HubSpot Diamond Solutions Partner
HubSpot + Redtail CRM Integration: Your Advisor Tech Stack, Unified
Stop manual data entry. Connect Redtail’s client data to HubSpot to automate marketing, see the full client journey, and empower advisor conversations. Your standard connector doesn't understand financial services. Our custom HubSpot-Redtail integration is built for RIAs and financial advisors, bridging the gap between your client management hub and your marketing engine.
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Empower Advisors with Marketing & Sales Data
Give your advisors the context they need before they pick up the phone. By syncing key HubSpot data to Redtail, your team gets a 360-degree view of every client and prospect interaction.
See a prospect's marketing engagement (like webinar attendance or form submissions) in their Redtail contact record.
Automatically create new, qualified leads in Redtail from HubSpot, with all marketing source data intact.
Arm advisors with notes from the sales process, allowing for a seamless handoff from marketing to client service.
Trigger follow-up tasks in Redtail the moment a high-value prospect takes action on your website.
Give your advisors the context they need before they pick up the phone. By syncing key HubSpot data to Redtail, your team gets a 360-degree view of every client and prospect interaction.
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.
Turn Your Redtail Data into a Marketing Machine
Your Redtail CRM is the source of truth for your client relationships. Our integration unlocks that data, feeding it into HubSpot to build automated, personalized marketing campaigns that drive retention and new AUM.
Sync client status, AUM, account types, and "Know Your Client" (KYC) data from Redtail to HubSpot.
Build powerful, segmented lists in HubSpot based on Redtail data (e.g., "Clients with > $1M AUM," "Clients approaching retirement").
Automate marketing workflows for client reviews, tax season reminders, or RMDs based on Redtail dates and statuses.
Create a complete view of the client lifecycle, from their first click as a prospect in HubSpot to their full household relationship in Redtail.
Your Redtail CRM is the source of truth for your client relationships. Our integration unlocks that data, feeding it into HubSpot to build automated, personalized marketing campaigns that drive retention and new AUM.
A Flexible, Secure Sync for Financial Advisors
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Basic connectors can't handle client households or compliance rules. We build the sync around your firm's specific workflows, ensuring data is accurate, secure, and always in the right place.
- Bi-Directional & Uni-Directional Sync: Keep contact details (phone, email) aligned in both systems, while using a secure, one-way sync for sensitive financial data from Redtail to HubSpot.
- Real-time & Scheduled Syncs: Instantly create a new Redtail contact when a HubSpot lead is qualified, or run a nightly sync of all AUM data for your marketing dashboards.
- Custom Sync Logic & Triggers: Create rules that fit your firm. Map complex "Householding" logic, or trigger a task only when a "Client" status is updated.
- High-Volume Data Handling: We securely manage large client books and complex household relationships, ensuring your sync is reliable and fast.
Comprehensive Object and Field Mapping
We map the data that matters, connecting your marketing pipeline directly to your client relationship hub.
HubSpot
Redtail CRM
- Contacts
- Companies
- Deals
- Activities
- Custom Objects
- Custom Fields
- Contacts
- Households
- Opportunities
- Notes / Tasks
- Accounts / Policies
- AUM, Client Status, KYC Fields
- Contacts Contacts
- Companies Households
- Deals Opportunities
- Activities Notes / Tasks
- Custom Objects Accounts / Policies
- Custom Fields AUM, Client Status, KYC Fields
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
We use custom logic to map your Redtail householding rules to HubSpot, typically by associating multiple contacts with a single "Household" company record.
Yes. We map key financial data from Redtail (like AUM or account types) to custom properties in HubSpot, making it usable for segmentation and workflows.
Our integration is a robust, bi-directional sync that handles high-volume data, custom objects (like households), and the complex error-handling required for financial services.
Absolutely. We can use "Annual Review Date" from Redtail to trigger an automated email sequence or task list in HubSpot, starting the process for you.
Yes. We build the sync logic around your firm's specific compliance and security rules, including secure data transfer and one-way syncs for sensitive information.
See Your Integrated Advisor Tech in Action
Stop wasting time managing data in two different systems. Schedule a discovery call to see how a unified HubSpot and Redtail platform can help you scale your firm, automate your marketing, and deliver world-class client service.
Schedule Your Integration Discovery Call