Signals from the Field

HubSpot announced nearly 100 new product updates at INBOUND 2025. That’s exciting, but it can also feel overwhelming, especially if you’re leading marketing, sales, or member engagement at a credit union or customer engagement at your community bank.

Measuring the success of a digital ad campaign depends on several factors, including the purpose of the campaign, who you’re trying to reach, and the outcomes you want to influence. But one thing it should not be measured by is whether or not you, personally, are seeing the ads.

Are you considering HubSpot for your credit union but have questions about implementation, data integration, and member management?

Credit unions across the country are discovering HubSpot's potential to streamline operations and enhance member engagement—but making the transition requires careful planning and expertise.

Below we answer the nine most critical questions credit union leaders ask about HubSpot integration.

From managing household communications to connecting with core banking systems like Jack Henry Synapsys, we'll help you understand what's possible and what to expect. 

One of the biggest concerns we hear from Credit Union Marketing teams considering HubSpot is:

💭 “Can HubSpot integrate with our core banking or loan origination system?”

It’s a valid concern. Credit unions rely on core banking systems (CORE), loan origination systems (LOS), and other financial platforms. These are critical to operations. But, they are not always designed for seamless integration with external marketing tools.

The good news? Yes, you can integrate your data into HubSpot. And in this article, we’ll break down how it works, why we recommend our approach, and which systems can connect with HubSpot.

When credit unions onboard HubSpot to take advantage of the benefits that the CRM provides, it can be daunting to know where to start in creating workflows and how they are built. We’ve onboarded HubSpot for dozens of credit unions and found there are some that benefit practically every one.

In today's rapidly evolving digital landscape, credit unions are seeking efficient and user-friendly solutions to meet the needs of their members. While HubSpot has established itself as a platform that delivers these essential qualities, convincing board members of its worth can be a challenging endeavor.

Following the news about the Silicon Valley Bank shutdown on Friday, March 10, and Signature Bank on March 12, U.S. banking consumers expressed fear that their money could be at risk. Credit unions addressed member concerns in a variety of ways; in branches, call centers, and digitally.

HubSpot is a CRM with powerful marketing automation features that can be used with its own Sales Hub or integrated with another CRM. Salesforce is a popular CRM with manufacturers but when it comes to marketing automation to nurture the leads, HubSpot is the leading platform for usability and functionality - in any industry. It integrates easily with Salesforce and Microsoft Dynamics and keeps data in a centralized location rather than maintaining data in two separate systems. HubSpot also integrates with ERP systems such as Odoo and Commercient giving one source of truth for data records.