--- title: HubSpot to Applied Epic Integration | Learners.ai description: Connect HubSpot with Applied Epic to eliminate double entry, surface renewals and claims, and give teams a single source of truth. --- [![logo-svg](https://www.learners.ai/hubfs/logo-svg.svg "logo-svg")](https://www.learners.ai/) [![logo-svg](https://www.learners.ai/hubfs/logo-svg.svg "logo-svg")](https://www.learners.ai/) Custom Integrations # HubSpot to Applied Epic Integration Unify CRM and policy data, eliminate double entry, and give your teams a single source of truth for sales, service, and renewals. [![Book a 30-Minute Working Session](https://no-cache.hubspot.com/cta/default/7411869/3b554e7a-f6d0-4716-8e88-49a3f1918b75.png)](https://cta-redirect.hubspot.com/cta/redirect/7411869/3b554e7a-f6d0-4716-8e88-49a3f1918b75) ![HubSpot to Applied Epic integration sync showing renewals and claims context in CRM.](https://www.learners.ai/hs-fs/hubfs/Integration%202.png?width=444&height=469&name=Integration%202.png "HubSpot to Applied Epic integration sync showing renewals and claims context in CRM.") ## Seamless HubSpot ↔ Applied Epic Sync Eliminate duplicate entry and unify CRM with AMS. Closed-won deals, client updates, and policy changes flow into Epic automatically, while renewals and claims context surface back in HubSpot—giving every team a single record of truth. - Bi-Directional Data Sync - Lifecycle Visibility - Single Source of Truth - Security & Governance ### Automate policy and client updates between systems HubSpot and Epic stay aligned as records are created and updated. When a deal closes in HubSpot, Epic instantly reflects the client and policy. When addresses or policy terms change in Epic, HubSpot mirrors the update without delay. This eliminates swivel-chair work, reduces errors, and keeps front- and back-office teams in sync. ### Renewals and claims at your team’s fingertips Bring renewal timelines and claim updates into HubSpot so producers and service teams act before clients ever need to ask. Marketing, sales, and service finally share the same client context, improving collaboration and responsiveness. ### Consistent data across CRM and AMS Contacts, Companies, Policies, and Producers stay aligned across systems. With fewer duplicates and manual fixes, adoption rises and reports reflect reality—supporting better decision-making at every level. ### Integration built for compliance and scale Applied Epic data is handled with strict governance: encrypted credentials, least-privilege access, and audit logs on every sync. Integration health is actively monitored so issues are caught and resolved quickly, without compromising compliance. ## HubSpot to Applied Epic integration ![HubSpot Logo](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/HSLogo_color.svg) ![Contacts](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-2.svg) #### Contacts ![Companies](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-2.svg) #### Companies ![Deals](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-1.svg) #### Deals ![Tickets](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-2.svg) #### Tickets ![Activities ](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-1.svg) #### Activities ![Marketing Campaigns ](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-1.svg) #### Marketing Campaigns ![Custom Objects ](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-1.svg) #### Custom