AgileConnect for HubSpot

USER GUIDE

Prospecting

You can bring in new contacts or companies through the prospecting tool. This is the only time the integration will populate standard properties in HubSpot. Note: Prospected records that fall outside of your data license will be invoiced at your current license rate, these records will not count towards your managed records.
You are able to use demographics associated with the Company (institution) when narrowing criteria for the contact list.
You can limit your prospecting list to include only contacts with an email address by checking the “Personnel Email Address Present” box.
If you prospect a contact, they will be associated with the appropriate company, if the company does not exist, one will be created.
The search results contain records that are unique to your org (deduped). You can choose to import some of the records, all of the records, or save the search.
Searches in prospecting can be saved and rerun, they can also be scheduled to run automatically each week.