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How do you track member acquisition from digital marketing efforts in HubSpot?
As HubSpot is a CRM tool, you can integrate all of your member and account data into HubSpot.
So, anytime a new membership is created in your core banking system, it also gets created in HubSpot. This is also the case with accounts.
Brandon Frey
Aug 2, 2025
Fix Your HubSpot Data, Fix Your Marketing
For credit unions using HubSpot, the path to personalized marketing and automated efficiency often begins with one major roadblock: messy data.
Over time, portals become cluttered with outdated contact records, duplicated properties, and inconsistent information structures. Before you can create smart campaigns, you need clean, structured data that reflects how your members actually engage with your credit union.
In this post, we’ll break down how credit unions can transition from a complex HubSpot setup to a streamlined data model that powers smarter marketing and enhanced member experiences.
Brandon Frey
Jul 9, 2025
Why One Member Is Getting Three Birthday Emails, and How to Fix It
"How hard can it be to send a happy birthday email?"
That’s what most marketers might think. However, in the world of credit union marketing, where legacy systems, complex member relationships, and intricate data structures prevail, even the simplest automations can become unexpected challenges.
In this blog post, we’ll walk you through a real-world example of how something as seemingly innocuous as a birthday email exposed hidden data issues, and how we solved them.
Brandon Frey
Jun 31, 2025
How Credit Unions Can Use Email Automation to Drive Growth and Loyalty
Email automation can be one of the most powerful tools in a Credit Union marketer’s toolkit. When used strategically, it not only improves engagement, but also enhances the member experience, drives conversions, and strengthens relationships over time.
To help you visualize what’s possible, we’ve broken down automation ideas into three key stages of the member journey: Lead Generation, Member Experience, and Promoter Engagement. These examples are based on real workflows we’ve implemented using HubSpot for Credit Unions.
Each section below includes a quick explanation and a table of workflow ideas you can adapt for your credit union.
Brandon Frey
Mar 32, 2025
How to Use HubSpot to Improve Member Retention Rates at your Credit Union
Member retention is a big challenge for credit unions. The key to success is making personalized and proactive experiences for members. HubSpot offers strong tools so Credit unions can use data, automation, and member engagement to boost retention. Here’s how.
Brandon Frey
Mar 25, 2025
Ensuring Data Security When Integrating Financial Platforms with HubSpot
Integrating a strong CRM like HubSpot with a credit union's financial systems can boost marketing efforts. However, how can data security be ensured, especially in a highly regulated environment?
Below, we explore how credit unions can confidently integrate HubSpot while maintaining stringent data protection standards.
Brandon Frey
Jan 21, 2025
How do you measure ROI on Digital Marketing for Credit Unions using HubSpot?
Measuring ROI for credit unions can be challenging due to the various systems and platforms that often operate in silos and do not communicate with each other.
If you're facing this issue, the following information will help you understand how HubSpot can simplify the process.
Additionally, if your credit union is already using HubSpot but you feel that the reporting setup is inadequate, this will provide insights into what you should be able to track and analyze.
Brandon Frey
Dec 11, 2024
Can you integrate HubSpot with a credit union's existing core banking system?
The answer is yes; there are several ways to integrate core banking systems with HubSpot.
Read more to see just how step by step below.
Brandon Frey
Nov 12, 2024
How much do credit unions spend on social media?
As social media platforms grow in usership, they have become a crucial part of inbound marketing. As of April 2018, Facebook has reported over 2 billion monthly active users in the world. In the United States alone, over 200 million people have a Facebook account. Almost 70% of Americans say that they use Facebook on their desktop or phone.
Brandon Frey
Aug 31, 2018
Let's build something measurable together.