Custom Integrations

HubSpot to Glia Integration

Connect HubSpot with Glia to capture unresolved digital engagements, route them into HubSpot Tickets, and maintain service continuity across chat, audio, and video without flooding your CRM.

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HubSpot to Glia integration routing unresolved digital engagements into HubSpot service workflows for banks and credit unions

Seamless HubSpot to Glia Sync 

Operationalize unresolved Glia conversations inside HubSpot while keeping Glia as the system of engagement.

  • Ticket Escalation
  • Customer Context
  • Routing & Ownership
  • Security & Compliance

When a Glia engagement ends, the integration evaluates resolution status using operator survey data. Only unresolved chats, calls, or video sessions are escalated into HubSpot as Tickets. This keeps HubSpot focused on actionable follow up rather than raw interaction volume.

HubSpot surfaces Glia engagement context directly on the associated Contact and Ticket. Service teams can see interaction details, engagement history, and follow up context without leaving HubSpot, reducing handoffs and system switching.

Unresolved Glia engagements are routed into the appropriate HubSpot pipeline stage based on queue mappings. When operator information is available, Tickets are automatically assigned to the correct owner, supporting continuity and clear accountability.

The integration is implemented with security and governance controls appropriate for banks and credit unions. Credentials are protected, access is tightly managed, and integration activity is logged to support compliance and operational oversight.

HubSpot to Fiserv integration

Pipelines and routing

Pipelines / Routing

Tickets

Tickets

Ownership / SLAs

Ownership / SLAs

Contacts

Contacts

Reporting and dashboards

Reporting / Dashboards

Video sessions

Video sessions

Audio calls

Audio calls

Operator surveys

Operator surveys

Chat and messaging

Chat /
Messaging

Engagement metadata

Engagement metadata

This diagram illustrates event driven escalation from Glia into HubSpot, where unresolved engagements are filtered, enriched, and routed into service workflows.

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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Book a discovery call

Walk through your Glia 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.

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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 Glia engagement flows with HubSpot service models, resolution logic, and ownership rules.

Develop & Test

Build secure, event driven HubSpot to Glia integrations with clean ticket upserts, contact matching, and routing logic.

Deploy & Monitor

Monitor integration health, logging, and data quality 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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