CRM integration
FunnelFi + HubSpot
Push FunnelFi verdicts and program matches straight onto the HubSpot contact and deal.
Quick answer
FunnelFi writes every verdict, FICO band, DTI, program match, disposition, to the HubSpot contact and (optionally) creates or updates a deal in the pipeline stage you configure. No middleware required.
How it works
01
Lead submits your form
Any HubSpot form or embedded FunnelFi form triggers a soft-pull verdict in under three seconds.
02
FunnelFi writes to HubSpot
Custom properties are populated on the contact; a deal is created or updated in the stage you choose.
03
Workflows route automatically
Use HubSpot workflows to notify reps, enroll in nurture, or hand off to a scheduling tool based on the verdict.
Events sent
- verdict.qualified
- verdict.did_not_qualify
- verdict.program_matched
- verdict.needs_review
Fields mapped
- funnelfi_verdict
- funnelfi_fico_band
- funnelfi_dti
- funnelfi_program_match
- funnelfi_run_id
- funnelfi_run_at
Setup
- 1
Install the FunnelFi HubSpot app or drop a webhook URL into your HubSpot form.
- 2
Choose which pipeline and stage new deals should land in.
- 3
Map any custom FunnelFi fields you want mirrored onto contact properties.
- 4
Route with HubSpot workflows, nurture, notify, or schedule based on verdict.
Common use cases
- Auto-tag qualified leads and send them to closers in Slack.
- Suppress unqualified leads from paid retargeting audiences via HubSpot lists.
- Move deals to "Qualified" only after FunnelFi returns a passing verdict.
FAQ
Do we need a HubSpot Enterprise plan?
No. Any HubSpot tier that supports webhooks and custom properties works, including Starter and Pro.
Is this real-time?
Yes, verdicts are written to HubSpot within seconds of form submit.
Can we trigger sequences on a qualified verdict?
Yes. Use a HubSpot workflow that watches the funnelfi_verdict property and enrolls the contact.
Does FunnelFi create duplicate contacts?
No, records are matched by email or associated identifiers before creating new contacts.
Can we surface program matches on the contact record?
Yes. Program match is written to a dedicated property and can be exposed on any HubSpot card.
How is data secured in transit?
All calls are TLS-encrypted and signed with a shared secret.
Learn more about HubSpot at www.hubspot.com/ .
Connect FunnelFi to HubSpot today.
Setup is same-day. We'll walk you through it live.