The HubSpot integration connects your institution’s HubSpot CRM lists directly to the Larky platform. Complement HubSpot email campaigns with Larky nudge campaigns for a multi-channel approach. HubSpot lists are automatically imported into Larky, ensuring your most up-to-date marketing data always powers your nudge campaigns, no manual exports or CSV uploads needed.
| Note: For best results, Larky recommends creating a campaign with 4-5 nudges. Follow-up nudges will drive 50-60% more engagement on your use case. Check Larky's Campaign Gallery for campaign templates. |
Cross-Selling
Next Best Product Campaigns: Build HubSpot lists of account holders who qualify for a specific product based on CRM data, lifecycle stage, or engagement history, and sync those lists to Larky to deliver timely nudges promoting CDs, Money Market accounts, credit cards, auto loans, mortgages, HELOCs, and more.
Nudge 1 Grow your savings! 💰📈 Your money could be growing with our competitive Money Market rates. Tap to explore your options today! |
Nudge 2 Lock in a great rate! 🔒✨ A CD is a smart, low-risk way to grow your savings on your terms. Tap to see our latest rates! |
Nudge 3 Ready for your next step? 🚀 We have products designed to fit your financial goals. Tap to see what’s available for you! |
New Account Holder Onboarding
Activation Campaigns: Use HubSpot data properties to build lists of newly joined account holders for onboarding nudge series. Drive early activation of direct deposit, eStatement enrollment, bill pay, and other key features that increase long-term retention.
Nudge 1 Welcome aboard! 🎉🏦 Get more from your membership by setting up direct deposit today. Tap to get started! |
Nudge 2 Go paperless! 📥✅ Enroll in eStatements and get your documents securely in the app. Tap to sign up now! |
Nudge 3 Pay smarter! 💳⚡ Manage all your bills in one place right from your phone. Tap to learn more about Bill Pay! |
Abandoned Applications
In-Progress Reminders: Target account holders with incomplete loan or account applications in HubSpot and Larky, and automatically nudge them with timely reminders to return and complete their applications before the opportunity closes.
Nudge 1 You’re almost there! 📋👀 You started an application, and it’s waiting for you. Tap to pick up right where you left off! |
Nudge 2 Don’t miss this rate! ⏰💸 Your application is still open, and your rate is waiting to be locked in. Tap to finish and secure it today! |
Nudge 3 Don't forget your application! 🚨📝 Your application is still incomplete. Tap now to complete it and get a fast decision! |
Lifecycle Moments
Life-Stage Targeting: Build HubSpot lists around life events such as CD maturity, retirement age, student loan eligibility, or homeownership readiness, and sync them to Larky for precisely timed nudge campaigns.
Nudge 1 Your CD is maturing! 📅💰 Your CD is approaching its maturity date. Tap to review your options before it auto-renews! |
Nudge 2 Time to reinvest? 🤔📈 Your CD is maturing, and we have great rates to keep your money growing. Tap to explore your next move! |
Nudge 3 7 days left on your CD! ⏳🔔 Your CD matures soon, and your funds need a plan. Tap now to decide what happens next! |
By connecting HubSpot to Larky nudge, your institution can put your CRM data to work, delivering personalized, always-current nudge campaigns that drive product adoption, deepen account holder relationships, and keep your institution top of mind. Have questions? Email us at support@larky.com.
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