iSoftpull HubSpot Integration — Developer Testing Guide
Overview
This article provides HubSpot reviewers and developers with the instructions needed to install, configure, and test the iSoftpull HubSpot integration during the Marketplace submission review process.
The iSoftpull HubSpot integration allows credit reports to be pulled directly inside the HubSpot CRM. During testing, reports are generated using a sandbox environment and predefined test applicant profiles to validate workflow, data display, and report access.
Note:
This article is intended for HubSpot developers reviewing and testing the iSoftpull integration during the Marketplace submission process. If you are an iSoftpull customer or end user looking for setup or usage instructions, please refer to the following articles:
Step 1: Install the iSoftpull App (Developer Testing Link)
Because the iSoftpull app is not yet publicly listed in the HubSpot Marketplace, installation must be completed using the direct install link below.
Use this link to install the app into your HubSpot test account:
Follow the prompts in HubSpot to authorize and install the application.
Step 2: Connect the iSoftpull Test Account
During installation, you will be prompted to connect an iSoftpull account.
Use the iSoftpull test account credentials provided in the Marketplace listing submission for review and testing purposes.
Click Sign In when prompted.
Log in using the provided test credentials.
Click Done to complete the connection.
Step 3: Post-Installation Configuration (One-Time Setup)
After installation, a one-time configuration step is required to make the credit report functionality visible on HubSpot contact records.
In HubSpot, navigate to CRM → Contacts.
Open an existing contact record.
At the top of the record, click Customize and select Default view to open the layout editor.
Add a new tab and provide a name (for example, “Credit Reports”).
Select the new tab and click Add card.
From the Card Library, search for the iSoftpull Credit Report Summary card.
Select the card and click Add card.
Click Save to apply the changes.
Once saved, the Credit Report tab will be available on contact records.
Step 4: Run Sample Credit Reports (Sandbox Testing)
During testing, the integration operates in a sandbox environment. Only sample credit reports can be generated using the predefined test applicant profiles below.
Attempting to run a credit report using any other applicant data will result in an intentional no-hit response.
To save time, you may pre-populate the contact record with the test applicant information below. When you select Run Credit Report, the applicant details will automatically populate in the report form.
Test Applicant Profiles
| Applicant A |
| 7o0ish Credit Score |
| Personal Information |
| First Name | Steve |
| Last Name | Johnson |
| DOB | 08/15/1980 |
| SSN | 111111111 |
| Address |
| Street | 3557 Lancer Way |
| City | Carlsbad |
| State | California |
| Zip | 92008 |
| Applicant C |
| 500ish Credit Score |
| Personal Information |
| First Name | Susie |
| Last Name | Que |
| DOB | 06/15/1983 |
| SSN | 333333333 |
| Address |
| Street | 2270 Camino Vida Roble |
| City | Carlsbad |
| State | California |
| Zip | 92011 |
Input test applicant data using the exact format shown above.
How to Run a Credit Report
- Navigate to CRM → Contacts and open an existing contact record or create a new contact.
- Click the Credit Reports tab and select Run Credit Report.
- Choose the credit pull type (Soft Pull or Hard Pull) and select the desired credit bureau(s).
- Complete the credit report form using one of the test applicant profiles provided above. For hard pulls, date of birth and Social Security number are required.
- Confirm consent by checking the consent acknowledgement box and click Submit.
- Verify that a success message appears confirming that the report has been generated for each selected bureau.
- Close the confirmation window to return to the contact record.
Step 5: Viewing Credit Report Results
Once a report has been successfully generated, reviewers can validate both the full credit report workflow and the Credit Report Summary experience.
View or Download Full Credit Reports
1. Select either the Soft Pull or Hard Pull tab.
2. Within the Credit Report Summary section, click Full Credit Reports.
3. A slide-out panel will appear displaying available bureau reports.
4. Select the bureau tab corresponding to the report you would like to review.
5. Choose either:
* View Report – Opens the full credit report in a new browser tab.
* Download Report – Downloads the report file directly.
6. Verify the report opens or downloads successfully.
Review the Credit Report Summary
- Select either the Soft Pull or Hard Pull tab and choose the bureau report you would like to review.
- Click Open Report.
- If prompted, sign in using the iSoftpull test account credentials provided for Marketplace review.
- Verify that the Credit Report Summary loads successfully and displays consolidated credit information for the selected applicant, including:
- Credit score
- Account analysis
- Open account analysis
- Inquiries
- Collections
- Public records
- Tradeline and account summary information
- Verify that the corresponding applicant record can be accessed within the iSoftpull platform and that report information remains accessible after the report is generated (optional).
Refresh Report Testing (Optional)
1. Open an existing credit report from the Credit Reports tab.
2. Click Refresh Report.
3. Confirm the report refresh process completes successfully.
4. Verify that updated report information is available through both the Credit Report Summary and Full Credit Report options.
Notes for Reviewers
This integration is designed for testing with sandbox data only.
Only the test applicant profiles listed above will generate sample reports.
No live or real consumer credit data is accessed during testing.
If additional information or clarification is needed during review, please contact the iSoftpull team using the support details provided in the Marketplace submission.