Seamless HubSpot CRM Integrations for Financial Services 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.

Project handoff

Closed-won deals become fully scoped Vantagepoint projects automatically — no re-keying, no lost context.

Cross-team collaboration

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

Executive visibility

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

Real-time reporting

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

Cross-team collaboration

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

Executive visibility

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

Companies

Contacts

Deals

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 AEC 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 Deltek Vantagepoint objects are supported?

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Do you support custom HubSpot properties and Vantagepoint UDFs?

Is the HubSpot and Deltek Vantagepoint integration bi-directional?

Yes. The integration can support bi-directional synchronization, allowing updates made in either HubSpot or Deltek Vantagepoint 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 architecture and engineering firms integrate HubSpot with Deltek Vantagepoint?

AEC firms often use HubSpot to manage business development while Deltek Vantagepoint manages project delivery and financial operations.

Integrating the two systems helps:

Eliminate duplicate data entry
Improve opportunity-to-project handoffs
Increase forecasting accuracy
Give leadership a complete customer view
Keep sales, operations, and finance aligned

Can the integration be customized to our business processes?

Every Deltek Vantagepoint implementation is different. The integration can be customized for:

Custom objects
Custom fields
Approval workflows
Multi-office organizations
Business units
Project structures
Industry-specific processes

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

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

HubSpot Elite Solutions Partner

Enterprise-grade security

Real-time bi-directional sync

Custom integration architecture

Your CRM knows how you win projects. Your ERP knows how you deliver them.

One connected workflow

from first marketing touch to the final invoice.

Project handoff

Cross-team collaboration

Executive visibility

Real-time reporting

Cross-team collaboration

Executive visibility

Keep Your Business Data in Perfect Sync

What Can You Synchronize?

Companies

Contacts

Deals

Tickets

Leads

Quotes

Products

Line Items

Tasks

Notes

Calls

Emails

Meetings

Attachments

Users

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

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

Matt Byrne

“Everyone in our organization is so happy”

Daniel Akinmolayan

“... a business changing experience"

Michael Park

“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

What AEC firms should consider.

How long does implementation typically take?

Which Deltek Vantagepoint objects are supported?

Do you support custom HubSpot properties and Vantagepoint UDFs?

Is the HubSpot and Deltek Vantagepoint integration bi-directional?

Why should architecture and engineering firms integrate HubSpot with Deltek Vantagepoint?

Can the integration be customized to our business processes?

Is the integration secure?

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

Need a custom integration?

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