HubSpot Diamond Solutions Partner

HubSpot & FIS Integration: Unify Core Banking and Client Experience

Bridge the gap between your financial technology stack and your customer relationships. Seamlessly sync account milestones to client timelines, automate onboarding workflows for new merchant accounts, and give your relationship managers a holistic view of financial health without compromising security.

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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

Get a scoped estimate not a guess

ERPs, custom objects, legacy databases, real-time bi-directional sync. Every estimate is built by the same engineers who ship the integration.

Scope-based pricing. From $3,450 - scales with actual complexity, never padded flat fees.
98.5% year-one retention. The engineers who quote it are the ones who build it.
300+ platforms shipped. Your edge case is likely already in production somewhere in our library.

Build your estimate

60-second ballpark · No back-and-forth

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

Get Your Free HubSpot Consultation + Claim The 2025 CRM Growth Playbook Instantly for FREE

Discover how top companies use their CRM to power marketing, sales & growth. No spam. No sales pitch. Just expert insights from certified HubSpot professionals.

Proven Playbooks from top-performing companies
Strategies to drive more leads, pipeline & revenue
Actionable insights from HubSpot experts

🎁Bonus: Submit the form to Instantly download The 2025 CRM Growth Playbook for highest ROI
(Offer valid for Limited Time Only)

Empower Your Financial Advisors

Your transaction and account data live in FIS, but your client interactions happen in HubSpot. This integration ensures that every banker and wealth manager has the context they need to deepen relationships without navigating complex legacy screens.

Contextual Account Views: Push high-level client summaries (e.g., "Total Assets," "Active Loans") from FIS to HubSpot, giving advisors immediate context before a call.

Automated Onboarding: Trigger account provisioning in FIS automatically when a HubSpot Deal moves to "Closed-Won," reducing the time between signature and active service.

Compliance Logging: Automatically log client communications from HubSpot back to FIS compliance modules where required, ensuring an audit-ready paper trail.

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

Drive Wallet Share with Financial Intent

The integration unlocks the full potential of HubSpot by enriching it with transactional reality, allowing your marketing teams to run campaigns based on actual financial behavior rather than generic demographics.

Smart Cross-Selling: Create active lists of clients who have a "Checking Account" in FIS but no "Mortgage" product, and target them with specific educational content in HubSpot.

Risk Alerts: Trigger internal tasks in HubSpot when an FIS account status changes to "Delinquent" or "Overdraft," prompting a relationship manager to intervene proactively.

Transaction Triggers: Enroll clients in appreciation workflows or VIP tiers automatically when their transaction volume in FIS hits a specific threshold.

Enterprise-Grade Data Synchronization

Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.

Built for Your Business Process

We design a secure sync architecture that respects your specific regulatory environment, ensuring data flows safely between your core ledger and your CRM.

Bi-Directional & Uni-Directional Sync: Push originated loans to FIS for servicing, or pull read-only account balances back to HubSpot for relationship management.
Real-time & Scheduled Syncs: Trigger instant alerts for fraud flags, while utilizing batch processing for nightly balance updates to minimize load on core systems.
Custom Sync Logic & Triggers: Define strict rules, such as anonymizing sensitive PII before it hits the marketing database, to maintain strict data privacy standards.
High-Volume Data Handling: Robustly manage millions of transaction rows and account updates daily without impacting the performance of your banking core.

Comprehensive Object Mapping

Sync your financial data seamlessly between HubSpot and FIS.

HubSpot

FIS

Contacts
Companies
Deals
Custom Objects
Tickets
Products

Clients / Cardholders
Commercial Accounts / Entities
Loan Applications / Merchant Agreements
Financial Accounts (Checking, Savings)
Disputes / Service Requests
Banking Products / Fee Structures

Contacts Clients / Cardholders
Companies Commercial Accounts / Entities
Deals Loan Applications / Merchant Agreements
Custom Objects Financial Accounts (Checking, Savings)
Tickets Disputes / Service Requests
Products Banking Products / Fee Structures

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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Check Out Our Case Studies

How Integrate IQ Helped an Elder Care Nonprofit Unify Operations with a Salesforce Route4Me Integration

How Integrate IQ Helped a 60-Year Staffing Leader Unify Operations with a HubSpot – Avionté Integration

How a 95-Year Financial Institution Accelerated Loan Processing with Integrate IQ

How a Lawn & Tree Care Leader Unified Systems and Scaled Smarter with Integrate IQ

How a Northwest Construction Supplier Unified Sales Data with Integrate IQ

How a Premium Dog Care Brand Unleashed Growth with Integrate IQ

How a Leading Lawn Care Company Streamlined Operations and Grew Smarter with Integrate IQ

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

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HubSpot Is the Platform. We Make It Perform

Why Businesses Trust Integrate IQ for a Smarter HubSpot Experience

Frequently Asked Questions

We design the integration to act as a secure conduit. We can mask or exclude sensitive fields (like full account numbers or SSNs) from syncing to HubSpot, ensuring the CRM only holds data necessary for marketing and sales.

Typically, we sync aggregated transaction data (e.g., "Last Month Spend," "Avg Balance") rather than raw ledger rows to keep HubSpot performant, though raw history can be displayed via a custom CRM card.

Yes. We connect via the available APIs or secure file transfer protocols specific to your FIS instance, normalizing the data so it appears uniform in HubSpot regardless of the underlying core.

Absolutely. As a loan progresses through underwriting in FIS, we can update the HubSpot Deal stage automatically, keeping the loan officer informed without them needing to check the back-office system.

Ready to Modernize Your Client Experience?

Don't let your legacy banking core slow down your modern growth strategy. Let's build a secure bridge between FIS and HubSpot that empowers your advisors and delights your clients. We'll design a sync strategy that is as secure as it is effective.