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AgileConnect for HubSpot

USER GUIDE

Best Practices

  • Look at Data Viewer custom object to ensure that data is populating.
  • Run a marketing list based on Agile data variables.
  • Prospect a handful of records using the prospecting tool.

You can also prospect outside of your data license; this has an associated fee.

Purge inactive contacts and companies on a regular basis. The Institution Status Text and the Personnel Status Text indicate whether the record is active/inactive/closed.

  • DON’T purge personnel or accounts with opportunities/tasks/notes/etc. associated.
  • When prospecting/marketing, exclude inactive personnel from the lists.

See our April-May two month update report for more information on changes made to the Agile database.

When two (or more) companies have the same Institution UID or two or more contacts have the same Personnel UID, this indicates that they are duplicates and can be merged.

Speak with a Consultant     |     866.782.0241 x 108     |     [email protected]

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