Tech Stack
Information
Introducing a way to automatically sync your HubSpot with your MeridianLink LOS.
No more manual exports. No more uploading CSV files. No more out-of-sync systems. Sync your systems with a one-time investment and setup fee. Requirements: HubSpot and the newest version of MeridianLink
Connecting MeridianLink with Hubspot will finally allow credit union marketers to:
- Unleash the full power of HubSpot using up-to-date LOS information, including application submitted, approved, rejected, and funded
- Connect digital marketing campaigns directly to funded loan data
- Visualize loan applications in the HubSpot deal pipeline, complete with loan value and application status
- Trigger automated emails and notifications based on application status
Contact Us to Learn More
How it Works
See the Intergration In Action
1 Deal Pipeline in your Marketing
2 Connect Level Tracking
3 Applications and Funded Loan Amounts by Channel
What if I don't have Hubspot and/or MeridianLink?
We are actively working to expand functionality to additional LOS and marketing automation platforms. Fill out the contact form to let us know you're interested and we'll be in touch when your systems are compatible.
Ready for marketing that actually delivers?
Let's build something measurable together.
Talk to the Team