Custom Integrations

HubSpot to Fiserv Integration

Connect HubSpot to your Fiserv environment to align customer, account, and servicing data across sales, service, and operations without compromising data integrity or control.

Book a 30-Minute Working Session
HubSpot to Fiserv CRM integration aligning customer, account, and servicing data for regulated financial institutions

Seamless HubSpot ↔ Fiserv Sync

Align customer and account data between HubSpot and Fiserv so teams work from consistent information without disrupting core systems.

  • Data Synchronization
  • Customer & Account Visibility
  • System of Record Alignment
  • Security & Governance

Keep HubSpot and Fiserv data aligned across systems

Customer, account, and engagement data can be synchronized between HubSpot and Fiserv so teams operate on consistent, current information. HubSpot captures relationship activity and workflows, while Fiserv remains the authoritative source for financial and transactional data.

 

 

Full customer context without switching systems

HubSpot surfaces Fiserv-backed customer and account context so relationship managers, service teams, and operations leaders can see who the customer is and how accounts are structured. This reduces system hopping and enables faster, better-informed interactions.

 

Clear ownership between CRM and core platforms

Fiserv remains the system of record for financial, identity, and transaction data, while HubSpot serves as the engagement and workflow layer. This alignment prevents duplication, conflicting updates, and reporting inconsistencies across teams.

Designed for regulated financial environments

Fiserv integrations are implemented with security and governance controls appropriate for banking and payments organizations. Access is tightly managed, credentials are protected, and integration activity is monitored to support compliance and operational oversight.

 

HubSpot to Fiserv integration

Companies & Contacts

Companies / Contacts

Accounts

Accounts

Deals

Deals

Customers

Customers

Tickets

Tickets

Households

Households

Transactions

Transactions

Operations / <br> Servicing

Operations /
Servicing

Identity

Identity

Transactions

Transactions

Accounts

Accounts

Transfers

Transfers

Account <br> Holders

Account
Holders

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.

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Group 35499 (1)
Group 35500

Book a discovery call

Walk through your Fiserv environment, data constraints, and CRM goals with a team experienced in regulated financial integrations. This is a working conversation focused on feasibility, risks, and next steps.

Book a 30-Minute Working Session

Proven integration experience in regulated environments

100+

Custom Financial Services integrations delivered

5

Client satisfaction across complex CRM and core system integrations

HubSpot Accredited

for Custom Integrations, Solution Architecture, Data Migration

Our approach to Integrations

Analysis & Design

Align HubSpot workflows with core banking and servicing processes.

Develop & Test

Build secure HubSpot to Fiserv integrations with clear data ownership.

Deploy & Monitor

Monitor integrations to support accuracy, compliance, and scale.

Our Technology Stack

Our integrations connect HubSpot with core banking platforms and supporting data infrastructure.

  • Integration Platforms
  • Data Warehouses
  • Cloud Platforms
  • Business Intelligence
  • Programming
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