Seven engines. One connected commercial system.
The core loop runs each stage from first lead to renewal or a return purchase. The enabling layers run across all of them. Start with the ones you need.
The GTM Outcome Engine50+ integrations. The systems your business runs on.
Not just the ones with a native connector. Every integration is governed and monitored as part of the engine.
All integrationsYour share registry, in your CRM. Every holder matched and accounted for.
Holder records and holdings from Boardroom flow into HubSpot, matched on Boardroom’s own reference number, so your CRM agrees with your register.
A custom-built integration designed around your business logic, not a plug-and-play connector.
Your register is the truth. Your CRM should agree with it.
Boardroom holds the register: who your investors are and what they hold. HubSpot often holds something else, such as years of contacts imported from an old CRM with no reliable investor flag.
Boardroom records are entities, not people. A trust or company holds the units, and the registry identifies it by a reference number rather than a name. Matching on names or email alone creates duplicates and misses holders.
If your CRM cannot tell an investor from a lead, every investor communication is a guess.
Holder data matched on the right key.
We match every record on Boardroom’s holder reference number first and email address second. The reference number is stored on the HubSpot record, so each sync updates the same record rather than creating a new one.
Holder Entities
Each Boardroom holder syncs to an entity record in HubSpot, linked to the people behind it. A person can hold through several entities and still be one contact.
Holdings
Holdings per entity sync to HubSpot, so your team can see who is an investor, in which fund or security, and how much they hold.
Investor Status
Investor status comes from the registry link, not from a manual tick box. A contact linked to a holding entity is an investor. Prospects and leads stay as they are.
Completeness Checks
We reconcile a full Boardroom export against HubSpot, find holders missing from the CRM, and load them against the same reference number the sync uses.
Listed and unlisted funds registered with Boardroom.
If Boardroom runs your register and HubSpot runs your investor relations, this integration connects them. Your team sees current holders, and your reports agree with the register.
It also suits managers cleaning up a CRM after a migration, where the registry needs to decide who counts as a real investor.