
CreditSafe plugin
Built by - SmartWorkers
Installs - 10+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared CreditSafe plugin Subscription - Contact us for pricing plan
Overview
1/3 - Creditsafe for HubSpot demo by SmartWorkers
Empower your HubSpot CRM with real-time Creditsafe intelligence. Instantly evaluate partner creditworthiness, download detailed PDF reports, and get automated alerts on financial changes. Streamline your risk management and reporting directly within your daily workflow
Why choose this integration?
Managing credit risk shouldn't require switching between multiple platforms. This connector bridges the gap between your sales process and financial security, allowing your team to:
Make Data-Driven Decisions: View real-time credit ratings and recommended credit limits directly on the HubSpot Company sidebar.
Access Global Intelligence: Leverage Creditsafe’s extensive database of millions of companies worldwide to vet international partners.
Deep-Dive Analysis: Generate and download comprehensive PDF reports with a single click for thorough financial audits.
Stay Proactive: Monitor changes in your partners' financial status and adapt your sales or payment terms instantly.
Seamless User Experience: Designed to feel like a native part of HubSpot, ensuring high adoption rates across your sales and finance teams.
Stop guessing and start knowing. Protect your cash flow today with Creditsafe for HubSpot.
Features

Get instant financial insights of your customer based on company name
Get the credit risk scoring and financial data of the company you added to HubSpot. Easily assess if your partner is trustworthy.
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Receive a comprehensive PDF report directly in HubSpot
Get a downloadable and shareable PDF report with detailed information on the partners' company financials.

See changes immediately and generate updated PDF reports
Receive updates on changes made to the company’s financial data and download an updated PDF report. Keep your reports and data up to date.

Integrate Creditsafe data seamlessly into HubSpot properties
Incorporate Creditsafe data in HubSpot as properties and make your reports and workflows more accurate.

Create Teams in HubSpot with rights to download and assign a company
Create teams with permissions to download resources and assign them to a company.
App Functionality
Shared Data
![]() Company Financials | ||
![]() Company Properties | ||
![]() Users | ||
![]() Files |
Reviews
Pricing
Contact us for pricing
PDF Report Downloads
Automatic Financial Updates
Instant Financial Health Check
Creditsafe Data Enrichment
Contact us for pricing
PDF Report Downloads
Automatic Financial Updates
Instant Financial Health Check
Creditsafe Data Enrichment
* 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: 11/12/2026
More info
Built by - SmartWorkers
Installs - 10+ installs
Categories Languages this app is available in English
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