Our Hatch integration, built to connect intelliflo Office and HubSpot for financial advice firms, is now officially listed on the HubSpot App Marketplace.

Financial advice firms have long faced a familiar problem: the back-office system holds the client record, the CRM holds the relationship, and the two rarely agree. Advisers rekey the same details twice. Marketers work from contact lists that are already out of date. Compliance teams inherit fragmented records nobody fully trusts.

Hatch was built to close that gap. It is now available for any firm running both intelliflo Office and HubSpot to find directly in the marketplace.

What Hatch does

Hatch is a two-way integration between Intelliflo Office (IO) and HubSpot. It keeps client data synchronised between both systems automatically, so advice, marketing, and operations teams are always working from the same information.

Once connected, Hatch keeps contacts, companies, and plan data aligned in both directions. A change made in IO reflects in HubSpot, and a change made in HubSpot reflects in IO. Advisers are automatically mapped to HubSpot owners, so pipeline and relationship reporting reflect who is actually managing each client, without any manual reassignment.

The result is one accurate client record, maintained without anyone needing to keep it up to date by hand.

Who Hatch is for

Hatch is built specifically for financial advice firms running intelliflo Office alongside HubSpot. It is not a generic connector adapted to fit the sector. Every part of Hatch, from the fields it maps to the way it handles adviser ownership, reflects how advice firms actually work.

That makes it relevant for firms of any size already using both platforms, whether the immediate driver is cleaner segmentation, more accurate pipeline visibility, or simply removing the daily overhead of maintaining two versions of the same client record.

Getting started

Hatch is available now on the HubSpot App Marketplace. Firms running both Intelliflo Office and HubSpot can find the listing, review the setup steps, and get in touch with us for installation.