How to Set Up the iSoftpull HubSpot Integration

How to Set Up the iSoftpull HubSpot CRM Integration


Overview

The iSoftpull HubSpot integration allows you to pull consumer credit reports directly inside the HubSpot CRM, keeping your workflow fast, secure, and centralized. Once installed, the integration automatically adds iSoftpull functionality to HubSpot contact records so your team can begin running credit reports right away.

This article walks through how to get access and install the integration.

Step 1: Get Access to the Integration

Before installing the app, access must be enabled on your iSoftpull account.

  • Existing iSoftpull customers: Access can be enabled with a quick call to the iSoftpull team.

  • New to iSoftpull: You can review pricing and get started online, or contact our team and we’ll help you choose the right plan and enable access.

View pricing & plans:
https://isoftpull.com/pricing

Call iSoftpull:
760-579-6171

Once access is enabled, you can proceed with installing the HubSpot integration.

Step 2: Install the App from the HubSpot Marketplace

  1. Log in to your HubSpot account.

  2. Click the Marketplace icon in the top navigation.

  3. Search for iSoftpull.

  4. Select the iSoftpull HubSpot app.

  5. Click Install app and follow the prompts.


Step 3: Connect Your iSoftpull Account

  1. During installation, you’ll be prompted to connect your iSoftpull account.


     2. Log in using your iSoftpull credentials.

     3. Click Done to complete the setup.

What Happens After Installation

After the app is installed:

  • The Credit Reports tab is automatically added to HubSpot contact records.

  • Users can run credit reports directly from contact records without additional configuration.

  • All credit report activity and files are associated with the contact record for easy access.

No manual object layout updates are required.

Permissions & Notes

  • You must have appropriate HubSpot permissions to install apps.

  • Credit report access and available bureaus depend on your iSoftpull account configuration.

Next Steps

Once the integration is installed, you’re ready to start running credit reports directly in HubSpot.

👉 Continue to: How to Pull a Credit Report in HubSpot Using iSoftpull


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