HubSpot Custom Integration Solution
Learn how GreenHouse Agency used a custom integration solution to enhance a credit union’s onboarding process for indirect members.
Our latest case study dives into how we seamlessly integrated our client’s previous banking platform within the HubSpot CRM. This integration not only allowed for a more efficient onboarding process for indirect members, but also enabled our client to leverage advanced HubSpot properties to streamline the entire process.