[V1.0]
HubSpot

HubSpot

Sync contacts, deals, and engagement data between Agiled and HubSpot CRM.

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. 1

    Connect HubSpot. Go to Settings > Apps in Agiled, click HubSpot, and authorize with your HubSpot credentials.

  2. 2

    Map pipelines and fields. Match HubSpot deal stages to Agiled pipeline stages. Map custom properties to Agiled fields.

  3. 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.

Bridge marketing and operations

Connect HubSpot to Agiled and keep your marketing and operations data in sync.

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