Case Study
How we built a two-way Finsure and HubSpot sync for a mortgage brokerage
A mortgage brokerage was losing hours every week to the same job nobody wanted: re-typing the same client and deal information between the systems they run their business on. New enquiry in one place, then keyed again into the CRM. A deal moves a stage, and someone updates it by hand. It worked, but it was slow, easy to get wrong, and it never stopped.
What was built
- Two-way Finsure and HubSpot sync, built with n8n.
- Ran four times a day, moving contacts and deals across loan stages and cleaning up duplicates.
- Handed over with a Loom walkthrough and a written guide.
The problem
Like most brokerages, they had a loan-origination system and a separate CRM, and the two did not talk to each other. Every new contact, every deal, every stage change had to be entered twice. That was a lot of small manual actions every week, each one a chance for a typo or a missed update, and collectively a big chunk of someone's time spent on data entry instead of clients.
What we built
We built n8n workflows that synced the two systems on their own, both ways, between Finsure and HubSpot. New contacts and deals went across and moved through the loan stages, mapped to the right fields, with no one touching a keyboard. It ran four times a day, and duplicate deals were cleaned up along the way. This is the kind of CRM integration work we do.
- Contacts synced automatically: a new client went from Finsure into HubSpot without being typed twice.
- Changes went both ways: an update made in either system showed up in the other.
- Deals moved across loan stages: move a deal forward and HubSpot caught up at the next run.
- Field mapping handled once: the data landed in the right place.
- Ran unattended: four times a day in the background, no manual sync.
The result
The sync ran four times a day, both ways. Contacts and deals moved across the loan stages without anyone re-typing them, and duplicate deals were cleaned up. It was handed over with a Loom walkthrough and a written guide.
The tools
Built on n8n, connecting their existing systems: no new platform to learn, no rip-and-replace. They own the whole thing outright, with no lock-in.
Sound familiar? Book a free 30-minute call. Show us the two systems and we'll tell you honestly whether a sync is worth building.
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What Hunt & Hawk said
Integration Project"Ben was excellent to work with on our integration project. He quickly understood our requirements and delivered a solution that was both reliable and scalable. Communication was clear throughout, and he was proactive in solving challenges before they became issues. The end result worked seamlessly and saved us a significant amount of time."