HubSpot Diamond Solutions Partner
Stop "Swivel-Chairing." Connect HubSpot & AdvisorEngine.
Unite your marketing automation and wealth data. Finally, a single view of the client journey that drives AUM growth, not just data entry.
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Empower Your Advisors with Marketing Intelligence
Stop making advisors guess which clients are engaging with marketing. When HubSpot talks to AdvisorEngine, your team gets real-time insights inside their CRM, letting them focus on high-value relationships, not data detective work.
See all HubSpot marketing engagement (email opens, form fills) directly on the AdvisorEngine client record.
Get automated "hot prospect" alerts in AdvisorEngine when a lead hits a key engagement score in HubSpot.
Prioritize outreach by knowing which clients are actively reviewing market updates or webinar invites.
Eliminate double data entry when onboarding new clients from HubSpot leads.
Stop making advisors guess which clients are engaging with marketing. When HubSpot talks to AdvisorEngine, your team gets real-time insights inside their CRM, letting them focus on high-value relationships, not data detective work.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Supercharge HubSpot with Real Client & Portfolio Data
Marketing to high-net-worth clients based on generic personas? Ouch. This integration pipes critical portfolio and client data like AUM or client tier back into HubSpot from AdvisorEngine, enabling hyper-personalized automation that actually speaks to clients.
Segment marketing lists by AUM, client tier, or portfolio type stored in AdvisorEngine.
Trigger client-specific nurture campaigns in HubSpot based on changes in their AdvisorEngine profile.
Run accurate ROI reporting by tying marketing campaigns directly to new AUM captured in AdvisorEngine.
Automatically suppress active clients from aggressive prospect-facing ad campaigns.
Marketing to high-net-worth clients based on generic personas? Ouch. This integration pipes critical portfolio and client data like AUM or client tier back into HubSpot from AdvisorEngine, enabling hyper-personalized automation that actually speaks to clients.
A Flexible Sync Built for Wealth Management Workflows
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard connectors force you into a box. They dictate your process. We do the opposite. Our custom integrations are built around your firm's unique compliance needs, client onboarding stages, and data-hygiene rules not the other way around.
- Bi-Directional & Uni-Directional Sync: Choose what data flows where. Push new leads from HubSpot to AdvisorEngine, and sync client status and AUM back to HubSpot—or just sync one way. You control the flow.
- Real-time & Scheduled Syncs: Trigger updates instantly (like a new "Contact Us" form) or sync large data loads nightly. We match the sync timing to your business needs, not a rigid API limit.
- Custom Sync Logic & Triggers: Go beyond basic mapping. Create "if-then" logic to route data, format fields, or trigger syncs only when a deal stage and a custom property both change.
- High-Volume Data Handling: We manage bulk data updates, historical data migrations, and high-frequency syncs without throttling your systems, ensuring your data is accurate, even during market volatility.
Comprehensive Object & Field Mapping
We streamline your firm’s data flows with AdvisorEngine by syncing your standard and custom firm-objects into a unified platform giving you a complete, connected view of client service, portfolios, billing and business operations.
HubSpot
AdvisorEngine
- Contacts
- Companies
- Deals
- Activities (Notes, Calls, Emails)
- Custom Objects (e.g., Marketing Events)
- Persons / Contacts
- Households
- Opportunities / Prospects
- Activities / Notes
- Custom Records
- Contacts Persons / Contacts
- Companies Households
- Deals Opportunities / Prospects
- Activities (Notes, Calls, Emails) Activities / Notes
- Custom Objects (e.g., Marketing Events) Custom Records
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Our custom integration handles complex logic the Zapier templates can't, such as "if-then" field mapping, syncing custom objects, and managing the unique "Household" data structure in AdvisorEngine.
Yes. We can map AUM, client tier, or other custom portfolio data from AdvisorEngine to custom properties in HubSpot, allowing for powerful marketing segmentation.
We perform an initial bulk data migration and de-duplication to align both systems before activating the live, ongoing sync.
Absolutely. We can trigger an onboarding workflow in AdvisorEngine (like creating tasks) the moment a HubSpot Deal is marked "Closed-Won," pulling all necessary data from HubSpot.
See Your Integrated Tech Stack in Action
Stop patching systems together and start building a true growth engine. Schedule a no-obligation discovery call. Our experts will map your current data flow and show you exactly how to connect HubSpot and AdvisorEngine for maximum ROI.
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