Short answer
A Practifi integration connects the Salesforce-based wealth CRM Practifi with HubSpot for marketing or with other systems, so campaigns, pipeline stages and client data stay in step.
How the Practifi integration works
Practifi is a wealth management CRM built on Salesforce. Firms often keep Practifi as the advisor CRM and add HubSpot for marketing, which requires a sync of contacts, households and pipeline stages. Others evaluate moving from Practifi to native Financial Services Cloud. Vantage Point has audited and optimized Practifi–HubSpot syncs for large RIAs.
What syncs
- Contacts and households
- Pipeline stages that drive marketing
- Campaign engagement back to Practifi
See the architecture diagram ↓
Integration options
- HubSpot–Salesforce connector configured for Practifi objects
- Custom field mappings and inclusion lists
- Middleware for objects the connector does not support
What to plan for
- Practifi custom objects and field names
- Sync errors from validation rules
- Deciding which system owns each field
Frequently asked questions
Can HubSpot run campaigns off Practifi pipeline stages?
Yes, once stages are synced to HubSpot properties that lists and workflows can use.
Should we move from Practifi to native FSC?
It depends on how much of Practifi's packaged functionality you use. We compare both options before recommending a migration.