How to Set Up the iSoftpull HubSpot CRM 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. Be sure to review our How to Pull a Credit Report in HubSpot article after you finish the setup process.

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.

Step 4: Post-Installation Configuration (One-Time Setup)

After installing and connecting the iSoftpull HubSpot integration, there is a one-time configuration step required to make the Credit Reports tab visible on HubSpot contact records.

This step ensures your team can access and run credit reports directly from contact records.

Add the iSoftpull Credit Report Tab to Contact Records

  1. Log in to your HubSpot account.

  2. Navigate to CRM, then Contacts, and open any existing contact record.

  3. At the top of the contact record, click Customize, then select Default view to open the layout editor.

         4. In the layout editor:
  1. Add a new tab and give it a name (for example, “Credit Reports”).
  2. Select the new tab and click Add card.

    5. From the Card Library:
  3. Search for iSoftpull Credit Report Summary.
  4. Select the card and click Add card.












          6. Click Save to apply the changes.

Once saved, the Credit Reports tab will appear on contact records and is ready for use. Users can now run and view credit reports directly within HubSpot.

This configuration only needs to be completed once.

Permissions & Notes

  • You must have appropriate HubSpot permissions to install apps & edit contact layout.

  • 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