topic Re: Banking Integration in Marketing Integrations

Banking Integration

FAcosta3 — Thu, 01 Feb 2024 00:45:12 GMT

Hey there! Does anyone have any guidance on a solution for a that may be able to help assist automating data bi-directionally between a banking core system and HubSpot? I appreciate and all advice!

Re: Banking Integration

karstenkoehler — Thu, 01 Feb 2024 05:31:31 GMT

Hi @FAcosta3,

What exactly do you want to achieve by integrating HubSpot with banking? Could you elaborate a bit on your use case?

Generally, you can integrations in the app marketplace, including payment gateways, if that's what you're looking for: https://ecosystem.hubspot.com/marketplace/apps/commerce/payment-gateways

Best regards

Re: Banking Integration

FAcosta3 — Thu, 01 Feb 2024 14:39:54 GMT

Hi there! I am hoping for there to be a bidirectional data sync from my core to HubSpot that will allow contacts to enter into our HubSpot account automatically as they enter into the system. An example use case of this would be putting new customers in an automated email drip campaign after they've opened a new checking account with the bank.

Re: Banking Integration

karstenkoehler — Thu, 01 Feb 2024 14:41:23 GMT

@FAcosta3 I'd be surprised if this existed, to be honest. This would require a banking standard. This would require custom coding, I would say.

Re: Banking Integration

FAcosta3 — Thu, 01 Feb 2024 14:43:54 GMT

Thanks for your insight!

Re: Banking Integration

CullenPowers — Wed, 25 Sep 2024 14:27:37 GMT

Hi Frank,

GreenHouse Agency has solved this issue. We can move data bi-directionally between a banking core system and HubSpot. Check out the Video/Case Study linked below ‌👇‌

https://video.ghagency.com/s/kjEq4RxX

Re: Banking Integration

CullenPowers — Wed, 25 Sep 2024 14:32:25 GMT

I wanted to include a link to a case study where this issue was solved. You can read about it hear :

https://ghagency.com/symitar-hubspot-custom-integration/

Re: Banking Integration

sergeivm — Thu, 02 Oct 2025 19:41:00 GMT

Hi, which core system are you using? We have an integration with FIS Horizon, you can find out more here: https://www.bankwisetech.com/hubspot-horizon-integration/