HubSpot Diamond Solutions Partner

HubSpot & Mortgage Automator Integration: Connect Your CRM to Your LOS

Stop the data gap between marketing and funding. This integration syncs borrower data and loan statuses, giving your GTM teams a complete view from first click to funded deal.

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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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Give Your Underwriters the Full Marketing Context

Stop making your loan officers and underwriters dig through HubSpot for a borrower's marketing history. Our integration surfaces critical HubSpot data (like the original lead source) directly within Mortgage Automator, providing essential context for every application.

See Marketing Origins: Know exactly which HubSpot campaign, ad, or website page drove a new loan application.

Sync Communication Logs: Automatically push key HubSpot emails or notes to the borrower's record in Mortgage Automator so underwriters have the full communication history.

Streamline Broker Management: When a new broker partner is added in HubSpot, automatically create their corresponding profile in Mortgage Automator so they can begin submitting deals.

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 Loan Data into Your Best Marketing Tool

Your Loan Origination Software (LOS) is a goldmine of GTM data. This integration pipes that data back into HubSpot, closing the loop between marketing spend and funded loans.

Track True Marketing ROI: Automatically update a deal's status in HubSpot when the loan is funded in Mortgage Automator. You can finally prove which marketing channels are driving actual revenue, not just applications.

Automate Borrower Nurturing: Trigger HubSpot workflows based on loan status. Send automated reminders to borrowers with "Incomplete" applications or re-engage leads who were "Declined" with new offers.

Segment Your Audiences: Create smart lists in HubSpot based on loan type, funded status, or broker activity. Send targeted marketing to brokers who haven't submitted a deal in 90 days.

Give Sales Visibility: Let your GTM team see a contact's real-time loan status directly on the HubSpot contact record, ending the "what's the status of this loan?" questions.

Your Loan Origination Software (LOS) is a goldmine of GTM data. This integration pipes that data back into HubSpot, closing the loop between marketing spend and funded loans.

A Flexible Sync Built for Your Lending Process

Built for Your Business Process Standard connectors are rigid. They force you into a one-size-fits-all model that doesn't fit private lending. We build custom integrations that map to your unique underwriting and funding logic, ensuring data flows exactly where, when, and how you need it.

Built for Your Business Process

Standard connectors are rigid. They force you into a one-size-fits-all model that doesn't fit private lending. We build custom integrations that map to your unique underwriting and funding logic, ensuring data flows exactly where, when, and how you need it.

Bi-Directional & Uni-Directional Sync: We configure data to flow two-ways or one-way. Sync new HubSpot leads to Mortgage Automator, and sync loan status changes from MA back to HubSpot. You control the source of truth for every field.
Real-time & Scheduled Syncs: Trigger updates instantly when a loan is marked "Funded" to kick off a HubSpot workflow. Or, run scheduled, nightly syncs for large data cleanups, like updating all contact records with new portfolio data.
Custom Sync Logic & Triggers: Need to create a HubSpot task for the head of funding only when a loan over $1M is marked "Approved"? We build that custom logic so your process is automated, not broken.
High-Volume Data Handling: We build for scale. Our integrations are designed to handle your entire historical loan portfolio and high-volume daily applications without hitting API limits or failing.

Comprehensive Object & Field Mapping

We connect your entire quote-to-cash process, from HubSpot deals and contacts to the eBMS objects that run your business.

HubSpot

Mortgage Automator

Contacts
Companies
Deals
Owners
Custom Properties (e.g., Lead Source)
Engagements (Notes / Emails)

Borrowers
Brokers / Lenders
Loans / Applications
Loan Officers / Underwriters
Custom Fields
Notes / Logs

Contacts Borrowers
Companies Brokers / Lenders
Deals Loans / Applications
Owners Loan Officers / Underwriters
Custom Properties (e.g., Lead Source) Custom Fields
Engagements (Notes / Emails) Notes / Logs

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.'

Let's Map Your Integration

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

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Frequently Asked Questions

Zapier is great for simple, one-way triggers but fails with complex loan data. Our custom integration provides true bi-directional syncing, handles complex mappings (like loan statuses to deal stages), and includes robust error handling for financial data.

Yes. We map your loan statuses (e.g., Application, In Review, Funded, Declined) in Mortgage Automator to your deal stages in a HubSpot pipeline. This provides full visibility for your GTM team.

When a "Get a Quote" form is submitted on your website, we instantly create a new Contact in HubSpot and a corresponding Borrower record (and a new Application) in Mortgage Automator, eliminating data entry.

Absolutely. We can sync broker data (like their total funded loan volume) from Mortgage Automator to their Company record in HubSpot. You can then build lists to send targeted marketing to your top partners or re-engage inactive ones.

See What a Truly Automated Lending Pipeline Looks Like

Ready to connect your marketing engine to your loan origination platform? Schedule a free, no-obligation discovery call. We'll map out your current data flow and show you exactly how a custom integration can help you fund more loans, faster.

Start Automating Loan Workflows

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June 4, 2026