Leapware

A look at the Creditsafe data structure in HubSpot

09 June 2026Updated 09 June 2026
  • Creditsafe
  • Tutorial

Creditsafe doesn't just show you a report, it structures financial data directly into your CRM.

Content

Sixty properties. Four groups. Fully organized.

During installation, the Creditsafe app automatically creates approximately 60 custom properties in HubSpot, organized into four logical groups: Identification, Company Summary, Credit Rating, and Company Information. This tutorial walks you through each group and shows how to use properties like Credit Score, Credit Limit, and Days Beyond Term in workflows and approval processes without ever touching your existing HubSpot fields.

 

Watch the tutorial for a full walkthrough of the data structure.

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