HubSpot Integration
Connect claims operations to your marketing and sales platform. HubSpot manages marketing campaigns, sales pipeline, and client communication. Regure manages claims and policy documents.
HubSpot for marketing and sales. Regure for claims operations.
HubSpot is the leading all-in-one marketing, sales, and service platform for growing businesses. Insurance agencies, MGAs, and InsurTech startups use HubSpot to manage lead pipelines, automate marketing campaigns, track client interactions, and run inbound sales processes.
But HubSpot wasn't designed for insurance claims operations — document automation, FNOL workflows, adjuster collaboration, or regulatory compliance for claims files. Most agencies using HubSpot track basic claim information in custom objects or notes, but claims workflows, documents, and team collaboration happen outside HubSpot in email threads and spreadsheets.
Regure integrates with HubSpot to sync contacts, companies, and claim activities between systems. Contacts and companies sync from HubSpot to Regure for automatic claimant matching. Claim activities and documents log back to HubSpot contact timelines so your sales and marketing teams have complete customer visibility — leads, policies, claims, and all interactions in one platform.
Your operations team uses Regure for specialized insurance workflows and document automation. Your sales and marketing teams use HubSpot with complete claim history visible in contact records. One unified view of the customer lifecycle from lead to policyholder to claimant.
What syncs between Regure and HubSpot
HubSpot remains your source of truth for leads and customer relationships. Regure becomes your source of truth for claims and policy operations.
From HubSpot to Regure
- Contacts (name, email, phone, address, lifecycle stage)
- Companies (company name, industry, account tier, owner)
- Deals (opportunities, renewal pipeline, cross-sell prospects)
- Custom properties (lead source, customer segment, communication preferences)
- Contact lifecycle stage (lead, MQL, SQL, customer, evangelist)
When a claim is reported to Regure, the system searches HubSpot for matching contacts and companies based on email or phone. Contact details pre-populate the claim record automatically. Lifecycle stage and account tier from HubSpot can influence claim assignment rules in Regure (e.g., VIP customers route to senior adjusters).
From Regure to HubSpot
- Claim activities (logged to HubSpot contact timeline with timestamps)
- Claim status updates (FNOL received, claim approved, settlement issued)
- Document upload events (policy documents received, photos uploaded)
- Communication events (messages sent to client, adjuster notes)
- Custom claim properties (claim number, loss date, settlement amount, claim type)
All claim activities log to HubSpot contact timelines automatically. Sales reps see complete interaction history when reviewing contact records for renewals. Claim data can trigger HubSpot workflows — for example, when a claim closes, trigger a CSAT survey or renewal campaign. Claim metrics populate custom properties for reporting in HubSpot.
How to connect Regure to HubSpot
Regure's implementation team configures the HubSpot Private App. Your HubSpot admin provides credentials and approves property mappings.
Private App Authentication
Your HubSpot administrator creates a Private App in HubSpot with API access permissions for Contacts, Companies, and custom objects. Regure authenticates via OAuth 2.0 with token refresh for continuous access. No HubSpot code or custom development required.
Contact & Company Sync
Configure which HubSpot contacts and companies sync to Regure. Most deployments sync all contacts or filter by lifecycle stage (customers only). Sync frequency is configurable (real-time, hourly, daily). Contact properties map to Regure claimant fields for automatic data population.
Activity Logging
Configure which Regure claim events log to HubSpot contact timelines. Common events: claim created, FNOL submitted, documents uploaded, status changed, settlement issued. Activities appear on HubSpot contact records with timestamps and details. Custom activity types can be created for specific claim milestones.
Testing & Go-Live
Test in HubSpot sandbox or with a test contact list. Create test claims in Regure, verify contact data pre-populates correctly, confirm activities log to HubSpot timelines. Validate custom properties sync correctly. Production rollout after UAT approval. Monitor sync health via Regure dashboard.
How insurance agencies use Regure with HubSpot
Three deployment patterns for agencies and MGAs using HubSpot for marketing and sales.
Client Lifecycle View
Sales and marketing teams see complete client history in HubSpot — from lead to policyholder to claimant. When a lead converts to a customer and buys a policy, that policy data logs to HubSpot. When the customer files a claim, claim activities appear on the contact timeline alongside sales and marketing interactions.
Account managers reviewing renewals see all policies and claims for each contact. High claim frequency influences renewal pricing discussions. Positive claim experiences (fast settlement, great service) inform upsell and cross-sell strategies. Complete customer journey visibility in one platform.
Renewal Pipeline Management
Claims history influences renewal sales process. HubSpot workflows trigger renewal campaigns based on claim data from Regure. For example, trigger a renewal outreach workflow 60 days before policy expiration, but adjust messaging based on recent claim experience (no claims vs. multiple claims vs. one large claim).
Sales reps preparing for renewal calls see claim history in HubSpot contact records. Discuss claim experience during renewal conversations. Address concerns about coverage gaps revealed by recent claims. Use positive claim outcomes as retention talking points.
Automated Client Communication
Trigger HubSpot marketing workflows from claim events in Regure. When a claim is filed, trigger a welcome email explaining the claims process. When a claim is approved, send a satisfaction survey. When a claim closes, trigger a renewal campaign or request a referral.
HubSpot's email automation and templates handle client communication while Regure handles claim operations. Marketing teams manage email content and branding in HubSpot. Operations teams focus on claims processing in Regure. Claim data syncs automatically to trigger the right communications at the right time.
Common questions about the HubSpot integration
Do we need HubSpot CRM to use this integration?
Yes, at minimum. The integration requires access to HubSpot's CRM features (Contacts and Companies). HubSpot's free CRM includes these features. If you want to trigger HubSpot workflows from claim events, you'll need HubSpot Marketing Hub (Starter, Professional, or Enterprise). The integration works with all HubSpot tiers.
What HubSpot tiers are supported?
All HubSpot tiers are supported — Free CRM, Starter, Professional, and Enterprise. Basic sync (contacts, companies, activity logging) works with Free CRM. Workflow automation (trigger HubSpot workflows from claim events) requires Marketing Hub Professional or Enterprise. Custom objects require Professional or Enterprise tier.
Can we trigger HubSpot workflows from claim events in Regure?
Yes. Regure sends claim events to HubSpot via webhooks. HubSpot workflows can subscribe to these events and trigger automated actions (send email, create task, update deal stage, assign contact owner). For example, when a claim is settled in Regure, trigger a HubSpot workflow to send a CSAT survey and update the contact's lifecycle stage.
How does this work with HubSpot's Service Hub for customer support?
Claim activities from Regure log to contact timelines, visible to Service Hub users. Service reps handling customer support tickets see claim history without leaving HubSpot. Tickets in Service Hub can link to related claims (via custom associations). Service Hub reports can include claim data for unified customer service analytics.
Learn more about Regure and HubSpot
Solutions for Agencies
See how insurance agencies use Regure with HubSpot for unified lead-to-claim customer lifecycle management.
Solutions for MGAs
Learn how MGAs use Regure and HubSpot to manage producer relationships, track submissions, and automate client communication.
Workflow Engine
Build custom workflows in Regure that trigger HubSpot actions and sync data between systems automatically.
Related Integrations
Ready to connect claims operations to HubSpot?
Book a demo with your HubSpot account. We'll show you contact sync, activity logging, and workflow automation in action.