Resources
Salesforce & HubSpot integration directory
How 25 systems connect to Salesforce and HubSpot: custodians and wealth platforms, insurance and lending systems, productivity tools, data warehouses, AI assistants and archiving, with what syncs and what to plan for.
Custodians & Wealth Platforms
Addepar
An Addepar integration connects Addepar's portfolio data and analytics to the CRM, so family offices, RIAs and wealth managers can see …
SalesforceHubSpot Custodians & Wealth PlatformsAltruist
An Altruist integration connects the digital custodian's account and balance data to Salesforce or HubSpot, so RIAs see client accounts, …
SalesforceHubSpot Custodians & Wealth PlatformsBlack Diamond
A Black Diamond integration brings portfolio, performance and household data from SS&C Black Diamond into Salesforce or HubSpot, giving …
SalesforceHubSpot Custodians & Wealth PlatformsBNY Pershing
A Pershing integration brings clearing and custody data from BNY Pershing into Salesforce Financial Services Cloud or HubSpot, giving …
SalesforceHubSpot Custodians & Wealth PlatformsCharles Schwab
A Schwab integration brings custodial account, position, balance and transaction data from Schwab Advisor Services into Salesforce …
SalesforceHubSpot Custodians & Wealth PlatformseMoney
An eMoney integration connects financial planning data from eMoney Advisor to Salesforce or HubSpot, so client plans, goals and planning …
SalesforceHubSpot Custodians & Wealth PlatformsFidelity (Wealthscape)
A Fidelity integration connects custodial data from Fidelity's Wealthscape platform to your CRM, bringing accounts, balances, positions and …
SalesforceHubSpot Custodians & Wealth PlatformsLPL ClientWorks
An LPL ClientWorks integration connects LPL Financial's advisor platform data to Salesforce Financial Services Cloud, so advisors …
Salesforce Custodians & Wealth PlatformsOrion
An Orion integration connects Orion's portfolio management, reporting and billing data to Salesforce or HubSpot, so advisors see AUM, …
SalesforceHubSpotInsurance & Lending
Applied Epic
An Applied Epic integration connects an insurance agency's management system to Salesforce or HubSpot, so policies, clients and renewals in …
SalesforceHubSpot Insurance & LendingEncompass
An Encompass integration connects ICE Mortgage Technology's loan origination system to Salesforce or HubSpot, sending leads into Encompass …
SalesforceHubSpot Insurance & LendingnCino
nCino is a banking and lending platform built on Salesforce. Integrating nCino with your wider Salesforce org, Financial Services Cloud and …
SalesforceProductivity & Communication
Aircall
An Aircall integration logs calls, recordings and notes to Salesforce or HubSpot and lets reps call from the CRM, giving sales and service …
SalesforceHubSpot Productivity & CommunicationDocuSign
A DocuSign integration lets users send agreements for eSignature from Salesforce or HubSpot and writes signed status and documents back to …
SalesforceHubSpot Productivity & CommunicationGoogle Workspace and Gmail
A Google Workspace integration connects Gmail and Google Calendar to Salesforce or HubSpot so emails and meetings are captured on client …
SalesforceHubSpot Productivity & CommunicationMicrosoft 365 and Outlook
A Microsoft 365 integration connects Outlook email and calendar, and Teams, to Salesforce or HubSpot, so emails and meetings are logged …
SalesforceHubSpot Productivity & CommunicationSlack
Slack integrations bring CRM records, alerts and approvals into Slack channels, so teams can see deal changes, service escalations and …
SalesforceHubSpot Productivity & CommunicationZoom
A Zoom integration logs meetings, recordings and attendance to Salesforce or HubSpot records, and can connect webinars to marketing …
SalesforceHubSpotData & Analytics
QuickBooks
A QuickBooks integration connects accounting with the CRM, syncing customers, products, invoices and payments between QuickBooks Online and …
SalesforceHubSpot Data & AnalyticsSnowflake
A Snowflake integration connects your data warehouse to Salesforce or HubSpot, either by loading CRM data into Snowflake for analytics or …
SalesforceHubSpotAI Assistants
ChatGPT
Connecting ChatGPT business plans to Salesforce and HubSpot lets teams search CRM data, summarize accounts and draft communications from …
SalesforceHubSpot AI AssistantsClaude (via MCP)
Connecting Claude to Salesforce and HubSpot through the Model Context Protocol (MCP) lets users ask questions about clients and pipeline, …
SalesforceHubSpotMarketing & Engagement
Braze and Salesforce
The Braze and Salesforce integration sends CRM data to Braze for real-time, cross-channel messaging and brings engagement data back to …
Salesforce Marketing & EngagementHubSpot and Salesforce
The HubSpot and Salesforce integration syncs contacts, leads, companies, deals and activity between the two platforms, so marketing can run …
SalesforceHubSpotCompliance & Archiving
No integrations match that search. We connect most systems with an API; ask a senior consultant.
Integration FAQs
Can Claude connect to Salesforce and HubSpot?
Yes. Claude connects to both through MCP connectors, so users can search, summarize and, where permitted, update CRM records with their own permissions.
Claude and MCP integration →Which systems can you integrate with Salesforce and HubSpot?
Custodians and portfolio systems, agency management and loan origination systems, core banking, accounting, email and calendar, phone, eSignature, data warehouses, archiving providers and AI assistants, using native connectors, APIs or MuleSoft.
When do we need MuleSoft instead of a native connector?
Native connectors are fine for one or two standard integrations. MuleSoft makes sense when you have many systems, need reusable APIs, high volumes, or strong monitoring and security.
MuleSoft →Can you integrate custodian data into our CRM?
Yes. We integrate custodian data from firms such as Schwab, Fidelity, Pershing and Altruist, usually directly or through a portfolio management system, into Financial Services Cloud or HubSpot.
Schwab integration →Who maintains integrations after go-live?
You own them, with documentation and monitoring. Many clients include integration monitoring and fixes in a support agreement with us.
Don't see your system?
If it has an API, we can usually connect it, natively, through middleware or with MuleSoft.