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.
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:
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.
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.
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.
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.
After configuration, navigate to CRM → Contacts and open an existing contact record or create a new contact.
Click the Credit Report tab.
Select Run a Credit Report.
Choose the credit pull type.
Soft pull: Name and address required
Hard pull: Name, address, date of birth, and Social Security number required
Select the credit bureau or bureaus.
Click Submit.
Once a report is successfully pulled:
A report summary appears within the Credit Report tab on the contact record.
Key details such as credit score, score reason codes, and tradeline overview are displayed.
Click View Full Reports to open or download the full credit report files.
All report data and files remain associated with the HubSpot contact record for easy access.
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.