HubSpot
CRM and customer platform for sales, service, and marketing
Polygrade integrates with HubSpot, a policy, risk, or CRM platform. HubSpot is a CRM and customer platform many warranty and service contract operators use for sales, marketing, and customer service alongside their claims systems. Polygrade authorizes claims against the context it holds and writes decisions back.
HubSpot is a CRM and customer platform many warranty and service contract operators use for sales, marketing, and customer service alongside their claims systems. Polygrade reads the context HubSpot already holds and authorizes the claim against it, writing the decision, and everything that led to it, back as the record of what happened.
What Polygrade does with HubSpot
Polygrade captures claim data 24/7 through web form, chat, SMS, and voice, and validates it against the coverage HubSpot holds, customer records and support tickets, before authorizing repair versus replace, or approving inside your configured thresholds.
The context that reaches HubSpot isn’t a call transcript, it’s a structured SMS conversation. Polygrade triages the homeowner over text, with 80 to 83 percent responding, and that exchange is what populates the fields HubSpot needs to authorize the claim correctly the first time.
From there, Polygrade sources parts across suppliers, tracks the order, and validates the resulting invoice against the authorization record before payment releases, with every decision written back to HubSpot alongside the confidence level it was made at.
How the HubSpot connection works
HubSpot’s API supports contact and ticket data exchange, which is where Polygrade reads customer context and writes claim status.
Where HubSpot doesn’t expose a field Polygrade needs, a Forward Deployed Engineer builds the mapping during deployment rather than asking HubSpot to change. Authorization, parts, and payment can go live against HubSpot independently of each other.
What stays in HubSpot
Sales pipeline, marketing automation, and support ticketing outside the claim stay inside HubSpot.
What changes is how much of the authorization decision a person has to make by hand. Polygrade applies your business rules against the context in HubSpot and routes only the exceptions to a reviewer.
Data handling and security
The connection to HubSpot runs on a company-specific Polygrade instance, one carrier’s policy and claim data are never accessible to another. Polygrade is SOC 2 compliant, with both Type I and Type II audits complete.
Every authorization decision carries a confidence level and the inputs it drew from HubSpot, and is logged. Decisions above your configured value or confidence thresholds route to a person before anything executes.
Deploying the integration
A dedicated Forward Deployed Engineer works with your team to build and maintain the HubSpot connection, mapping the specific fields and authorization rules your program already runs on.
Frequently asked questions about Polygrade and HubSpot
Does Polygrade replace HubSpot?
No. HubSpot remains the system of record for the underlying policy and case data; Polygrade executes the authorization decision and the work that follows it.
How does Polygrade connect to HubSpot?
HubSpot’s API supports contact and ticket data exchange, which is where Polygrade reads customer context and writes claim status. Where no interface exists, a Forward Deployed Engineer builds the connector during deployment.
Are authorization decisions against HubSpot auditable?
Yes. Every decision carries a confidence level and the specific inputs from HubSpot it was based on, and is logged for review.
