HubSpot for fintech and financial services

Every application, partner and deal in one record.

For loan marketplaces, financing platforms and financial software companies. Your application, partner and product systems synced to HubSpot on one shared ID, so every customer has one record and your reporting follows each deal to closed.

Map your lending systems
40+ conflicting workflows untangled for a loan marketplace 3 systems in one HubSpot data model Sensitive data set up on Sales Hub Enterprise Platinum HubSpot Solutions Partner
Sound familiar?

Your applications live in one system. Your customers live in another.

Applications nobody can see

Status lives in the application platform, so sales and marketing find out a deal closed after the customer tells them.

Lifecycle stages fighting each other

Dozens of workflows update the same stage, and nobody trusts where a contact really is.

Records matched on email

Systems match customers on email or phone, so one customer becomes three records, or two customers become one.

No line from lead to closed

Reporting stops at the application, so marketing can't show which campaigns turn into funded or closed deals.

Partners you can't credit

Lending partners, brokers, installers and referral sources send deals, but nobody can see which ones send the good ones.

Worry about sensitive data

Nobody's sure what customer financial data belongs in the CRM, so the useful data stays out too.

What makes fintech different

Three things a standard HubSpot setup won't handle.

Sensitive data

Protected the way HubSpot intends

HubSpot supports sensitive data on Sales Hub Enterprise. We set up sensitive properties with restricted access, so financial details are protected in the CRM, and keep out anything that doesn't need to be there.

Non-standard integrations

Several systems, no marketplace app

Application, credit, servicing and partner systems rarely have a HubSpot connector. We build custom integrations over modern APIs and older SOAP and XML alike, on one shared ID.

Custom objects

Referral partners and lending partners

Partners get their own records, not a note on a company. Loan marketplaces track the referral partners who send deals and the lenders who fund them; software companies track their referral partners.

Free tool · Systems map

Which systems run your business?

Pick the systems you use. See how each one connects to HubSpot, how records stay matched, and the reports it unlocks.

Which systems do you run? Pick all that apply.
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Your HubSpot data model appears here

Pick your first system. You'll get:

  • Where each system’s data lands in HubSpot
  • How records stay matched
  • The reports it unlocks
How we connect lending systems

One unique ID, owned by HubSpot.

The fix for duplicate customers isn't better matching on email. It's a shared ID.

  1. DiscoveryAPI access confirmed and every field documented in each system, with sandbox access before anything touches production.
  2. ID strategyHubSpot's contact and deal IDs are written back into each system, and records match on a unique identifier like an application number or VIN, never on email, SSN or phone.
  3. Data modelCustomers as contacts, applications as deals, and referral partners and lending partners as custom objects, with sensitive properties restricted and each system's fields clearly prefixed and owned.
  4. Sync and clean upEach system connected and tested, and the workflows that fought over lifecycle stages consolidated into rules everyone agrees on.
Real builds

Financial data we've brought together.

We describe clients by what they do, never by name.

Loan marketplace, 51–200 employees

40+ conflicting workflows untangled

Three lending systems (origination, credit decisioning and servicing) feeding one HubSpot data model, with the lifecycle chaos cleaned up.

Custom loan objectSOAP XMLWorkflow cleanup
Multi-system integration, loan marketplace

One ID across three systems

HubSpot contact and deal IDs written back into the origination and credit systems, loans matched on VIN in servicing, and prefixed properties so every field has one owner.

Unique ID strategyCustom objectsField ownership
★★★★★
Pivot has played a critical role in untangling an initial messy HubSpot setup that had over 40 workflows updating the lifecycle stage. Jane and Christa have been an invaluable resource to our organization surrounding all things HubSpot.
Lee, D. · Banking/Financial Services · 51–200 employees
How to start

Fix the foundation, then connect the rest.

Start here

Free instant Portal Audit

Free

Finds the duplicate customers, conflicting workflows and missing IDs.

Get my free audit
Design it

Project Blueprint

$2,500 credited

Your data model, ID strategy and every system’s field map, with one fixed price.

How the Blueprint works
Keep it right

HubSpot Admin Subscription

From $2,500 a month

Daily monitoring of every sync, and the requests your team sends in.

See the subscription
Straight answers

What you'll want to know.

Who do you work with in fintech?

Fintech-adjacent companies: loan marketplaces and brokers that facilitate loans for their lending partners, companies that arrange financing for projects and equipment, and financial software companies, like platforms that help businesses claim tax credits. We don't work with lenders that fund loans themselves or with companies that process payments.

Can sensitive financial data live in HubSpot?

Yes, on Sales Hub Enterprise, which supports sensitive data. We set up sensitive properties with restricted access for the details your team needs, and keep full credit files and anything else that doesn't need to be in the CRM in the systems built for it. The integrations themselves follow our security rules: encryption, secret credentials, audit logs and least-privilege access.

What kinds of systems have you connected?

Application and origination platforms, credit decisioning and servicing systems, partner portals and financial software, over modern APIs and older SOAP and XML interfaces alike.

How do you stop duplicate customers?

With a shared ID. HubSpot's IDs are written back into each system, so records match on the ID rather than on email or phone.

Which HubSpot do we need?

Usually Sales Hub Enterprise, for sensitive data and custom objects like referral partners and lending partners. A short call with Jane narrows it down, and the Blueprint confirms it.

How long does it take?

It depends on the systems and their APIs. Your Blueprint gives you the timeline and one fixed price.

See every deal from first click to closed.

Fifteen minutes on your systems and what your team needs to see.