HubSpot Diamond Solutions Partner
HubSpot and Jack Henry Integration: Unify Your Core and Digital Marketing
Unlock the power of your customer and member data. Our secure integration with HubSpot enables personalized, data-driven marketing that grows relationships and deepens wallet share.
Get Your Free HubSpot Consultation!
Stop relying on siloed data and generic, product-centric marketing. Schedule a complimentary consultation with our financial services integration experts to learn how connecting HubSpot and your Jack Henry core can drive measurable growth in loans, deposits, and lifetime member value.
Turn Your Core Data into a Relationship Growth Engine
Your Jack Henry core banking system is the ultimate source of truth for your customer and member relationships. By connecting this rich data to HubSpot, you transform it from a static record into the fuel for proactive, intelligent marketing and service that anticipate needs and build loyalty.
Automate New Customer & Member Onboarding: Use new account data from your Jack Henry core to automatically trigger personalized, multi-channel onboarding sequences in HubSpot, ensuring a consistent and welcoming experience that drives engagement.
Drive Targeted Cross-Selling Opportunities: Identify high-potential households in your core (e.g., large deposits but no loan products) and automatically enroll them in targeted HubSpot campaigns for relevant products like mortgages, auto loans, or wealth management services.
Enhance Front-Line Staff Interactions: Provide your branch and call center staff with a view of a customer's recent marketing interactions from HubSpot, enabling more informed, relevant, and productive conversations.
Your Jack Henry core banking system is the ultimate source of truth for your customer and member relationships. By connecting this rich data to HubSpot, you transform it from a static record into the fuel for proactive, intelligent marketing and service that anticipate needs and build loyalty.
Achieve Personalized, Data-Driven Financial Marketing in HubSpot
Move beyond generic product promotions and deliver the right message to the right person at the right time. By enriching HubSpot with real-time data from your Jack Henry core, your marketing team can execute highly segmented, compliant, and effective campaigns that produce measurable results.
Build a 360-Degree Customer View: Enrich HubSpot contact records with key data from your Jack Henry core such as products owned, account balances, loan statuses, and credit tiers for unparalleled segmentation capabilities.
Eliminate Irrelevant and Annoying Offers: Create dynamic suppression lists in HubSpot based on core data. This ensures you never market a credit card to a member who just opened one, or an auto loan to a household that just paid one off.
Prove Marketing's Impact on Growth: Track the entire journey from a HubSpot campaign engagement to a new funded loan or opened deposit account in your core, providing true, closed-loop ROI on your marketing spend.
Move beyond generic product promotions and deliver the right message to the right person at the right time. By enriching HubSpot with real-time data from your Jack Henry core, your marketing team can execute highly segmented, compliant, and effective campaigns that produce measurable results.
A Secure and Compliant Sync Architecture for Financial Institutions
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Every bank and credit union has unique products, onboarding workflows, and strict regulatory requirements. Our integration is built with the flexibility to adapt to your specific processes while adhering to the highest standards of data security and compliance needed for the financial industry.
- Bi-Directional & Uni-Directional Sync: Keep customer contact information aligned with a bi-directional sync, while using a secure, one-way flow for sensitive financial data from your core to HubSpot.
- Real-time & Scheduled Syncs: Use near real-time updates for critical events like new account openings, and scheduled batch syncs for large-volume data refreshes to ensure marketing segments are always current.
- Custom Sync Logic & Triggers: Implement rules that fit your strategy. For example, trigger a workflow in HubSpot only when a specific transaction code or product type appears in the core data.
- High-Volume Data Handling: Our architecture is engineered to handle millions of member and account records securely and efficiently, providing a stable foundation for your marketing operations.
Comprehensive Object & Field Mapping
We connect the critical objects between your marketing platform and core banking system to create a single, unified view of your customer or member.
HubSpot
Jack Henry
- Contacts
- Companies
- Deals
- Custom Objects
- Leads/Contacts
- Accounts
- Opportunities
- Custom Objects
- Contacts Leads/Contacts
- Companies Accounts
- Deals Opportunities
- Custom Objects Custom Objects
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.'
Trusted by High-Growth Companies
See why leaders at scaling companies partner with Integrate IQ's experts.
Frequently Asked Questions
Security and compliance are foundational to our architecture. The integration operates within a SOC 2-compliant environment, utilizing end-to-end encryption, secure APIs, and data minimization principles. We work with you to ensure the solution helps you meet your FFIEC and NCUA compliance obligations for managing third-party vendor risk.
Yes. We can sync a member's entire product and service portfolio from your Jack Henry core (e.g., "Active Free Checking," "5-Year Auto Loan," "Platinum Visa") to a custom property in HubSpot. This data is the foundation for effective cross-sell marketing and building suppression lists.
Absolutely. We can perform a full, secure historical sync of your member database. This immediately provides your marketing team with the complete dataset needed to build targeted segments for campaigns from day one, without waiting for new data to accumulate.
Yes, this is a primary use case. When a new checking account is opened in your Jack Henry core, our integration can automatically trigger a multi-channel, 90-day onboarding workflow in HubSpot. This can include welcome emails, tutorials on using digital banking, and relevant, timely offers for related services like direct deposit or savings accounts.
