↯  HubSpot Automation  ↯

Grow Your Credit Union & Automate The Busywork.

As a certified HubSpot Gold Partner with 16 years in credit union marketing, I build integration frameworks and implement automation systems that power the entire credit union member journey.

HubSpot Gold Solutions Partner
The framework

MemberGrid

MemberGrid is the HubSpot data framework developed by Substation from years of doing things the wrong way and learning from it. Four connected pipelines — lead, application, account, and member — that make one complete Member Journey inside HubSpot. This clean and transparent structure allows for everything below runs on.

Explore MemberGrid

Integration

Substation Marketing can seamlessly integrate data from any core, LOS, application software, or data warehouse into HubSpot with a custom-built API you own end-to-end, combining all of your data with valuable marketing insights.

Explore integration

Marketing

Track and nurture every lead from first touch to account opening. Unlock insights into website activity, build dynamic segments, trigger cross-selling drips, and engage members with timely, personalized messages.
Explore marketing

Member Experience

Build personalized onboarding journeys, perfectly segmented member communication, and account activity-triggered updates using HubSpot's Smart CRM, providing a 360 view of every member relationship.

Explore member experience

Sales

Enable sales with HubSpot's powerful lead management tool, including automated stages and a Smart CRM that does the work for you. Perfect for commercial lending, business development, or any team focused on the individual sale.

Explore sales
Why HubSpot?

Siloed Data into One Platform with Endless Possibilities.

Credit unions hold valuable data that, when harnessed, creates outstanding member experiences, drives growth, and improves members’ lives. Yet, this data often remains siloed across multiple systems, and custom segments are exported from these systems manually to process for marketing. With secure API data integrations and a rock-solid framework, HubSpot aligns this data into a Smart CRM to activate membership and automate operations.
01

Punch Above Your Weight

Using the same software as your largest competitor, your strategies can now build on one another and compound over time — rather than being limited to just a few manual campaigns each year.

02

Cut The Busywork

Automation handles the follow-ups, the nurtures, and the busywork so your team spends its time on strategy and setting a vision, not exports and manual reports.

03

Proof, not hunches

From first touch to funded loan, every action and result is tracked for each new member and account. You'll know exactly what's working and what to power down.

Let's Map Your Member Journey

Get in touch! Let's have a 10-minute chat or a 30-minute coffee break and talk shop. We can review your martech stack or our favorite Radiohead songs.

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