Objects ![Applied Epic Logo](https://www.learners.ai/hs-fs/hubfs/applied-systems-vector-logo-removebg-preview.png?width=670&height=372&name=applied-systems-vector-logo-removebg-preview.png) ![Clients](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-3.svg) #### Clients ![Policies](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-4.svg) #### Policies ![Renewals ](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-3.svg) #### Renewals ![Claims ](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-3.svg) #### Claims ![Producers / Agents](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-3.svg) #### Producers / Agents ![Policy Coverages ](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-3.svg) #### Policy Coverages ![Commissions ](https://www.learners.ai/hubfs/Learners_2024/Images/Integration/icon-3.svg) #### Commissions Applied Epic ↔ HubSpot integration keeps clients, policies, renewals, and claims synchronized in real time—so sales, service, and operations always see the same data. ## Integration Solutions CRM data migration might seem straightforward, but is it just about moving data from one system to another? At Learners.ai, we delve deeper into the essence of data migration, ensuring the integrity and continuity of your invaluable business information. ![Group 35498](https://www.learners.ai/hs-fs/hubfs/Group%2035498.png?width=388&height=181&name=Group%2035498.png) ![Group 35499 (1)](https://www.learners.ai/hs-fs/hubfs/Group%2035499%20(1).png?width=388&height=181&name=Group%2035499%20(1).png) ![Group 35500](https://www.learners.ai/hs-fs/hubfs/Group%2035500.png?width=388&height=181&name=Group%2035500.png) ## Book a discovery call Real-World Success with Learners.ai Discover how we've transformed businesses through our integration solutions. See how leading agencies like Hylant eliminated manual entry and improved client experiences through HubSpot ↔ Epic integration. [![Book a 30-Minute Working Session](https://no-cache.hubspot.com/cta/default/7411869/3b554e7a-f6d0-4716-8e88-49a3f1918b75.png)](https://cta-redirect.hubspot.com/cta/redirect/7411869/3b554e7a-f6d0-4716-8e88-49a3f1918b75) ## Key facts on integration practice of Learners #### 100+ #### Custom insurance & FinServ integrations delivered #### 5 #### Client satisfaction across complex AMS/CRM projects #### HubSpot Accredited #### for Custom Integrations, Solution Architecture, Data Migration ##### Our approach to Integrations **Analysis & Design** Align CRM + AMS workflows (policy lifecycle, renewals, claims). **Develop & Test** Build secure HubSpot ↔ Epic API sync with governance. **Deploy & Monitor** Continuous monitoring to ensure accuracy, compliance, and scale. ## Our Technology Stack Our integrations span AMS, CRM, and data warehouses—ensuring Applied Epic works seamlessly in your broader tech stack. - Integration Platforms - Data Warehouses - Cloud Platforms - Business Intelligence - Programming ![HubSpot](https://www.learners.ai/hs-fs/hubfs/Integration/HubSpot-Operations-Hub-1.png?width=200&height=85&name=HubSpot-Operations-Hub-1.png) ![Zapier](https://www.learners.ai/hubfs/Integration/Zapier-Symbol-500x282.svg) ![Azure Data