Run Consumer Credit Reports Inside HubSpot CRM

‍The iSoftpull HubSpot CRM integration lets you run consumer credit reports without ever leaving HubSpot. Instantly access credit scores, report summaries, and full credit reports directly within contact records to streamline underwriting, sales, and decision-making workflows.

Install the iSoftpull HubSpot CRM Integration

The Problem

Switching between platforms

Leaving HubSpot to log into a separate credit bureau portal wastes time and breaks focus.

Manually uploading reports

Downloadling PDFs and re-uploading them to client records is tedious and error-prone.

Disconnected applicant data

Critical credit details live outside your CRM, making reporting and tracking deal difficult.

The Solution: iSoftpull + HubSpot

Run credit reports without switching platforms

Initiate soft pulls directly from the contact view with a single click.

Keep reports attached to CRM records

Keep credit data tied to HubSpot contact records and reduce manual entry with pre-populated applicant data.

Speed up approvals and pre-qualification

Maintain secure and compliant credit workflows.

Why Teams Choose iSoftpull

Centralize your data

Access all applicant information—including credit reports—in one place: HubSpot CRM.

Eliminate manual steps

Stop downloading files from one site just to upload them to another. Automation handles the grunt work.

Speed up decision-making

Instant access to credit scores means you can qualify or disqualify leads while they’re still on the phone.

Keep teams organized

Ensure everyone works from the same up-to-date data attached to the official CRM record.

Support sales workflows

Seamlessly fit credit checks into your existing HubSpot sales pipeline without disrupting agent routine.

How It Works

Install

Install the iSoftpull app directly into your HubSpot CRM using the secure install link.

Connect Your iSoftpull Account

Run Credit Reports in HubSpot

Open any HubSpot contact record, click the Credit Reports tab, and run soft or hard credit pulls in seconds.

Install the iSoftpull HubSpot CRM Integration

Built for Teams That Use Credit Data

Empowering businesses across industries to make data-driven decisions within HubSpot.

Sales Teams

Qualify leads faster without waiting on other departments.

Lending & Underwriting

Access the critical financial history needed for loan approvals.

Service Providers

Determine payment terms and deposits based on credit risk.

Businesses using Zoho

Any organization that needs integrated credit checks for their workflow.

Secure by Design

We prioritize the safety of sensitive financial data. The integration respects HubSpot’s security architecture.

User Permissions: Only authorized users can run reports.

Secure Storage: Data is stored directly within your protected CRM environment.

Compliance: Built to support FCRA compliant workflows.

Get Started

Integrate powerful credit reporting into your HubSpot workflow today.

Install the iSoftpull HubSpot CRM Integration

* Note: You must have an active iSoftpull account to use the integration.
New customers can sign up during the installation process.