AgileConnect for HubSpot
Workflows created in HubSpot to modify or manage data. Examples: data flow, hierarchy, and data cleanup.
Properties that are specific to Agile data selects. These are created when the app is installed and are specific to the selects that you choose from the data dictionary. If you need to add new properties, contact your Account Manager. Once they have been added to your order, AgileConnect will create the new properties overnight.Â
After the installation of the application, the system goes through overnight to match as many records as possible using our proprietary fuzzy matching algorithm.
When two (or more) companies have the same Institution UID or two (or more) contacts have the same Personnel UID.
Records within your org that are not part of your licensed dataset. Agile will update the custom properties for these records.
After the installation of the application, a custom card is created that can be viewed from any company or contact. Several actions are available from the card including Get Match, Prospect Contacts, Prospect Lists, and the Dashboard link.Â
This action is available on the AgileConnect dashboard and from the custom cards. Use it to match a record if it remains unmatched after the automated nightly match. You can also use this card to change the match or unmatch a record.Â
This action is available from the AgileConnect dashboard and from the custom cards. It allows you to engage with our prospecting tool to query the Agile database for contacts not currently existing in your org. You can prospect either at the building level or the district level. Note: You can prospect both within and outside of your data license. See the Prospecting page for more information.
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