Kaaj raises $3.8M in seed funding to power the future of small business lending 🎉Read more

HubSpot overlay

Keep HubSpot automations. Overlay the credit file.

Kaaj sits on HubSpot without becoming a second CRM. Inbound application email can still create deals and contacts in HubSpot. Kaaj analyzes the package and writes structured KYB, bank findings, and memo outputs back onto that deal. Pipeline automations stay yours. Trigger with a button if you do not want every inbound file to spend a credit.

Map this overlay →All integrations

What moves

Into HubSpot

Deal outputsMapped properties for KYB, spreading, exceptions, and memo links.
Package associationThe analysis attaches to the HubSpot deal created from email or portal, not a parallel record.

What stays

Still your system of record

HubSpot CRMContacts, companies, deals, sequences, and stage automations.
LOS if presentIf an origination system sits downstream, it remains the funding record.

Handoff

However you want to connect

Email-to-deal can stay in HubSpot. Kaaj then runs on that deal via button, webhook, or API. Do not let HubSpot email and a Kaaj inbox both create the application unless you have a join key. API docs.

REST API

Push a package in and pull structured findings, exceptions, and memo fields out. You own the mapping into your objects.

Webhook

Kaaj posts JSON when analysis finishes. Your team maps the payload. Useful when Salesforce times out on a long synchronous call.

Button or manual trigger

Credit or ops fires analysis on the files they choose, so credits do not run on every inbound email or portal upload.

Email and file drop

Ingest from a shared inbox, OneDrive, SharePoint, Google Drive, or Dropbox, then write the result back to the system of record.

Implementation

Scope the field map before go-live

  1. 01

    Keep HubSpot as the creator of deals and contacts if that is today’s workflow.

  2. 02

    Map Kaaj outputs onto deal properties credit already looks at.

  3. 03

    Choose button vs automatic so sequences do not fire analysis on incomplete mail.

  4. 04

    UAT with a real inbound application email, not a cleaned demo file only.

FAQ

HubSpot overlay questions

Can HubSpot create deals and contacts from inbound application email and still keep the existing pipeline automations?

Yes. Leave HubSpot as the CRM that opens the deal. Kaaj overlays analysis on that record. Automations stay in HubSpot; they do not have to move into Kaaj.

Can the write-up land automatically in HubSpot after analysis?

Yes, via webhook or API onto the mapped properties. Use a button if you want a human to start analysis after the package is complete.

Does Kaaj replace HubSpot?

No. HubSpot remains the relationship CRM. Kaaj is the underwriting overlay on the package attached to the deal.

Continue

Related pages

All Kaaj integrations →Named CRM, LOS, intake, and API overlays. You choose the handoff method.Kaaj + Salesforce →Same overlay when Salesforce is the CRM.Platform comparisons →When the vendor is also an LOS or competitor, score overlay versus replacement there.Kaaj product →Package intake through memo, with human review before the handoff.Data security →SOC 2 Type II public posture and trust-center path for security review.