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V-Pro + HubSpot Integration
V-Pro is a custom/legacy in-house system (used e.g. Our integration connects customers, quotes, policies and coverages with HubSpot, giving sales, finance and operations a single source of truth.Our Experience
Method: custom build on Karana with an SFTP add-on for a legacy in-house (insurance) system.
Built: Customers/Insureds → Contacts; Quotes → open Deals; Policies → Deals (Closed Won); coverage/limits → Line Items; agent-code mapping.
In plain terms: We've built the V-Pro link on our middleware with a secure file feed (SFTP), so quotes become open deals, policies become closed-won deals, and coverage details become line items — with agent codes mapped to the right owner. Because V-Pro is a bespoke in-house system with no standard API, we extract its data cleanly over file transfer, bringing a legacy insurance system into HubSpot for pipeline visibility and reporting.
- ERP
- Two-way sync
Planning a V-Pro + HubSpot integration?
Tell us which V-Pro 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 V-Pro 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 | V-Pro Object | Direction |
|---|---|---|
| Contacts | Customer / Insured | External → HubSpot |
| Deals | Quote | External → HubSpot |
| Deals | Policy | External → HubSpot |
| Line Items | Coverage / Limits | External → HubSpot |
Use Cases
Quote-to-Policy Visibility
V-Pro quotes come in as open deals and policies as closed-won deals, so the full insurance pipeline — from quote to bound policy — lives in HubSpot.
V-Pro Quotes → Open Deals · Policies → Closed WonCoverage as Line Items
Coverage details map to deal line items, so each policy carries what's actually covered — useful for reporting, renewals and cross-sell.
V-Pro Coverage → HubSpot Line ItemsAgent & Customer Records
Customers come across with agent codes mapped to the right HubSpot owner, so producers see their own book and attribution stays accurate.
V-Pro Customers & Agent Codes → HubSpot (Owner Mapping)Features
- Customer/insured sync
- Quote → open Deal
- Policy → Closed Won
- Coverage/limits → Line Items
- Agent-code mapping
- Built on Karana + SFTP
Frequently Asked Questions
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How does the V-Pro HubSpot integration work?
V-Pro is a custom/legacy in-house system (e.g. for insurance). We build a Karana-based integration (with an SFTP add-on) that ingests V-Pro data into HubSpot — quotes become open deals, policies mark deals Closed Won, and coverage/limits map to line items, with agent-code handling.
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What data can I sync between V-Pro and HubSpot?
Customers/insureds → Contacts, quotes → Deals (open), policies → Deals (Closed Won), coverage/limits → Line Items.
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Can the integration be customized to our V-Pro setup?
Yes. Because V-Pro is custom, we scope the extract (SFTP/CSV or API), field mapping and quote/policy logic to your system.