Integrations
HubSpot
Get the companies Fundz finds, and the right people at them, into HubSpot without retyping anything.
Once HubSpot is connected you can:
- Push one company from its company page or from your Daily Leads, together with its contacts.
- Push a whole list. On a filtered list such as fundings, executives, acquisitions or companies, click Push to HubSpot to send every matching company and its related contacts. You get an email when it is done.
- Keep My targets in two-way sync. Each target becomes a HubSpot company with its stage, value, close date and next step. Contacts and notes go with it, and edits made in HubSpot come back to Fundz. HubSpot sync for My targets
Connect HubSpot
- Open Account, choose Integrations & Alerts, then click Integrations.
- On the HubSpot card, click Connect.
- HubSpot opens. Sign in if asked, choose the HubSpot account (portal) to connect, and approve access to companies and contacts.
- You come back to Fundz and the HubSpot card shows your portal number.
HubSpot push is included on every current plan. The number of rows you can push in one go depends on your plan; see Plans and pricing.
Push companies to HubSpot
- From a company page: click the HubSpot icon. Its tooltip reads Push to HubSpot, and it confirms with Pushed to HubSpot.
- From Daily Leads: use the same HubSpot icon on a lead.
- From a filtered list: set your filters, click Push to HubSpot, check the number of companies in the confirmation, and confirm.
Sync My targets
- Open My targets.
- Click Sync with HubSpot.
- The button then shows how many targets are in HubSpot. Click Sync now any time to push new targets and pull back edits, or Turn off to stop. Turning sync off does not remove anything already in HubSpot.
Ideas for your team
- Build a HubSpot view of companies Fundz pushed this week and work it in your Monday pipeline review.
- Use a HubSpot workflow to create a task for the account owner when a pushed company lands.
- Pair it with SmartSend so the first email references what just happened at the company.
Troubleshooting
If the HubSpot card says the portal uninstalled Fundz, click Reconnect on that card. Anything else, email support@fundz.net.
Last updated September 2026