Lending, wealth & insurance CRM · Sales Hub

Lentra to HubSpot

Cloud-native digital lending platform for banks and NBFCs. It covers loan origination (GoNoGo), loan management (1LMS), MLOps, data transfer (TransferX), KYC, collateral, document management and co-lending modules.

In short

Lentra data can move into HubSpot, landing mainly in Sales Hub. 0 of 5 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 3-5 weeks for a small move and 10-20 weeks for a large one.

Last reviewed 2026-10-29 · Also relevant to Marketing, Service, Data hubs · 5 sources

1 · Checklist

Migration checklist for Lentra

Three phases, specific to this system. Tick steps off as you go.

0 of 15 steps doneTick steps off as you go. Your progress stays in this browser.

Before

0 of 5 done

During

0 of 5 done

After

0 of 5 done
2 · Cost

What will it take?

No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.

How many records?
Custom objects?
Automation to rebuild?
History to bring?

A planning aid built from the three scenarios below. It is not a quote.

The three scenarios

low complexity

Small migration

3-5 weeks

up to 10k contacts/applications

Flat extracts, CRM-only scope.

medium complexity

Mid migration

6-10 weeks

10k-250k

Partners, households and pipeline rebuild.

high complexity

Large migration

10-20 weeks

250k+

Ongoing sync, multiple modules, compliance review.

What moves the number

Vendor assistance fees for extracts or API accessNumber of Lentra modules and data sourcesOngoing sync of loan status between systemsData minimisation and compliance reviewPipeline and partner-model redesign in HubSpot

Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.

3 · Where to begin

Access, mapping and limits

Start with how data leaves Lentra: what you need to get in, what lands in HubSpot, and what will not.

API

Proprietary REST-style APIs (type unconfirmed); provided under a commercial engagement

Credentials needed

Vendor-issued API access or data extracts, arranged through Lentra account or support teams

Choose your route

How will you move the data?

No native connector was found.

  • You need: Vendor-issued API access or data extracts, arranged through Lentra account or support teams
  • Permission: To confirm

Native imports often bring over only some data, so check coverage per object in the mapping below.

Where each object lands

yes movespartialmanualno

In Lentra

In HubSpot

Contacts
Companies
Deals
Custom objects
Select an object

Hover or tap anything on the left to see where it lands.

What to expect

Loan origination, loan management and underwriting logic (BREx rules, credit policies)

These are lending-engine functions, not CRM data; HubSpot has no equivalent.

Bureau pulls, KYC and video-KYC artefacts

Regulated data that should remain in the specialist system.

4 · Governance

Data governance and compliance

Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.

0 of 5 agreed
Method

How we researched this page

How much to trust each section, and where it comes from.

InsufficientPartialVerified

Product is confirmed as a lending platform, but Lentra publishes no public API docs or export documentation. Access, export and object mapping rest on category-level knowledge and a third-party profile. HubSpot-side docs were not consulted.

Sources

Related migrations

Quick answers

Frequently asked questions

How do I migrate Lentra to HubSpot?

1. Confirm with Lentra which modules are licensed (GoNoGo, 1LMS, others) and which hold the data to export. 2. Request the data dictionary, extract or API access terms, and export formats in writing. 3. Define which entities stay in Lentra (loan accounts, KYC, underwriting) and which go to HubSpot. 4. Create HubSpot custom properties for the Lentra customer ID, application ID and loan product.

What does not move from Lentra to HubSpot?

Loan origination, loan management and underwriting logic (BREx rules, credit policies) and Bureau pulls, KYC and video-KYC artefacts. Plan to rebuild or retire these.

How long does a Lentra to HubSpot migration take?

Small (up to 10k contacts/applications): 3-5 weeks. Mid (10k-250k): 6-10 weeks. Large (250k+): 10-20 weeks. These are planning estimates, not a quote.

What access do I need to export from Lentra?

Vendor-issued API access or data extracts, arranged through Lentra account or support teams

Is there a native HubSpot connector for Lentra?

No native connector was found. Plan a CSV, API or third-party tool route.

What compliance issues apply when moving Lentra data?

Check: Financial and credit data, Government ID / KYC, Possible minors or co-applicants and Lending regulations (e.g. RBI, if India-based). Agree consent, retention and access rules before exporting.

Talk to a partner

Moving Lentra into HubSpot?

A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.

Talk to a partner
Talk to a partner