AgileConnect for HubSpot

USER GUIDE

Prospect Contacts at company

The Prospect Contacts at Account button allows you to prospect contacts that belong to a specific company.

Use the information on a HubSpot record to fill out the search form.
1. Only one data point is required.
2. More data points can be specified to refine results.
Select the corresponding record from HubSpot to view Agile contacts that are available to be added.
1. A contact may not be displayed if they already exist under a different Company.
Select from the list of contacts those relevant to your Prospecting needs.
This page only operates on currently matched records. If the Company is currently not-matched then it
will not show up when completing the search form. Utilize the Get Match page to match this record first.

You can then narrow down the contacts by job title.

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

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