After covering the most frequently asked questions in Part 1, this post dives into deeper use cases and often overlooked capabilities in HubSpot that credit unions can take advantage of.

1. Can we use HubSpot to personalize communications based on banking behavior?

Yes. You can build personalized workflows and content if you’re feeding in data like product ownership, direct deposit status, or application activity. For example, if someone applied for a loan and was denied, you could send them content about other options like a home equity line of credit.

2. Can HubSpot help us track and grow our referral program?

Absolutely. HubSpot forms can capture referrer and referee information, and workflows can track if the referred person becomes a member. All of this can be reported on to show true referral performance.

3. Can we automate lead scoring for loan applicants?

You can, with the right data. If your LOS (like MeridianLink) shares info like income, loan type, or credit tier, HubSpot’s lead scoring tool can assign scores to prioritize applicants for follow-up or automation.

4. How does HubSpot help manage the member lifecycle?

You can define custom lifecycle stages, such as lead, applicant, member, or promoternand move contacts through these stages automatically based on data updates. It’s a great way to segment outreach and tailor campaigns to each stage.

5. What’s the best way to track multi-channel campaign attribution in HubSpot?

HubSpot uses website tracking and campaign tools to show how contacts engaged across paid, organic, email, and social channels before converting. Attribution reports help distribute credit across multiple touchpoints, giving a fuller picture of campaign performance.

6. Can HubSpot help us monitor member satisfaction?

HubSpot Service Hub lets you send NPS and customer satisfaction surveys at key moments (post-onboarding, after a loan, etc.). You can trigger workflows based on scores to close the loop with unhappy members or activate happy members for referrals.

7. Can HubSpot support different departments beyond marketing?

When integrated with your core systems, it becomes a centralized platform for marketing, member services, and even lending teams. Everyone sees the same data, and each team can build custom views or dashboards.

8. What about content engagement? Can we respond directly to members?

HubSpot integrates with social media so you can post, monitor, and reply to comments directly in the platform. You can also trigger automations when members engage with content, for example, visiting a product page but not applying.

Want to see these examples in action? Contact us for a demo of the HubSpot portal. 

If you’re a HubSpot rep supporting credit unions, we’re happy to help you with more information and case examples just get in touch.