HubSpot Diamond Solutions Partner

HubSpot Envestnet Integration: Unify Your Client & Prospect Data

Connect Envestnet’s wealth management platform to HubSpot. Give advisors full client context and empower marketing with portfolio data for smarter segmentation.

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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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HubSpot Diamond Partner · Built for complex stacks

Calculate Your HubSpot Integration Cost

HubSpot’s app marketplace covers templated connections. ERPs, custom objects, legacy databases, and real-time bi-directional sync at scale are where we live. Every estimate below is scoped by Diamond Partner engineers who’ve already shipped your edge case.

Priced to your real scope

Two objects or twelve. One-way or two-way. Pricing scales with the actual work, never a flat-fee package padded for the average customer.

From $3,450 setup

Built by the team that quotes it

The senior engineers scoping your build are the same ones writing the field mappings, custom logic, and error handling. That’s why 98.5% of clients stay past year one.

98.5% client retention

Pattern-matched from 300+ builds

ERPs, billing platforms, legacy CRMs, custom databases — the data transformation patterns your team would burn weeks figuring out, we’ve already shipped to production.

300+ platforms · 20B+ fields

Standard on every build

Every estimate already includes all six

Bi-directional sync

One-way or two-way, built to your data flow

Granular field mapping

Every property mapped, validated, tested

Real-time + scheduled

Instant triggers and batched syncs together

Custom sync logic

Your business rules, written into the build

Error handling

Monitoring, alerts, retry logic baked in

Year 1 continuity

License, maintenance, ongoing support

Skip the quote chase

Build your estimate

60-second ballpark · 30-minute call for firm pricing · No back-and-forth

Empower Advisors with HubSpot Marketing Insights

Give your financial advisors the context they need directly within their primary tool. By syncing key HubSpot data to Envestnet, advisors can see the full relationship history and have more meaningful conversations.

See a client's marketing engagement (like webinar attendance or guide downloads) from HubSpot.

Reduce manual entry by syncing new, qualified leads from HubSpot form submissions directly into Envestnet.

Provide context on why a client is calling by syncing HubSpot service tickets or support requests.

Allow advisors to see which marketing emails or newsletters a client has received, preventing duplicate communication.

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.

Kathleen Rush

Manager, Strategic Partner Development Team at HubSpot

Turn Portfolio Data into a Marketing Powerhouse

Your Envestnet platform is a goldmine of client data. Our integration pipes key portfolio and client details back into HubSpot, allowing you to segment, personalize, and automate marketing like never before.

Sync client AUM, account types (e.g., IRA, 401k, Taxable), and household data into HubSpot for powerful segmentation.

Build automated workflows in HubSpot triggered by Envestnet data (e.g., "Client AUM > $1M," "Annual Review Date Approaching").

Create a single view of the client, from their first click as a prospect in HubSpot to their full portfolio in Envestnet.

Build reports that tie marketing and sales efforts directly to asset growth and client retention.

A Flexible, Secure Sync for Financial Services

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 fail with complex financial data. We build your integration around your firm's specific compliance, householding, and data-flow rules, ensuring security and accuracy.

Bi-Directional & Uni-Directional Sync: Keep contact information (email, phone) synced both ways, but use a secure, one-way sync for sensitive portfolio data from Envestnet to HubSpot.
Real-time & Scheduled Syncs: Instantly create a new client shell in Envestnet when a HubSpot deal closes, or run a nightly sync of all AUM data for your dashboards.
Custom Sync Logic & Triggers: Create rules that fit your firm. Map complex "Householding" logic, or sync a client only if their status is "Active."
High-Volume Data Handling: We securely manage large client books and daily financial data feeds, ensuring your sync is reliable and performant.

Comprehensive Object and Field Mapping

We connect the dots between client relationships and financial data, ensuring a true 360-degree view.

HubSpot

Envestnet

Contacts
Companies
Deals
Custom Objects
Activities

Clients
Households
Opportunities / New Accounts
Portfolios / Financial Accounts
Client Notes / Advisor Tasks

Contacts Clients
Companies Households
Deals Opportunities / New Accounts
Custom Objects Portfolios / Financial Accounts
Activities Client Notes / Advisor Tasks

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.'

Schedule a Consultation

Check Out Our Case Studies

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Trusted by Leaders, Proven by Results

Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverables, and kept lines of communication open.

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship with IIQ and recommend them to anyone looking to embed HubSpot deeper into their organization's systems.

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

Schedule Your Integration Discovery Call

HubSpot Is the Platform. We Make It Perform

Why Businesses Trust Integrate IQ for a Smarter HubSpot Experience

Frequently Asked Questions

Our solution is custom-built to map complex financial data, including custom objects (like portfolios) and the "householding" logic unique to wealth management.

Yes. We map this data from Envestnet into custom objects or properties in HubSpot, allowing you to use it for segmentation and workflow automation.

We use custom logic to associate multiple HubSpot contacts (family members) with a single company (the household), mirroring your setup in Envestnet.

Absolutely. When a deal is "Closed-Won" in HubSpot, we can trigger the creation of the new client and household records in Envestnet, kicking off your onboarding process.

We prioritize security by using secure sync protocols and recommend a one-way sync (Envestnet to HubSpot) for sensitive data to maintain a clear compliance trail.

See Your Integrated Wealth Management Data in Action

Stop managing your clients from disconnected systems. Schedule a discovery call to see how a unified HubSpot and Envestnet platform can help you scale your firm, automate marketing, and provide superior client service.