Factory](https://www.learners.ai/hs-fs/hubfs/Integration/image%20284.png?width=200&height=63&name=image%20284.png) ![MuleSoft](https://www.learners.ai/hubfs/Integration/MuleSoft_Logo_2019.svg) ![Boomi](https://www.learners.ai/hs-fs/hubfs/Integration/image%20285.png?width=140&height=51&name=image%20285.png) ![Workato](https://www.learners.ai/hs-fs/hubfs/Integration/workato-logo-1.png?width=200&height=33&name=workato-logo-1.png) ![Hightouch](https://www.learners.ai/hs-fs/hubfs/Frame-1.png?width=200&height=38&name=Frame-1.png) ![Make](https://www.learners.ai/hs-fs/hubfs/Frame%2035427.png?width=200&height=42&name=Frame%2035427.png) ![MS SQL Server](https://www.learners.ai/hs-fs/hubfs/Integration/sql-server.png?width=100&height=100&name=sql-server.png) ![PostgreSQL](https://www.learners.ai/hs-fs/hubfs/Integration/PostgreSQL_logo_PNG3.png?width=200&height=31&name=PostgreSQL_logo_PNG3.png) ![Oracle](https://www.learners.ai/hs-fs/hubfs/Integration/Oracle-Logo-PNG5.png?width=200&height=26&name=Oracle-Logo-PNG5.png) ![Snowflake](https://www.learners.ai/hs-fs/hubfs/Integration/Vector%20(5).png?width=193&height=45&name=Vector%20(5).png) ![MongoDB](https://www.learners.ai/hs-fs/hubfs/Integration/pngwing.png?width=100&height=100&name=pngwing.png) ![Amazon Redshift](https://www.learners.ai/hs-fs/hubfs/Integration/PikPng.png?width=160&height=63&name=PikPng.png) ![Neo4j](https://www.learners.ai/hs-fs/hubfs/Integration/pngegg.png?width=160&height=58&name=pngegg.png) ![Databricks](https://www.learners.ai/hs-fs/hubfs/Integration/pngwing%20(1).png?width=200&height=44&name=pngwing%20(1).png) ![Microsoft Azure](https://www.learners.ai/hubfs/Integration/Microsoft_Azure-Logo.svg) ![AWS Partner Network](https://www.learners.ai/hubfs/AWS%20Partner%20Network.svg) ![Google Cloud](https://www.learners.ai/hubfs/Google_Cloud_logo_PNG4.svg) ![IBM](https://www.learners.ai/hs-fs/hubfs/Integration/800px-IBM_logo_in%202.png?width=160&height=59&name=800px-IBM_logo_in%202.png) ![Heroku](https://www.learners.ai/hs-fs/hubfs/Integration/logo-purple-Herku%201.png?width=143&height=40&name=logo-purple-Herku%201.png) ![Red Hat](https://www.learners.ai/hs-fs/hubfs/Integration/Group%20(1).png?width=128&height=30&name=Group%20(1).png) ![Sas](https://www.learners.ai/hs-fs/hubfs/Integration/2560px-SAS_logo_horiz.png?width=100&height=42&name=2560px-SAS_logo_horiz.png) ![Tableau](https://www.learners.ai/hs-fs/hubfs/Integration/Tableau-Logo.png?width=180&height=49&name=Tableau-Logo.png) ![SAP 2011](https://www.learners.ai/hs-fs/hubfs/Integration/SAP_2011_logo.png?width=120&height=60&name=SAP_2011_logo.png) ![Azure Synapse Analytics](https://www.learners.ai/hs-fs/hubfs/Integration/cloud_azure%201.png?width=200&height=59&name=cloud_azure%201.png) ![Power BI](https://www.learners.ai/hs-fs/hubfs/Integration/Power-BI-Symbol.png?width=100&height=111&name=Power-BI-Symbol.png) ![Snowflake](https://www.learners.ai/hs-fs/hubfs/Integration/Vector%20(6).png?width=193&height=45&name=Vector%20(6).png) ![Python](https://www.learners.ai/hubfs/Integration/Python-Symbol.svg) ![AppDev PLSQL](https://www.learners.ai/hubfs/Integration/AppDev_plsql_detailed.svg) ![R_logo](https://www.learners.ai/hs-fs/hubfs/Integration/R_logo.png?width=90&height=70&name=R_logo.png) ![GraphQL](https://www.learners.ai/hs-fs/hubfs/Integration/og-image.png?width=160&height=46&name=og-image.png) ![JavaScript](https://www.learners.ai/hubfs/Integration/-jquery-yellow.svg) ![Java](https://www.learners.ai/hs-fs/hubfs/Integration/java.png?width=100&height=65&name=java.png) ![Csharp](https://www.learners.ai/hs-fs/hubfs/Integration/Csharp_Logo.png?width=80&height=93&name=Csharp_Logo.png) ![PHP](https://www.learners.ai/hs-fs/hubfs/Integration/PHP-logo.png?width=100&height=55&name=PHP-logo.png) ###### Integration