Ready for Unlimited Possibilities?
Let's get the conversation started.
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: SmartOffice is a CRM for financial advisors and insurance. We build a two-way link, matching people by email on the HubSpot side and by contact ID on SmartOffice, syncing opportunities and policies, and translating SmartOffice 'offices' into a HubSpot structure that controls who sees what.
- 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
Keep SmartOffice contacts and policies in sync with HubSpot for a full advisor view.
SmartOffice contacts/policies ↔ HubSpotMarketing on Advisor Data
SmartOffice data flows into HubSpot.
SmartOffice data → HubSpot campaignsDivision Permissions
SmartOffice 'Offices' flows into HubSpot and on to access control.
SmartOffice 'Offices' → HubSpot Division → 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
-
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.
-
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.
-
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.