Salesforce & HubSpot integration directory

Yes. Claude connects to both through MCP connectors, so users can search, summarize and, where permitted, update CRM records with their own permissions.

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.

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.

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.

You own them, with documentation and monitoring. Many clients include integration monitoring and fixes in a support agreement with us.

Yes. Support can include connected systems such as Slack, DocuSign, MuleSoft, telephony, marketing tools and AI connectors, so one team owns the issues that cross system boundaries.

Yes. HubSpot's native Salesforce connector syncs contacts, companies, deals and activity, so marketing can run in HubSpot while sales and service stay in Salesforce.

Then we build one, using the system's API through an integration platform such as Workato or MuleSoft, a lighter tool like Zapier for low volumes, or custom code. If a system has no API, scheduled file exports or a read-only database connection often work.

Not if it is designed properly. We agree which system owns each field, map external data to dedicated fields where needed, and test in a sandbox before switching on updates.

Yes. We integrate Aircall, Service Cloud Voice, RingCentral, Dialpad and others for click-to-call, call logging, routing and recordings.