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SurePoint + HubSpot Integration
SurePoint is a practice and financial management platform for law firms, covering clients, matters, time, billing and accounting. Our integration keeps client companies and contacts aligned between SurePoint and HubSpot, so business development and marketing work from the same client data the firm uses for practice management.Method: custom build on Karana (iPaaS); daily two-way sync for client companies and contacts, plus a one-way flow of matters and invoices from SurePoint; SurePoint remains the system of record and HubSpot updates it only for agreed use cases.
Scope: client companies and contacts kept aligned in both directions; matters, invoices and their status brought into HubSpot as related records, with practice groups as a separate related object; historical matter and invoice data loaded to support client lifetime value and campaign attribution.
In plain terms: SurePoint is where a law firm manages clients, matters and billing. We connect it to HubSpot so client and contact records stay the same in both systems, and matters and invoices appear next to each client, which lets marketing target by practice group, see the lifetime value of each client and measure which campaigns lead to new matters.
- Legal
- Two-way sync
Planning a SurePoint + HubSpot integration?
Tell us how your firm manages clients and contacts in SurePoint. We'll recommend the right sync direction, field ownership and mapping approach.
Book a Call
Tell us how your firm manages clients and contacts in SurePoint. We'll recommend the right sync direction, field ownership and mapping approach.
Book a Call
Data Sync Objects
| HubSpot Object | SurePoint Object | Direction |
|---|---|---|
| Companies | Client | Two-way |
| Contacts | Client contact | Two-way |
| Matters (custom object or deals) | Matter and matter status | External → HubSpot |
| Invoices (custom object) | Invoice and invoice status | External → HubSpot |
| Practice Groups (custom object) | Practice group | External → HubSpot |
Use Cases
One Client List for the Whole Firm
Client companies and contacts stay aligned between SurePoint and HubSpot, so practice management and marketing work from the same records.
SurePoint ↔ HubSpotTargeting by Practice Group
Matters and practice groups in HubSpot let marketing build lists for cross-selling, such as sending employment law updates to construction clients.
SurePoint Matters → HubSpot Practice Groups → ListsClient Value and Campaign Attribution
Matter and invoice history shows the lifetime value of each client, and new matters can be traced back to the campaigns that preceded them.
SurePoint Matters + Invoices → HubSpot ReportsFeatures
- Two-way company sync
- Two-way contact sync
- Daily change detection
- Field ownership defined per field
- Custom build on Karana
- Mapping document agreed with the firm
Frequently Asked Questions
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How does the SurePoint HubSpot integration work?
SurePoint is a practice and financial management platform for law firms. We build a custom two-way integration on Karana, our integration platform, that detects new and changed client companies and contacts every day and applies those changes to the other system. The firm keeps running practice management in SurePoint, while marketing and business development work in HubSpot with the same client data.
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What data can I sync between SurePoint and HubSpot?
A typical setup synchronizes client companies and their contacts in both directions, including names, addresses, contact details and relationship fields. The exact fields and the rules for matching records are confirmed in a field mapping document with the firm before the build.
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Which system is the source of truth?
This is decided field by field. Client and billing details are usually owned by SurePoint, while marketing preferences and relationship information are usually owned by HubSpot. Defining the owner of each field prevents the two systems from overwriting each other and makes it clear where a change should be made.
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How often is the data updated?
Changes are detected and synchronized daily, which suits client and contact data that does not need to be updated by the minute. The schedule can be adjusted if the firm needs changes to appear more often.
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Can the integration be customized to our SurePoint setup?
Yes. Which client types and contacts sync, which fields each system owns, how duplicates are handled and how often the sync runs are all scoped to your firm's process. We document the design, test it before go-live, and maintain the integration on Karana after launch.