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SmartOffice + HubSpot Integration
SmartOffice (by Zinnia) is a CRM for financial advisors and insurance. Our integration connects contacts, opportunities, policies and offices with HubSpot, giving revenue teams a single, unified pipeline.Our Experience
Method: two-way integration; contacts matched on email (HubSpot) and Contact ID (SmartOffice); 'Offices' translated to a HubSpot Division for permissions.
Built: two-way Contacts; Opportunities ↔ Deals; Policies → Custom Objects; contact-type filtering (advisor/insurance data).
In plain terms: We've built a two-way SmartOffice–HubSpot link, matching people by email on the HubSpot side and by contact ID on SmartOffice so records stay in step without duplicates. Opportunities and policies sync across, and SmartOffice 'offices' translate into a HubSpot division structure that controls who sees what — so each advisor sees their own book, not the whole firm's.
- CRM
- Migration & sync
Planning a SmartOffice + HubSpot integration?
Tell us which SmartOffice 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 SmartOffice 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 | SmartOffice Object | Direction |
|---|---|---|
| Contacts | Contact | Two-way |
| Deals | Opportunity | Two-way |
| Custom Objects | Policy | External → HubSpot |
| Division | Office / permissions | External → HubSpot |
Use Cases
Advisor 360
Contacts and policies stay in sync between SmartOffice and HubSpot both ways, so advisors get one complete view of each client and their coverage.
SmartOffice Contacts & Policies ↔ HubSpotMarketing on Advisor Data
With clients and policy data in HubSpot, advisors can run targeted campaigns — renewals, reviews, cross-sell — instead of one-size-fits-all outreach.
SmartOffice Data → HubSpot CampaignsDivision Permissions
SmartOffice 'offices' map to HubSpot divisions, so each advisor or team sees only their own book rather than the whole firm's data.
SmartOffice Offices → HubSpot Divisions → Access ControlFeatures
- Two-way contact sync (email ↔ Contact ID)
- Opportunity sync
- Policy data
- Office → Division mapping
- Contact-type filtering
- Wealth/insurance fields
Frequently Asked Questions
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How does the SmartOffice by Zinnia HubSpot integration work?
SmartOffice (by Zinnia) is a CRM for financial advisors/insurance. We build a two-way integration with HubSpot — contacts matched on email (HubSpot) and Contact ID (SmartOffice), with opportunities and policy data mapped and SmartOffice 'Offices' translated to a HubSpot Division for permissions.
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What data can I sync between SmartOffice by Zinnia and HubSpot?
Contacts ↔ Contacts (two-way), Opportunities ↔ Deals, and Policies → Custom Objects, with contact-type filtering.
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Can the integration be customized to our SmartOffice by Zinnia setup?
Yes. Which contact types sync, field/module mapping and division logic are scoped to your SmartOffice setup.