Are you considering HubSpot for your credit union but have questions about implementation, data integration, and member management?

Credit unions across the country are discovering HubSpot's potential to streamline operations and enhance member engagement—but making the transition requires careful planning and expertise.

Below we answer the nine most critical questions credit union leaders ask about HubSpot integration.

From managing household communications to connecting with core banking systems like Jack Henry Synapsys, we'll help you understand what's possible and what to expect. 

Q1: How does WebStrategies approach data integration for credit unions?

Answer: We begin by conducting a comprehensive portal and data audit, examining your existing systems, workflows, and data points to ensure they align with credit union best practices. For integrations, we leverage ETL (Extract Transform Load) tools like Skyvia for secure data syncing and use member IDs for unique identification, helping you manage your contacts efficiently. Our goal is to make your systems work together seamlessly without requiring major manual adjustments from your team.

Q2: Why should we consider upgrading our HubSpot subscription?

Answer:  Upgrading to HubSpot Enterprise can unlock features tailored to credit unions, such as using unique identifiers beyond email addresses. This feature allows you to manage household communications, ensuring each member receives relevant information even if they share an email address. During our onboarding, we’ll review whether an upgrade aligns with your engagement and reporting goals.

Q3: What does a HubSpot portal audit involve?

Answer:  Our portal audit is a deep dive into your HubSpot environment, evaluating your CRM structure, workflows, data accuracy, and usage patterns. We look for duplicate contacts, opportunities to streamline workflows, and missed tools or features that could add value. This audit helps us understand your specific needs, allowing us to optimize your HubSpot portal according to industry standards and best practices.

Q4: Can HubSpot integrate with other credit union systems like Jack Henry Synapsys?

Answer: Yes, we have experience integrating HubSpot with Jack Henry Synapsys and other similar systems. Although a full two-way sync can be complex, we often pull key data into HubSpot via secure FTP (SFTP) integrations or similar methods. This integration provides your team with a centralized view in HubSpot without requiring duplicative data entry across platforms.

Q5: How long does a full HubSpot implementation and data integration typically take?

Answer:  A typical implementation timeline includes four to six weeks for the portal audit and up to three months for full data integration, depending on complexity and feedback timing. The good news is that you don’t have to wait for full integration to start using HubSpot for lead tracking, member engagement, and more—we ensure parts of the system are usable as soon as possible.

Q6: How can we use HubSpot to track member engagement and automate responses?

Answer:  HubSpot’s automation capabilities let you set up workflows to track member interactions, like email clicks or product interest indicators, and trigger automated responses. For example, if a member clicks a loan inquiry link, an email notification can be sent to the relevant branch, and a follow-up email can be sent to the member, ensuring timely responses without manual effort.

Q7: What team would WebStrategies provide to support our credit union?

Answer: You’ll work with a dedicated client success manager experienced in both credit unions and HubSpot. Additionally, our team includes specialists in digital marketing, data integration, content, and advertising, so you get a well-rounded support structure. We’re committed to providing ongoing consulting, custom reporting, and regular portal audits to ensure your HubSpot environment remains aligned with your evolving goals.

Q8: How does WebStrategies optimize our HubSpot contacts and manage costs?

Answer:  We optimize your contacts by separating marketing contacts from unsubscribed or inactive ones, reducing unnecessary charges. Our audit helps identify duplicates or misformatted contacts to ensure you’re only paying for valuable marketing contacts. This streamlined approach reduces costs while maintaining a clean, actionable contact database.

Q9: Is there flexibility in our partnership with WebStrategies?

Answer:  Absolutely. We offer a no-contract policy with a 30-day cancellation option, so you’re never locked in. We’re focused on building a partnership that’s mutually beneficial, so if your needs change, you can adjust services or even exit the partnership if necessary.