Advyzon
Enhance client communication with Advyzon and HubSpot Contact sync.
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Advyzon Subscription - Advyzon Pricing plan
Overview
1/1 - Setup your integration as 2-way or 1-way sync.
Connect Advyzon and HubSpot through a 2-way sync of your Contacts. This will allow you to utilize HubSpot's marketing capabilities with your Advyzon Contacts.
In order to use this App, you must be an Advyzon subscriber. Advyzon is an all-in-one solution for Investment Advisors. In addition to a fully equipped CRM, Advyzon includes Performance Reporting, Billing, Document Management, a Client Portal, and Trading/Rebalancing.
Interested in learning more? Give as a call!
Advyzon Sales: (844) 829-0039
Features
Use HubSpot's Marketing Campaign
Sync your Advyzon Contacts into HubSpot to utilize HubSpot's marketing campaigns and analytics.
Create Contact Leads in HubSpot and Sync to Advyzon
Through our 2-way sync, you can establish new Contact leads in HubSpot. Those Contacts will seamlessly sync into Advyzon.
App Functionality
Shared Data
Contacts |
Reviews
- Dec 18, 2024
very little syncing
advyzon is fine. the integration between advyzon and HubSpot is very anemic
syncs almost nothing
Jones, S.
- Feb 21, 2024
HubSpot Does Not Sync Well with 3rd Party Apps
Advyzon works great and they're very helpful. This is the second time we have tried to use a HubSpot integration with a CRM (first time was with Redtail), and both times the data has not come over correctly. Vital contact record information goes missing and the functionality is not very easy with HubSpot. We currently use HubSpot for mass client emails, and I can't even do that now because half of the necessary contact information has not come over. HubSpot needs to work with these apps a little more closely or a little longer before going live with integrations.
Use Advyzon for client billing, CRM, reporting, etc.
Advyzon is incredible! They're working with their back office team to resolve our issues.
Hubspot/Advyzon integration is not fully developed. Missing info.
Brum, S.
Banking/Financial Services - 1 employee
Pricing
Advyzon Pricing
$6,500
/yearWe offer pricing tiers based on number of accounts. Our first tier pricing is $6,500 annually.
Advyzon Pricing
$6,500
/yearWe offer pricing tiers based on number of accounts. Our first tier pricing is $6,500 annually.
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/11/2025
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