How to Pull a Credit Report in HubSpot Using iSoftpull

How to Pull a Credit Report in HubSpot Using iSoftpull

Overview

With the iSoftpull HubSpot integration installed, you can pull consumer credit reports directly inside the HubSpot CRM. This allows teams to review credit data, pre-qualify customers, and manage reports without switching between apps or platforms.

This article walks through how to run a credit report, review the results, and access full reports directly from a HubSpot contact record.

Step 1: Navigate to a Contact Record

  1. Log in to HubSpot.

  2. Go to Contacts.

  3. Open an existing contact or create a new one.

  4. Select the Credit Reports tab on the contact record.


Step 2: Start a New Credit Report

  1. Inside the Credit Reports tab, click Run credit report.

  2. Choose the report type:

    • Soft Pull

    • Hard Pull

  3. Select the credit bureau(s) you want to run the report from (Experian, Equifax, and/or TransUnion).


Step 3: Enter Applicant Information

The credit report form will open.

  • The applicant’s first and last name are automatically pre-populated from the HubSpot contact record to help save time and reduce manual entry.

  • Review the information and complete any additional required fields.

  • For hard pulls, additional information such as Social Security number and date of birth will be required.

When ready, click Submit.


Step 4: Confirm Report Success

After submitting the form, success messages will appear confirming that the credit report has been generated for each selected bureau.

Once complete, close the confirmation window to return to the contact record.


Step 5: Review the Credit Report Summary

After a report is pulled, the iSoftpull Credit Report Summary appears within the Credit Reports tab on the contact record.

Here you can quickly review key credit details, including:

  • Credit score

  • Inquiries

  • Collections

  • Public records

  • Score reason codes

  • High-level tradeline and account metrics

This summary allows teams to evaluate credit data directly within HubSpot.


Step 6: View Score Reason Codes and Tradeline Details

You can expand sections within the report summary to view additional insights, such as:

  • Credit score reason codes

  • Account and tradeline summaries

  • Open accounts and account analysis


Step 7: View or Download the Full Credit Report

To access the full credit report:

  1. Click Full credit reports within the Credit Reports tab.

     2. A slide-out panel will appear where you can:
  1. View the full credit report
  2. Download the full report

All reports remain associated with the contact record for easy future access.

Step 8: Refresh an Existing Credit Report

If updated credit information is needed:

  1. Click the Refresh report button within the Credit Reports tab.

  2. The report will be re-pulled and updated directly in the contact record.


Customizing the Credit Report Summary

iSoftpull account admins can customize which data points appear in the credit report summary by adjusting the Report Summary Settings within the iSoftpull app.

To learn how to configure these settings, see:
👉 How to Customize Your Credit Report Summary

Where Reports Are Stored

  • All pulled credit reports are attached to the HubSpot contact record.

  • Previously pulled reports remain accessible for review, downloading, and compliance purposes.

Need Help?

If you have questions about pulling credit reports or using the integration, contact the iSoftpull team:

Phone: 760-579-6171

Haven’t Installed the Integration Yet?

Before you can pull credit reports in HubSpot, the iSoftpull integration must be installed and connected.

If you haven’t completed setup yet, see:
👉 How to Set Up the iSoftpull HubSpot Integration



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