Hatch
Hatch connects your Intelliflo data with HubSpot.
Hatch keeps client records synced between Intelliflo Office and HubSpot, ensuring data stays accurate across both platforms. Advisers can schedule simple, one-off bulk imports of new clients from Intelliflo Office into HubSpot, making it easy to keep pipelines fresh.
When a contact’s Service Status changes in HubSpot, Hatch automatically pushes them into Intelliflo Office as a client, enabling a smooth handover from marketing to operations. This seamless flow reduces admin, improves consistency, and strengthens every stage of the client journey.
Improved marketing performance
A two way sync of data reduces admin and enables you to deliver better segmented and more target comms to clients and prospects.
Improved lead capture and conversion
The Hatch App will push prospect data into Intelliflo, enable automated lead nurturing and remove the need for re-keying, ensuring accurate data and improving the client onboarding process.
Track marketing ROI
Hatch unifies your data to remove silos across the business and enables you to track marketing performance and lead conversion rates by channel, adviser and source.
When you visit any of our sites, bits of information (i.e., cookies) may be stored or retrieved on your browser. We use these cookies to improve our site operations and remember your preferences for interacting with us. Because we respect your right to privacy, you can choose not to allow some types of cookies (e.g., those that directly identify you). Click on the different cookie category headings under ‘view preferences’ to find out more and customize your default settings. Please note that blocking some types of cookies may impact your site experiences and the services we are able to offer.
Strictly Necessary/Functional cookies Always active
Preferences
Analytical/Performance cookies
Targeting cookies