Platforms ![right-arrow](https://www.learners.ai/hs-fs/hubfs/LP_2023/Images/lp_2024/down.png?width=26&height=26&name=down.png) ![HubSpot](https://www.learners.ai/hs-fs/hubfs/Integration/HubSpot-Operations-Hub-1.png?width=200&height=85&name=HubSpot-Operations-Hub-1.png) ![Zapier](https://www.learners.ai/hubfs/Integration/Zapier-Symbol-500x282.svg) ![Azure Data Factory](https://www.learners.ai/hs-fs/hubfs/Integration/image%20284.png?width=200&height=63&name=image%20284.png) ![MuleSoft](https://www.learners.ai/hubfs/Integration/MuleSoft_Logo_2019.svg) ![Boomi](https://www.learners.ai/hs-fs/hubfs/Integration/image%20285.png?width=140&height=51&name=image%20285.png) ![Workato](https://www.learners.ai/hs-fs/hubfs/Integration/workato-logo-1.png?width=200&height=33&name=workato-logo-1.png) ![Hightouch](https://www.learners.ai/hs-fs/hubfs/Frame-1.png?width=200&height=38&name=Frame-1.png) ![Make](https://www.learners.ai/hs-fs/hubfs/Frame%2035427.png?width=200&height=42&name=Frame%2035427.png) ###### Data Warehouses ![right-arrow](https://www.learners.ai/hs-fs/hubfs/LP_2023/Images/lp_2024/down.png?width=26&height=26&name=down.png) ![MS SQL Server](https://www.learners.ai/hs-fs/hubfs/Integration/sql-server.png?width=100&height=100&name=sql-server.png) ![PostgreSQL](https://www.learners.ai/hs-fs/hubfs/Integration/PostgreSQL_logo_PNG3.png?width=200&height=31&name=PostgreSQL_logo_PNG3.png) ![Oracle](https://www.learners.ai/hs-fs/hubfs/Integration/Oracle-Logo-PNG5.png?width=200&height=26&name=Oracle-Logo-PNG5.png) ![Snowflake](https://www.learners.ai/hs-fs/hubfs/Integration/Vector%20(5).png?width=193&height=45&name=Vector%20(5).png) ![MongoDB](https://www.learners.ai/hs-fs/hubfs/Integration/pngwing.png?width=100&height=100&name=pngwing.png) ![Amazon Redshift](https://www.learners.ai/hs-fs/hubfs/Integration/PikPng.png?width=160&height=63&name=PikPng.png) ![Neo4j](https://www.learners.ai/hs-fs/hubfs/Integration/pngegg.png?width=160&height=58&name=pngegg.png) ![Databricks](https://www.learners.ai/hs-fs/hubfs/Integration/pngwing%20(1).png?width=200&height=44&name=pngwing%20(1).png) ###### Cloud Platforms ![right-arrow](https://www.learners.ai/hs-fs/hubfs/LP_2023/Images/lp_2024/down.png?width=26&height=26&name=down.png) ![Microsoft Azure](https://www.learners.ai/hubfs/Integration/Microsoft_Azure-Logo.svg) ![AWS Partner Network](https://www.learners.ai/hubfs/AWS%20Partner%20Network.svg) ![Google Cloud](https://www.learners.ai/hubfs/Google_Cloud_logo_PNG4.svg) ![IBM](https://www.learners.ai/hs-fs/hubfs/Integration/800px-IBM_logo_in%202.png?width=160&height=59&name=800px-IBM_logo_in%202.png) ![Heroku](https://www.learners.ai/hs-fs/hubfs/Integration/logo-purple-Herku%201.png?width=143&height=40&name=logo-purple-Herku%201.png) ![Red Hat](https://www.learners.ai/hs-fs/hubfs/Integration/Group%20(1).png?width=128&height=30&name=Group%20(1).png) ###### Business Intelligence ![right-arrow](https://www.learners.ai/hs-fs/hubfs/LP_2023/Images/lp_2024/down.png?width=26&height=26&name=down.png) ![Sas](https://www.learners.ai/hs-fs/hubfs/Integration/2560px-SAS_logo_horiz.png?width=100&height=42&name=2560px-SAS_logo_horiz.png) ![Tableau](https://www.learners.ai/hs-fs/hubfs/Integration/Tableau-Logo.png?width=180&height=49&name=Tableau-Logo.png) ![SAP 