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Using PolicyAssist and Marketplace with HubSpot

Many agencies already use HubSpot as their CRM. With GloveBox, you don’t have to choose between systems—our PolicyAssist and Marketplace features can work directly with HubSpot to streamline your workflows.

This article outlines how the integration works and how to get started.

How the Integration Works

When a client submits a request through PolicyAssist or starts a quote in Marketplace, GloveBox can automatically create records in HubSpot:

  • PolicyAssist Requests → HubSpot Tickets

    Every service request submitted through PolicyAssist can generate a ticket inside HubSpot. This allows your service team to manage requests directly within their existing HubSpot Service Hub pipeline.

  • Marketplace Quotes → HubSpot Deals

    When a client uses the Marketplace to request new quotes, GloveBox can generate a deal in your HubSpot Sales pipeline. This ensures every opportunity is tracked, assigned, and followed up with inside your CRM.

By syncing these workflows, your staff can work entirely in HubSpot without needing to re-enter or duplicate data.

Benefits of Connecting to HubSpot

  • Single System of Action – Keep service and sales requests in HubSpot where your team already works.
  • Improved Tracking – Ensure PolicyAssist tickets and Marketplace opportunities don’t get lost in emails or spreadsheets.
  • Faster Response Times – Route requests automatically to the right pipelines and team members.
  • Better Reporting – Use HubSpot dashboards to measure service volume, sales opportunities, and close rates.

How to Set It Up

  1. Confirm Your HubSpot Plan
    • Tickets require HubSpot Service Hub.
    • Deals require HubSpot Sales Hub.
  2. Enable the Integration
    • Contact GloveBox support to connect your HubSpot account.
    • You’ll authenticate via HubSpot’s secure connection.
  3. Configure Routing Rules
    • Decide which pipelines new tickets and deals should go into.
    • Map any required fields (such as product line, policy type, or priority).
  4. Test the Workflow
    • Submit a sample PolicyAssist request → verify a ticket is created.
    • Submit a Marketplace quote request → verify a deal is created.
  5. Train Your Team
    • Make sure staff know that all client submissions will now appear in HubSpot.
    • Update any internal SOPs to match the new process.

The Bottom Line

If your agency uses HubSpot, you can integrate PolicyAssist and Marketplace directly into your CRM. This eliminates duplicate entry, improves tracking, and makes sure no client request slips through the cracks.

Your service team manages requests in HubSpot Tickets, your sales team works opportunities in HubSpot Deals—and your clients get faster, better service.