Integration

    Overview

    Vector (10)
    Requirements
    • Zywave API Access
    • HubSpot Portal (Pro/Enterprise)
    • 1406 Data Exchange Subscription
    • Contact Us for details
    Vector (11)
    Connection Details
    • Source: Zywave API (Accounts, Contacts, Plans)
    • Destination: HubSpot CRM
    • Objects: Companies, Contacts, Deals
    • Logic: Scheduled Sync

    Centralize Your Book of Business

    Sync accounts, contacts, plans, and carrier details so sales and service see policy data in HubSpot.

    • Account Sync: Import Zywave accounts as HubSpot Companies.
    • Contact Sync: Keep client contact info up-to-date.
    • Plan Sync: Sync insurance plans as Deals for renewals.
    • Carrier Data: Populate carrier and commission details on Deals.
    Our

    App Mapping Snapshot

    Source Object Direction Destination Object (HubSpot) What it enables
    Accounts → Companies Unified view of client organizations.
    Contacts → Contacts Up-to-date stakeholder information.
    Plans → Deals Tracking policy renewals and revenue.
    Carriers → Deal Properties Visibility into carrier relationships.
    Our

    App Functionality

    Policy Tracking
    Deals Renewals
    Syncs plan dates, premiums, and status for accurate forecasting.
    Carrier Details
    Enrichment Properties
    Populates billing and issuing carrier info on deals.
    Broker Assignment
    Ownership Users
    Maps Zywave users to HubSpot owners.
    Custom Fields
    Flexibility Mapping
    Supports mapping of Zywave custom fields to HubSpot properties.

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    1406 has earned the credentials recognizing our commitment to outstanding performance on complex solution implementations, deep technical skills, and the ability to integrate the HubSpot platform under rigorous business policy environments.

     

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