2011](https://www.learners.ai/hs-fs/hubfs/Integration/SAP_2011_logo.png?width=120&height=60&name=SAP_2011_logo.png) ![Azure Synapse Analytics](https://www.learners.ai/hs-fs/hubfs/Integration/cloud_azure%201.png?width=200&height=59&name=cloud_azure%201.png) ![Power BI](https://www.learners.ai/hs-fs/hubfs/Integration/Power-BI-Symbol.png?width=100&height=111&name=Power-BI-Symbol.png) ![Snowflake](https://www.learners.ai/hs-fs/hubfs/Integration/Vector%20(6).png?width=193&height=45&name=Vector%20(6).png) ###### Programming ![right-arrow](https://www.learners.ai/hs-fs/hubfs/LP_2023/Images/lp_2024/down.png?width=26&height=26&name=down.png) ![Python](https://www.learners.ai/hubfs/Integration/Python-Symbol.svg) ![AppDev PLSQL](https://www.learners.ai/hubfs/Integration/AppDev_plsql_detailed.svg) ![R_logo](https://www.learners.ai/hs-fs/hubfs/Integration/R_logo.png?width=90&height=70&name=R_logo.png) ![GraphQL](https://www.learners.ai/hs-fs/hubfs/Integration/og-image.png?width=160&height=46&name=og-image.png) ![JavaScript](https://www.learners.ai/hubfs/Integration/-jquery-yellow.svg) ![Java](https://www.learners.ai/hs-fs/hubfs/Integration/java.png?width=100&height=65&name=java.png) ![Csharp](https://www.learners.ai/hs-fs/hubfs/Integration/Csharp_Logo.png?width=80&height=93&name=Csharp_Logo.png) ![PHP](https://www.learners.ai/hs-fs/hubfs/Integration/PHP-logo.png?width=100&height=55&name=PHP-logo.png) ## Hey! 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[ Book a Meeting ](https://meetings.hubspot.com/learners-sales) ```json { "@context" : "https://schema.org", "@type" : "Corporation", "address" : { "@type" : "PostalAddress", "addressCountry" : "CA", "addressLocality" : "Toronto", "addressRegion" : "ON", "postalCode" : "M5C 2B5", "streetAddress" : "284-52 Church Street" }, "contactPoint" : { "@type" : "ContactPoint", "contactType" : "Customer Service", "email" : "info@learners.ai", "telephone" : "+1 (888) 670-5219" }, "description" : "Learners.ai specializes in AI-powered RevOps, offering a range of solutions and services for CRM rebuilds and integrations across various industries.", "logo" : "https://www.learners.ai/hubfs/logo-svg.svg", "name" : "Learners.ai", "url" : "https://www.learners.ai/" } ``` ```json { "@context" : "https://schema.org", "@type" : "Service", "areaServed" : [ { "@type" : "Country", "name" : "United States" }, { "@type" : "Country", "name" : "Canada" } ], "category" : "Insurance Technology", "description" : "Bi-directional sync between HubSpot and Applied Epic to eliminate duplicate entry and surface renewals and claims context.", "name" : "Applied Epic HubSpot Integration", "provider" : { "@type" : "Organization", "name" : "Learners.ai", "url" : "https://www.learners.ai" }, "serviceType" : "CRM Integration", "url" : "https://www.learners.ai/services/hubspot-integrations/applied-epic" } ``` ```json { "@context" : "https://schema.org", "@type" : "BreadcrumbList", "itemListElement" : [ { "@type" : "ListItem", "item" : "https://www.learners.ai/", "name" : "Home", "position" : 1 }, { "@type" : "ListItem", "item" : "https://www.learners.ai/services/hubspot-integrations", "name" : "HubSpot Integration Services", "position" : 2 }, { "@type" : "ListItem", "item" : "https://www.learners.ai/services/hubspot-integrations/applied-epic", "name" : "Applied Epic HubSpot Integration", "position" : 3 } ] } ```