Connect Intelliflo and HubSpot
Use the powerful marketing and client engagement capabilities of HubSpot and keep client information accurate in IO. No need to rekey data.
Real-time data sync for financial advisers
Hatch connects Intelliflo Office (IO) and HubSpot with real-time, two-way client data synchronisation. Your advice, operations and marketing teams stay aligned on the same client record without spreadsheets, exports or duplicate data entry.
Real-time two-way sync keeps HubSpot and IO records consistent
Reduce manual admin and the risk that comes with duplicated updates
Cleaner data improves segmentation, reporting and communication governance
Key features
Two-way data flow
Hatch maintains consistency across both platforms through real-time synchronisation.
When details change in one system, the other stays aligned, reducing gaps between marketing activity and back-office client records.
HubSpot owner mapping
Advisers can be matched to HubSpot owners automatically using email alignment.
If your setup needs it, manual pairing is supported, so ownership and accountability stay clear in HubSpot.
Intelligent matching
Contacts are matched based on email address, linking to existing records or creating new ones where appropriate.
That helps keep HubSpot clean and reduces the risk of duplicates and fragmented client history.
Compliance & operational confidence
Hatch supports firms operating under regulatory scrutiny by improving accuracy of communication records, creating cleaner data for reporting, and reducing risk introduced by manual processes.
How it works
Step 1:
Enable Hatch for your IO tenant
Hatch needs to be added to internal systems to be installed correctly, so we start by enabling it for your Intelliflo Office tenant.
Step 2:
Install the HubSpot app connection
You’ll follow a guided install process for the HubSpot app to connect HubSpot and IO securely and correctly.
Step 3:
Configure sync rules and mapping
We help you configure settings in HubSpot so synchronisation and mapping reflect how your firm works; including matching logic and owner alignment.
Step 4:
Go live and monitor
Once live, Hatch keeps records up to date automatically. We’ll confirm key records are syncing as expected and that your teams understand how to work with the joined-up data.
Case study
Financial Services
Smart Financial
Smart Financial, a leading financial planning firm based in the UK, encountered significant digital challenges affecting their business efficiency. They grappled with the complexities of assessing marketing return on investment (ROI), tracking lead sources and delivering compelling, personalised, client communication.
These challenges prompted a collaboration with us, to introduce and implement the Hatch platform into their business, seamlessly integrating with HubSpot (a global leader in the CRM software space) to address their challenges.
Challenge
The firm struggled to obtain accurate, real-time information that provided insights into marketing ROI, lead sources and conversion rates. This lack of data-driven decision-making hampered their ability to plan and focus on the right activities to improve growth.
Inefficient tools for communicating with prospects and clients were a bottleneck, resulting in missed opportunities and a suboptimal client experience.
Solution
With a deep understanding of financial planning firms and their requirements to stay competitive and efficient, we supported Smart Financial in embracing digital transformation through harnessing the power of the Hatch platform and HubSpot to revamp their approach, streamline new business operations and enhance their digital strategies.
Impact
Smart Financial's journey towards digital excellence unfolded with remarkable results.
Within just six months, the financial planning firm experienced a 40% increase in marketing ROI and a substantial 30% uplift in conversion rates, owing to the newfound clarity in their key metrics.
Hatch is making a massive difference...
The ability to design and plan our marketing and engagement. It's intuitive in a way that no other system is and is allowing us to access some of the opportunities that Al is creating.
Being able to use a system which is designed to help you attract and manage your prospect and pipeline rather than try to use part of another system that has been crowbarred in making a huge difference to our budgeting and planning. We are only scratching the surface of what will be possible with Hatch.
Steve Martin
Managing Director at Smart Financial
Questions about Hatch, setup and sync?
Want more detail on what syncs, typical implementation steps, and how to prepare your HubSpot and IO setup? Our FAQ page covers the most common questions.
Want to learn more?
Book a meeting today or please leave a message and we will be in touch.