Creditsafe

Strengthen your sales with up-to-date risk and company data from Creditsafe.

HubSpot Integrations >> Integrations >> Creditsafe

Creditsafe by Invise - Integration Overview

HubSpot Integration with Creditsafe

Creditsafe provides you with powerful real-time business information – from credit scores and payment remarks to detailed corporate structure. HubSpot’s built-in data enrichment (HubSpot Insights) covers only very basic information and lacks the financial precision and coverage that Creditsafe offers – especially for companies operating in the Nordics and across Europe.

By connecting Creditsafe to HubSpot, sales teams gain access to real-time financial insights – particularly valuable for B2B companies where creditworthiness directly impacts the deal.

Integration Features

Simple financial data sync

Connect your HubSpot contacts, deals, and companies to Creditsafe and get a complete view of your customers’ financial status – directly in the CRM. Combine this with marketing and sales data to build a more comprehensive customer profile.

360-degree insight into customer interactions

Avoid fragmented data sources by consolidating financial details and interaction history within HubSpot. Use these insights to make data-driven decisions and deliver more relevant, personalized experiences.

Risk assessment in the sales process

Access credit scores, payment remarks, and risk indicators already during prospecting and before quoting. Prioritize the right customers and act proactively on financial warning signs.

Real-time data and monitoring

Creditsafe data in HubSpot enables you to track changes in credit status and company structure in real time. This gives your sales team control over financial risk at every stage of the customer journey.

Integrations so great you’ll never want anything else

Custom integrations

In addition to predefined integrations, which you can find on the HubSpot App Marketplace, Invise offers customized integrations that align your business goals with your IT architecture.

Our integrationsplatform InviSIP™

If you lack an integration platform today or are thinking of moving to a cost-effective and secure management, our AWS-based platform InviSIP™ has everything you could wish for.

IT architecture built on experience

Sometimes you need to take a step back and sort out the spaghetti technique you're stuck with. Here, our senior IT architects support by creating scalable process flows and cost-effective data structure.

Do you need a cost estimate?

fredrik-landstrom-3 — Hi! My name is Fredrik, and I'm happy to help you with your integration project.

What we need from you in order to provide the best follow-up possible is that you try to answer these questions as well as you can:

Which systems do you want to integrate?
Which use cases should be supported?
What are must-haves and what are nice-to-haves?
Approximately how large data sets are we talking about?
Does the synchronization have to take place in real time or is it sufficient to update daily?
Do you want us to take responsibility for the entire work, or do you want us as an advisory party?
Do you have an existing integration platform or something else we should know about?

If you don't have an answer to one or more of the questions above, that's of course no problem - we'll help you come up with a good requirement specification!