Many credit unions are exploring HubSpot to modernize their marketing, enhance member experiences, and unify siloed data. So naturally, there will be lot of questions, especially around integration, tracking, and security.
We’ve gathered the most frequently asked questions from real conversations with credit unions and our HubSpot implementation team.
1. Can you integrate HubSpot with our credit union’s core banking system (like Symitar or Fiserv)?
Yes, there are multiple ways. The most common and secure method involves generating daily data exports (CSV or JSON) from your core system and passing that data to HubSpot using middleware or ETL tools. This approach avoids directly accessing your core system or storing sensitive data, helping maintain compliance.
2. How do you ensure data security when integrating HubSpot with financial systems?
We never store your member data. Instead, we pass it through secure, encrypted channels (e.g. SFTP) into HubSpot. We also avoid sensitive fields like full account numbers. Instead, we would use anonymized IDs. HubSpot’s SOC 2 compliance and built-in security features (audit logs, timeout controls, etc.) also provide protection.
3. Can you automate new member onboarding with HubSpot workflows?
Absolutely. Once a new member is added to HubSpot (either through integration or manual import), they can be enrolled into onboarding workflows personalized by product, age, or service adoption. This creates tailored, automated experiences that feel personalized.
4. How do we track member acquisition from digital marketing in HubSpot?
HubSpot’s tracking pixel works like Google Analytics. It tracks visits, clicks, and behavior, and ties it all to CRM records. So, if a visitor becomes a member, you’ll know what ads, pages, or emails led them there. You can even build full-funnel attribution reports.
5. How do we measure ROI on our digital marketing efforts using HubSpot?
Because HubSpot connects campaign spend with member conversion data, you can track actual revenue outcomes like funded loans or opened accounts back to specific ad campaigns or emails. This lets you clearly show return on investment.
6. Can we track the success of email marketing campaigns?
Yes. HubSpot reports on open/click rates, but more importantly, it can show what happens after someone clicks, like opening a new account. If your core data is integrated, you can track email-attributed conversions.
7. Can we manage consent and communication preferences in HubSpot?
Yes. HubSpot has a built-in subscription management system where members can opt in or out of specific communications. For required communications, like payment reminders, you can use transactional email functionality that bypasses unsubscribe options (with proper permissions).
8. Can we integrate Google Tag Manager or Google Analytics with HubSpot?
You can install both on your site alongside the HubSpot tracking pixel. However, the tools don’t “integrate” in the traditional sense—they track independently. HubSpot offers solid first-party cookie tracking for multi-channel attribution.
9. Can we use HubSpot to improve member retention?
Yes. Member retention is driven by personalization and proactive support. HubSpot enables surveys (like NPS), account-based workflows, and timely alerts based on behaviors (e.g., someone drops their account balance or hasn’t logged in recently).
10. How do we set up reports to track key metrics like member growth?
You can create custom reports in HubSpot to track total members, account opens, loan funding, NPS trends, and more. Real-time dashboards give teams visibility and help marketing adjust campaigns quickly if growth targets are off track.
We hope you have found this helpful. If you have a question we haven’t answered, feel free to contact us, and we will get back to you.
In our next blog post, we’ll explore more advanced use cases. These include automating referrals, scoring leads, and personalizing content based on banking behavior.
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