Integration
Connect Caruso to HubSpot
Bring your investor data out of fund administration and into the CRM your capital raising and investor relations teams actually use.
Your investor data is stuck in your fund admin platform
Fund managers running Caruso have a comprehensive dataset on every investor, entity, holding, and transaction in their portfolio. But that data lives inside a system built for compliance, unit pricing, and distributions. It was never designed for relationship management, marketing, or pipeline visibility.
The result is two disconnected worlds. Your operations team works in Caruso. Your capital raising and investor relations teams work in HubSpot — or spreadsheets, or both. Nobody has a single view of the investor relationship, and every reporting request turns into a manual reconciliation exercise.
Your investor data is comprehensive. It’s just locked in the wrong system for the teams that need it most.
A one-way sync from Caruso into HubSpot
Kongo builds a managed integration between Caruso’s GraphQL API and HubSpot, running on our own AWS infrastructure. Investor data flows automatically from Caruso into HubSpot on a scheduled basis, giving your team a complete, current picture of every investor relationship without touching a spreadsheet.
The integration is one-way. Caruso remains your system of record for fund administration. HubSpot becomes your system of action for investor engagement, capital raising, and reporting.
What data flows into HubSpot
Investor Accounts
Investor profiles, contact details, verification status, and login activity sync into HubSpot Contacts. Your IR team can see who they’re talking to and where each investor stands without switching systems.
Investing Entities
Companies, trusts, partnerships, and individual entities sync into a HubSpot Custom Object. Each entity carries its compliance data, accreditation status, and beneficial ownership details.
Holdings
Current fund positions, unit counts, and marked values sync into a HubSpot Custom Object. Your team can see what every investor holds across every fund, filterable by unit class, fund, or entity type.
Funds & Unit Classes
Fund metadata, NAV, inception dates, and unit class structures sync into HubSpot, giving your team the ability to filter and segment investors by fund.
Distributions
Distribution events, payment status, reinvestment preferences, and transaction history flow into HubSpot. Your team can identify investors approaching a distribution event or flag those with outstanding payments.
Allocations & Offers
Subscription pipeline data syncs into HubSpot Deals or a Custom Object, giving your capital raising team visibility over who has committed, who has paid, and where each allocation sits in the process.
Prospects
Caruso prospect records sync into HubSpot Contacts, feeding your capital raising pipeline. Every prospect that enters Caruso is immediately visible to the team managing outreach and follow-up in HubSpot.
Built on managed infrastructure
The integration runs on Kongo’s AWS infrastructure in the Sydney region. Caruso’s GraphQL API is queried on a scheduled basis, and data is transformed and written to HubSpot via the HubSpot API.
Sync frequency is configurable. Most clients run daily syncs, with the option to increase frequency for pipeline-critical objects like allocations and prospects.
Error handling, retry logic, and sync logging are built in. Kongo monitors the integration as part of our managed services offering, so your team never needs to troubleshoot API failures or field mapping issues.
We have done this before
Kongo has built and operates integrations between HubSpot and fund registry platforms including Automic and Boardroom. The pattern is the same: investor data locked in an administration system, fund managers who need it accessible in their CRM.
We build directly on the HubSpot API and the source platform’s native API. No middleware platforms, no iPaaS tools, no vendor lock-in. Every integration runs on infrastructure we own and manage, and every client gets a dedicated integration SKU with a documented sync scope, field mapping, and SLA.
As an Elite HubSpot Solutions Partner, we bring deep knowledge of HubSpot’s custom object model, association architecture, and reporting layer. We don’t just move data across. We make sure it lands in a structure your team can actually use.
Ready to connect Caruso to HubSpot?
Book a scoping call with our team. We’ll walk through your fund structure, identify which data objects matter most, and give you a fixed scope and price for the integration build.