HubSpot integration

About HubSpot

The HubSpot Marketing automation software helps you attract the right audience, convert more visitors into customers, and run complete inbound marketing campaigns at scale β€” all on one powerful, easy-to-use platform.

Integration with Cashlink Signing

Customer data collected via the Cashlink Software can be automatically synchronized with a HubSpot account. During the customer onboarding the following data is transferred to HubSpot:
  • Forename and surname
  • Salutation
  • Address (street, house number, postal code, city)
  • Phone number
  • Email address
  • Language selected
In case the customer agrees to be contacted they are put into different lists, so that in HubSpot you can decide who you want to contact and stay compliant with data security regulations. The lists are categorized by phone, mail and email opt-ins which are selected during the account registration process of the investor.
Customers may also decide at a later point in time to update the communication preferences. This can be done via the investor dashboard.
The changed settings are automatically transferred to HubSpot and the lists are updated.