From HubSpot
Claim context
- Contacts
- Companies
- Deals
- Activities
- Forms
- Attachments
Available
Claim management
HubSpot + Restoria
Restoria can turn HubSpot contacts, companies, deals, activities, and attachments into structured claim intake and keep approved client updates in sync.
How it moves
Claim context in. Review-ready work out.
Restoria uses the relevant API surface to read claim context and return only the work your firm approves.
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.
Back to HubSpot
Reviewed work
- Contacts
- Deal properties
- Notes
- Tasks
- Activities
Complete the workflow
Works well with HubSpot.
Available
Claim management
JobNimbus
Keep property jobs, contacts, documents, and tasks aligned.
View integration
Available
Email and files
Google Workspace
Connect Gmail, Drive, Docs, Sheets, Calendar, and Meet.
View integration
Available
Communications
RingCentral
Connect calls, messages, recordings, contacts, and follow-up.
View integrationConnect your stack
Put HubSpot to work on one claim.
Start with a live file and see the review-ready work Restoria prepares.