RQ x HubSpot: now in beta
Our HubSpot integration is now in open beta. Sync referrals straight into HubSpot as contacts and deals, keep your sales team in the system they...
RQ x HubSpot: now in beta
Our HubSpot integration is now in open beta. Sync referrals straight into HubSpot as contacts and deals, keep your sales team in the system they already use, and stop double-keying leads.
HubSpot is one of the most-requested CRMs from our community, and today we're opening up the beta to every firm on RQ.
If your sales or growth team already lives in HubSpot, you no longer need to copy referrals across by hand or rebuild reporting in two places. Referrals captured in RQ now flow into HubSpot automatically, with the right contact, company, and deal records created for you.
What's in the beta
- Two-way sync between RQ and your HubSpot account
- New referrals create or update HubSpot contacts and companies, with no duplicates
- Referrals appear as HubSpot deals, with stage, value, and source mapped to your pipeline
- Inbound leads from Direct Capture forms flow through to HubSpot the same way
- Owner assignment respects your HubSpot routing rules
- Status updates in RQ keep the matching HubSpot deal in step
Why it matters: your sales team stays in HubSpot, your referrers stay in RQ, and the data lines up across both. No more lost leads or reconciliation spreadsheets at the end of the quarter.
Built around how firms actually work
We've spent the last few months working with early-access firms to make sure the integration fits real workflows, not the demo version of them.
A few of the things we changed based on that feedback:
- Custom referral statuses now map cleanly to HubSpot deal stages, so reporting stays consistent
- Adviser to owner matching is smarter, with a clear fallback when there's no perfect match
- Warnings flag any record that needs your attention, instead of silently failing
- Setup is now a single configuration page, not a multi-step wizard
Who it's for
The HubSpot integration is built for any firm running its sales or marketing motion in HubSpot, including:
- Financial planning and wealth firms using HubSpot for prospect tracking
- Accountancy practices with a dedicated business development team
- Law firms managing inbound enquiries and panel relationships in HubSpot
- Multi-office groups standardising reporting across teams
If you're using HubSpot to track leads, deals, or marketing activity, the integration will pay back the time you currently spend reconciling RQ with your CRM.
How to join the beta
The beta is open to every firm on RQ. To get set up:
1. Email the team at [[email protected]](mailto:[email protected]) with the subject line HubSpot beta
2. We'll send you the connection link and a short setup guide
3. Connect your HubSpot account and pick the objects you want synced
4. Your first referrals start flowing through within minutes
The beta is free for existing customers while we finish polishing the experience based on your feedback. We'll let you know in good time before it moves to general availability.
What's next
We're already working on the next round of improvements:
- Deeper field mapping for custom HubSpot properties
- Marketing-list sync for refer-a-friend campaigns
- Workflow triggers, so HubSpot automations can fire on referral events
If there's something specific you'd find useful, let us know. The roadmap is being shaped in real time by the firms in the beta.
Ready to try it? Email [[email protected]](mailto:[email protected]) and we'll get you onboarded this week.