HubSpot + Restoria

Restoria can turn HubSpot contacts, companies, deals, activities, and attachments into structured claim intake and keep approved client updates in sync.

Start with HubSpot See supported workflows

Create your account, then connect HubSpot from your claim workspace.

How it moves

Claim context in. Review-ready work out.

Restoria reads the claim details you approve and returns only reviewed work.

HubSpotAPI connection

Sync

Restoria claim agentFirm review stays in control

Prepare

Approved work in HubSpot Contacts · Deal properties · Notes

Supported workflows

Use HubSpot across real claim work.

01
Turn intake into a claim
Map contacts, companies, deals, forms, and notes into a complete intake record.
02
Qualify and route leads
Use source, property, loss, and pipeline details to prepare firm follow-up.
03
Keep communication connected
Bring emails, calls, meetings, and attachments into the working claim context.
04
Return reviewed updates
Sync approved notes, activities, properties, and pipeline changes to HubSpot.

Data objects

The records Restoria can work with.

From HubSpot

Claim context

Contacts
Companies
Deals
Activities
Forms
Attachments

Back to HubSpot

Reviewed work

Contacts
Deal properties
Notes
Tasks
Activities

Connect your stack

Put HubSpot to work on one claim.

Start with a live file and see the review-ready work Restoria prepares.

Start with HubSpot

Claim context in. Review-ready work out.

Use HubSpot across real claim work.

Turn intake into a claim

Qualify and route leads

Keep communication connected

Return reviewed updates

The records Restoria can work with.

Claim context

Reviewed work

Works well with HubSpot.

JobNimbus

Google Workspace

RingCentral

Put HubSpot to work on one claim.