To configure your intelligent office ↔ hubspot integration we’ll ask for:

- Your full list of service status values, with any that should be excluded from hubspot clearly flagged

- Your list of campaign type values

- The service status trigger that should push a contact from hubspot into intelligent office

We’ll also map the communication types you want in your hubspot preference centre and link any that should control the can contact for marketing purposes field in intelligent office.

Yes, one installation covers every business unit in the same hubspot portal. 

This step-by-step video walks you through the install in under a minute.

See this page for the two way synced values.

All fields listed in our two-way sync table move both ways automatically. Individual properties can’t be toggled on or off.

Yes. Contacts are included when their service status matches the values you specify.

Updates flow automatically, most changes appear in seconds, though very large datasets may see brief delays due to Intelligent Office api limits. You can also run a manual sync from the hubspot integrations UI, the request is queued via the Hatch api.

We import your chosen Intelligent Office contacts into HubSpot during onboarding. From then on, any change in either system updates the other automatically. If you add contacts only in Intelligent office, run the import button in hubspot to bring them across.

Around 15,000 records per day currently. 

Yes, importing extra csv fields adds depth to each contact record in HubSpot.

All data processed by Hatch stays within the UK.

On first import, any contact with 'Cancontact' for marketing purposes = No in Intelligent Office is opted out of matching communication types in HubSpot. Future opt-ins or opt-outs in HubSpot update the same field in Intelligent Office, including the related-products-only state when only some marketing types are declined.

Existing relationships in Intelligent Office create matching contact associations in HubSpot (requires HubSpot Professional or above). When a synced contact is pushed back to Intelligent Office, Hatch checks for linked contacts and sets the relationship type Other if needed.

Provide all values unless you’re certain no inactive value appears on any contact you plan to sync. This applies to service statuses, campaign types, and organisational campaign values.

Keep campaign source and campaign type values aligned between systems, notify us if you add new service statuses you’d like synced, and ensure email addresses in Intelligent Office are valid, invalid emails won’t sync into HubSpot.

Hatch stores only the Intelligent Office ID and HubSpot ID (plus encrypted adviser names for default-adviser selection). Neither ID is personally identifiable without direct access to HubSpot or Intelligent Office.

HubSpot uses the email address as a unique identifier to keep your CRM free from duplicate contacts and ensure data stays accurate.

When Hatch imports new clients from Intelliflo, the importer will bring in the first matching record. Any additional clients with the same email are automatically flagged rather than created, helping maintain data quality and preventing confusion in your contact database.
If you’d like to review any records that didn’t import, just reach out to support after the import completes and we’ll help you identify them.

 When a plan is added in Intelliflo Office against a synced contact, including provider, product type and device type, it's automatically created in HubSpot as a Hatch Plan object and associated with the relevant contact and deal where possible. Key plan data pulls through from Intelliflo Office.

 Yes. You can build lists based on specific plan types or providers, and trigger targeted communications such as renewal journeys, giving you a more connected client view across marketing and advice.
 

Yes. You'll see an option on the deal to create an opportunity in Intelliflo Office, helping your team surface opportunities more easily and keep deal activity connected.
 

It surfaces real fee data rather than the value quoted at closed won, so you can see fee revenue sitting alongside deal and source data and build reporting on real fees paid. Where your HubSpot setup supports it, this becomes a foundation for deeper ROI and attribution reporting.