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CRM integration

OmniaIQ + HubSpot

Push OmniaIQ verdicts and program matches straight onto the HubSpot contact and deal.

Quick answer

OmniaIQ writes every verdict — FICO band, DTI, program match, disposition — to the HubSpot contact and (optionally) creates or updates a deal in the pipeline stage you configure. No middleware required.

How it works

01

Lead submits your form

Any HubSpot form or embedded OmniaIQ form triggers a soft-pull verdict in under three seconds.

02

OmniaIQ writes to HubSpot

Custom properties are populated on the contact; a deal is created or updated in the stage you choose.

03

Workflows route automatically

Use HubSpot workflows to notify reps, enroll in nurture, or hand off to a scheduling tool based on the verdict.

Events sent

  • verdict.qualified
  • verdict.did_not_qualify
  • verdict.program_matched
  • verdict.needs_review

Fields mapped

  • omniaiq_verdict
  • omniaiq_fico_band
  • omniaiq_dti
  • omniaiq_program_match
  • omniaiq_run_id
  • omniaiq_run_at

Setup

  1. 1

    Install the OmniaIQ HubSpot app or drop a webhook URL into your HubSpot form.

  2. 2

    Choose which pipeline and stage new deals should land in.

  3. 3

    Map any custom OmniaIQ fields you want mirrored onto contact properties.

  4. 4

    Route with HubSpot workflows — nurture, notify, or schedule based on verdict.

Common use cases

FAQ

Do we need a HubSpot Enterprise plan?

No. Any HubSpot tier that supports webhooks and custom properties works, including Starter and Pro.

Is this real-time?

Yes — verdicts are written to HubSpot within seconds of form submit.

Can we trigger sequences on a qualified verdict?

Yes. Use a HubSpot workflow that watches the omniaiq_verdict property and enrolls the contact.

Does OmniaIQ create duplicate contacts?

No — records are matched by email or associated identifiers before creating new contacts.

Can we surface program matches on the contact record?

Yes. Program match is written to a dedicated property and can be exposed on any HubSpot card.

How is data secured in transit?

All calls are TLS-encrypted and signed with a shared secret.

Learn more about HubSpot at www.hubspot.com/ .

Connect OmniaIQ to HubSpot today.

Setup is same-day. We'll walk you through it live.

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