Overview
Use HubSpot for inbound marketing and Agiled for client operations. This app syncs contacts and deals between both platforms so your marketing and operations teams work from the same data. When a HubSpot lead converts, the contact and deal appear in Agiled automatically. Engagement data from HubSpot emails and forms flows back to Agiled contact timelines.
Configure
- 1
Connect HubSpot. Go to Settings > Apps in Agiled, click HubSpot, and authorize with your HubSpot credentials.
- 2
Map pipelines and fields. Match HubSpot deal stages to Agiled pipeline stages. Map custom properties to Agiled fields.
- 3
Enable sync. Turn on two-way sync. Contacts, deals, and engagement data flow between platforms automatically.
What you can do
Contact sync
Contacts created or updated in either platform sync to the other. No duplicate entries, no manual imports.
Deal pipeline sync
Deals flow between HubSpot and Agiled pipelines. Stage changes in either platform reflect in the other.
Marketing engagement
See HubSpot email opens, clicks, and form submissions on the Agiled contact timeline.
Lead-to-client handoff
When marketing qualifies a lead in HubSpot, the contact and deal appear in Agiled ready for your operations team.
Capabilities
HubSpot app features
Contact sync
Two-way sync of contacts with field mapping between platforms.
Deal sync
Deals and pipeline stages sync between HubSpot and Agiled.
Email engagement
HubSpot email opens and clicks appear on Agiled timelines.
Form submissions
HubSpot form submissions create or update contacts in Agiled.
Property mapping
Map HubSpot custom properties to Agiled custom fields.
Activity logging
Marketing activities from HubSpot are logged on Agiled contact records.
FAQ
HubSpot FAQ
You can use both. Many teams use HubSpot for marketing and Agiled for client operations, invoicing, and project management. Data stays in sync between both.
The integration works with all HubSpot plans including the free CRM tier.
Yes. During setup you can map HubSpot custom properties to Agiled custom fields.
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Bridge marketing and operations
Connect HubSpot to Agiled and keep your marketing and operations data in sync.