Formerly WebStrategies Inc
Brandon Frey
9 Jul 2025
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Over time, portals become cluttered with outdated contact records, duplicated properties, and inconsistent information structures.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.
HubSpot is powerful, but it’s also flexible. That flexibility means portals can be used in many different ways, especially by teams that inherited an existing setup. Here are a few reasons why things often get messy:
When your data is scattered or inaccurately structured, it creates real challenges:
At WebStrategies, we’ve helped many credit unions transition to a cleaner, more structured setup using a standard data model. Here’s what that typically includes:
This structure reflects how credit unions actually operate and gives marketers the power to:
If your portal is already full of legacy data, transitioning to this model can feel overwhelming. But with the right process, it can be manageable and well worth the effort:
Final Thoughts
You can’t build great marketing on a broken foundation. Cleaning up your HubSpot data model unlocks the full potential of the platform: precise targeting, meaningful personalization, and reporting that drives confident decisions.
If you’re a credit union marketer struggling to make sense of your data or frustrated with workflow limitations, it might be time to rethink your setup.
We’ve helped credit unions of all sizes make this transition—and we can help you, too.
If your credit union is using or considering HubSpot, don’t just assume that "simple" workflows will be simple. Ensure that your automation logic accurately reflects your data reality.
And if you’re not sure where to start, we’re here to help. Reach out here
Let's build something measurable together.