The operating system for introducer-led growth
RQ helps professional firms send, manage, and prove referrals — with built-in compliance, clear tracking, and real visibility across the firm.
HubSpot — Frequently Asked Questions
Who is the HubSpot integration for?
For professional teams using HubSpot (financial planners, accountants, and other firms) who want a clear, consistent way to manage referrals from introducers and clients directly alongside their CRM workflow.
Is there a cost for the HubSpot integration?
The integration requires an RQ Professional plan and an active HubSpot subscription. Once both are in place, you can connect the systems in a few minutes.
What information syncs from RQ into HubSpot?
When you log a referral in RQ, the following is pushed into HubSpot: client details, service referred, notes captured at referral, and a new lead if no matching HubSpot contact exists. If a match is found in HubSpot (by email), the referral links to that existing record.
What information syncs from HubSpot back into RQ?
RQ pulls back lead status updates, client lifecycle changes, and fees generated (if enabled). These updates appear in the referral case in RQ automatically.
How often does HubSpot syncing occur?
Syncing is automated and frequent. RQ regularly checks HubSpot for status or fee changes so referral records stay current without manual refresh. Updates usually appear in RQ shortly after they change in HubSpot.
Do I need to trigger a HubSpot sync manually?
No. Once the integration is live, syncing happens automatically without manual steps.
How does RQ match clients with HubSpot records?
RQ checks for a matching HubSpot client using the client's email address. If a match is found, the referral links to that record. If no match is found, RQ creates a new HubSpot lead.
Does RQ overwrite any data in HubSpot?
No. RQ only writes new referral information and creates leads. It does not overwrite existing CRM data such as contact details or core records.
Is the HubSpot integration secure?
Yes. All data is encrypted, and RQ is designed for regulated firms handling sensitive client information.