enterprise integration expertise — transformed into a platform that securely connects the systems financial teams rely on every day, from CRM and ERP to accounting, lending, and client management platforms.

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HubSpot Elite Solutions Partner

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

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Enterprise-grade security

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

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Real-time bi-directional sync

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

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Custom integration architecture

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

The challenge

Your CRM manages client relationships. Your financial systems manage everything that follows.

Banks, wealth management firms, insurance providers, lenders, accounting firms, and other financial services organizations rely on multiple systems to manage client data, accounting, billing, compliance, reporting, and financial operations. When HubSpot and those systems don't communicate, teams spend valuable time re-entering information, reconciling records, chasing approvals, and making decisions using outdated data.

The result is duplicate client records, inconsistent financial information, delayed reporting, compliance risks, and a fragmented client experience.

SyncMatters connects HubSpot with your ERP, accounting, and core financial systems, creating a single source of truth across marketing, sales, finance, and operations. From lead generation and client onboarding to invoicing, revenue recognition, and ongoing account management, every team works with accurate, synchronized data.

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Why connect HubSpot & your financial systems

From the first marketing touch to client onboarding,

billing, and ongoing account management.

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Automated client onboarding

Convert closed-won deals into active clients automatically, eliminating manual data entry and ensuring every team starts with accurate, up-to-date information.

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Connected teams

Synchronize client, billing, and financial data across HubSpot and your ERP so sales, finance, operations, compliance, and client service always stay aligned.

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Executive visibility

Access accurate, real-time insights into client growth, revenue, billing, and financial performance - all from one connected source of truth.

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Real-time reporting

Marketing spend, sales performance, and project margin — reconciled without waiting for month-end.

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Cross-team collaboration

PMs see deal context. BD sees delivery health. Finance sees the whole lifecycle.

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Executive visibility

One dashboard for the whole business — from first touch to final invoice.

Keep Your Business Data in Perfect Sync

What Can You Synchronize?

company

Companies

contact

Contacts

deal

Deals

ticket

Tickets

lead

Leads

quotes

Quotes

product

Products

line item

Line Items

task

Tasks

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Notes

call

Calls

email

Emails

meeting

Meetings

attachment

Attachments

user

Users

custom object

Custom Objects

Testimonials

What our customers are saying

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

Kristen Ritterbusch

- John Wood College
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“[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.“

Matt Byrne

- NuHarbor Security
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“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!“

Daniel Akinmolayan

- SQFI
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“... 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."

Michael Park

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

Catherine Hesik

- The Ranch Resort & Spa
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FAQ

What financial services organizations should consider.

Every financial services business has a unique technology stack. Schedule a conversation with our integration experts to discuss your systems, workflows, compliance requirements, and integration goals.

Our integration architects can review your existing technology stack, business processes, and data flows to design a secure, scalable integration tailored to your organization.

Why should financial services firms integrate HubSpot with their ERP or accounting software?

Integrating HubSpot with your ERP, accounting, or financial management system eliminates manual data entry, keeps client information synchronized, and creates a single source of truth across marketing, sales, finance, and operations.

Teams spend less time reconciling data and more time serving clients.

Which financial systems can SyncMatters integrate with HubSpot?

SyncMatters integrates HubSpot with leading ERP, accounting, and financial management platforms, including Microsoft Dynamics 365 Business Central, Microsoft Dynamics Finance & Operations, Sage Intacct, NetSuite, SAP, Oracle, Infor, Acumatica, QuickBooks, Xero, and many other cloud or on-premise systems. We also support custom APIs and proprietary financial applications.

What data can SyncMatters synchronize between HubSpot and financial systems?

SyncMatters can synchronize contacts, companies, deals, invoices, customers, products, services, quotes, billing information, payment status, revenue data, custom objects, and other business-critical records. Every integration is tailored to your organization's processes and data model.

Can SyncMatters automate client onboarding after a deal is won?

Yes. When a deal reaches the appropriate stage in HubSpot, SyncMatters can automatically create or update customer records, trigger onboarding workflows, generate projects or service engagements, create invoices, or initiate downstream financial processes—eliminating manual handoffs between sales and finance.

Is SyncMatters suitable for regulated financial services organizations?

Absolutely. Financial organizations often have strict requirements for data accuracy, auditability, and controlled business processes. SyncMatters is designed to support secure, reliable integrations with configurable synchronization rules, validation logic, and monitoring to help maintain data consistency across systems.

Can SyncMatters support complex, bi-directional integrations?

Yes. SyncMatters supports both one-way and bi-directional synchronization, allowing HubSpot and your ERP or accounting platform to remain continuously aligned. You control which system owns each field, how conflicts are resolved, and when data should sync.

How does integrating HubSpot improve financial operations?

Connecting HubSpot with your financial systems reduces duplicate data entry, accelerates client onboarding, improves billing accuracy, shortens invoice cycles, enhances reporting, and provides leadership with real-time visibility into revenue, client relationships, and business performance.

Why choose SyncMatters for HubSpot financial systems integrations?

SyncMatters specializes exclusively in enterprise system integrations. With more than a decade of experience connecting HubSpot with ERP, accounting, CRM, and operational platforms, our team designs secure, scalable integrations tailored to your business—helping financial services organizations automate workflows, improve data quality, and gain complete visibility across the client lifecycle.

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Case Study

The Rent Bridge Integration Success Story

Discover how Rent Bridge (now Geekly Media) revolutionized property management operations through innovative automation and integration with HubSpot. Facing the challenge of overwhelming manual data processes, they collaborated with SyncMatters to create a scalable, efficient solution that not only streamlined operations but also set a new standard in the industry.

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