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Majesco + HubSpot Integration
Majesco is insurance policy-administration software. Our integration connects producers, policy insureds, producer contacts and policies with HubSpot, so records and activity flow into the CRM.Our Experience
Method: custom build on Karana (iPaaS) for insurance policy administration; policies pulled via Majesco's reporting API.
Built: Producers/Agencies → Companies (create-only push where scoped); Policy Insureds & Producer contacts → Contacts; Policies/Transactions → Custom Objects.
In plain terms: Majesco is insurance policy-administration software. We build a custom link on our middleware so producers and agencies become companies, policyholders and producer contacts become contacts, and policies and transactions are pulled in as custom objects for reporting and renewals.
- Vertical
- Custom integration
Planning a Majesco + HubSpot integration?
Tell us which Majesco systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Majesco systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Majesco Object | Direction |
|---|---|---|
| Companies | Producer / Agency | External → HubSpot |
| Contacts | Policy Insured | External → HubSpot |
| Contacts | Producer contact | External → HubSpot |
| Custom Objects | Policy / Transaction | External → HubSpot |
Use Cases
Policy Visibility
Majesco policies/transactions flows into HubSpot.
Majesco policies/transactions → HubSpot for reportingProducer & Insured Records
Sync Majesco producers and insureds with HubSpot companies and contacts.
Majesco data ↔ HubSpot companies/contactsPolicy Reporting
Majesco policies/transactions flows into HubSpot and on to renewals.
Majesco policies/transactions → HubSpot Custom Objects → renewalsFeatures
- Producer/agency sync
- Policy-insured contacts
- Policy & transaction data
- Reporting-API pull
- Insurance-specific mapping
- Built on Karana iPaaS
Frequently Asked Questions
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How does the Majesco HubSpot integration work?
Majesco is insurance policy-administration software. We build a custom integration on Karana (UTS iPaaS): producers/agencies map to HubSpot companies, policy insureds and producer contacts to HubSpot contacts, and policies/transactions pull in via Majesco's reporting API as custom objects.
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What data can I sync between Majesco and HubSpot?
Producers/agencies ↔ Companies, policy insureds & producers → Contacts, and policies/transactions → Custom Objects.
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Can the integration be customized to our Majesco setup?
Yes. Which extracts, field mappings and sync direction (e.g. create-only producer push) are scoped to your Majesco setup.