Syncing data to HubSpot means more than moving fields. It means understanding how your industry thinks — so contacts, deals, and activities show up in a way your team actually uses.
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Insurance Agency Management
AMS360 client accounts, policies, and renewal dates sync to HubSpot contacts, companies, and deals. The mapping is built around how insurance agencies actually work, not a generic export of policy table rows.
We've already mapped:
accounts → companies, policies → deals, renewal dates → deal close dates
Insurance Agency Management
HawkSoft client records, policy data, and renewal triggers sync to HubSpot on a scheduled pull. No webhooks, no IT involvement. Credential-based auth, encrypted at rest.
We've already mapped:
clients → contacts, policies → deals, renewal triggers → HubSpot workflows
We prioritize new integrations based on demand. If your vertical software isn't listed, tell us — your request goes directly into our roadmap queue.
Request an integrationCurrent roadmap: 11 integrations live · Next batch shipping Q2 2026
Volume pricing starts at 5 active client accounts. White-label options available for agencies who want to present integrations under their own brand. One dashboard to manage all client connections.