Integrations
HubSpot integrations built for financial services.
Your revenue teams only trust HubSpot when it mirrors reality - and that means connecting it cleanly to the systems you already run. Evara builds configurable, two-way HubSpot integrations for financial services and fintech firms, mapping the objects and fields your teams depend on, with dedupe rules and compliance-aware data handling. From CRMs and finance systems to telephony, support and data platforms, we make HubSpot your single source of truth - not another silo to reconcile.
TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES
Frequently asked questions
Common questions about HubSpot integrations
Evara connects HubSpot to the platforms financial-services and fintech teams rely on - CRMs such as Salesforce and Microsoft Dynamics, finance and ERP systems like NetSuite, Xero and Sage, plus telephony, support, e-commerce and data tools. Each is a configurable two-way sync with object and field mapping, dedupe rules and compliance-aware data handling. Browse the grid above, or explore our platforms migration and integration services.
We map the objects and fields your sales, marketing and service teams depend on, then sync them between HubSpot and your other system - one-way or two-way, in real time or on a schedule. Dedupe rules, error handling and monitoring keep the data clean, so HubSpot becomes a single source of truth rather than another silo. It is underpinned by sound CRM and technology architecture.
The grid covers the platforms we are asked for most, but it is not the limit. Where a native connector does not exist or cannot cover your logic, we build bespoke integrations against your tool's API - including custom objects and workflows - as part of our custom apps and development work. Tell us what you run and we will scope the right approach.
Yes. We design every integration around your regulatory perimeter - least-privilege access, encrypted transfer, controlled field mapping and clear audit trails - so sensitive data is handled appropriately. Compliance-aware data handling is built in from the start, not bolted on, drawing on our wider HubSpot services for financial-services and fintech firms.