Your leads are only as good as your follow-up. CRM & Marketing Integrations push every FindMyCU lead straight into the tools your team already works in.
No copy-paste
Connect HubSpot or Salesforce in a minute and every new lead lands there automatically — HubSpot contacts even move to “customer” when a lead becomes a member. For everything else, the FindMyCU Zapier app gives you New Lead and Lead Funded triggers and an Update Lead action — no developer needed — and signed webhooks work with Make or your own systems.
Close the loop
With leads in your CRM, you can track them all the way to a funded account and prove the channel's ROI end to end.
What's included
- Native HubSpot and Salesforce connectors
- Signed, retried webhooks for anything else
- New-lead and funded-member events
- Delivery status and retries
Frequently asked
Which tools are supported?
HubSpot and Salesforce natively, 6,000+ apps through the FindMyCU Zapier app, and anything that accepts a webhook. We don't add leads to marketing lists (like Mailchimp) automatically: an inquiry isn't consent to marketing email.
Is the sync automatic?
Yes. New leads flow into your CRM in real time, so your team follows up fast without manual exports.