Create IO clients from HubSpot

Create new Intelligent Office (IO) clients from a HubSpot contact record. When a new enquiry becomes a client, Hatch lets an adviser or operations team member create the IO client from HubSpot using details already on the contact. This reduces duplicate data entry and keeps onboarding moving from the CRM.

Open linked IO client records

Open the matching Intelligent Office (IO) client directly from a HubSpot contact record. When Hatch finds an existing IO link, users see an “Open in Intelligent Office” button in HubSpot. This helps advisers and operations teams move from CRM activity to the right back-office client record without searching in IO.

Create IO opportunities from HubSpot deals

Create Intelligent Office (IO) opportunities from HubSpot deals. When a deal is ready to progress, Hatch lets the user send the opportunity to IO from the deal record, using HubSpot deal details and associated contacts. This helps sales and advice teams move pipeline activity into IO without re-keying the opportunity.

Open linked IO opportunities

Open the matching Intelligent Office (IO) opportunity directly from a HubSpot deal. Once Hatch has linked the HubSpot deal to an IO opportunity, users see an “Open in Intelligent Office” button on the deal record. This helps teams review the back-office opportunity without searching across systems.

View IO plans in HubSpot

View Intelligent Office (IO) plan information in HubSpot. Hatch syncs plans from IO and associates them with the right contact, so teams can segment clients, support marketing campaigns and report on plan data from HubSpot without manually exporting from IO.

Configure Adviser Mapping

Map Intelligent Office (IO) advisers to HubSpot owners from the Hatch settings page. Admins can create mappings manually or queue an automatic lookup based on email address matches, then set a default adviser for records that need a fallback.

Trigger client imports

Start a client import from the Hatch settings page. Admins can request IO client data to be brought into HubSpot, then use the import status view to see whether an import is active or has recently run. This helps firms manage setup and refreshes without leaving HubSpot.

Sync IO property values

Sync key Intelligent Office (IO) lookup values into HubSpot properties. Admins can refresh values such as campaign types, campaign sources, opportunity types, opportunity statuses and propositions, so HubSpot users choose from options that match IO.

Manage service status rules

Control which Intelligent Office (IO) service statuses Hatch should use. Admins can add or update service status rules in HubSpot, choosing which statuses are imported from IO and which can trigger new client creation workflows.

Keep client data aligned

Keep key client information aligned between HubSpot and Intelligent Office (IO). Hatch helps sync contact details, address information, communication preferences and adviser relationships, so teams can work from more complete client records in HubSpot.