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AgileConnect for HubSpot

USER GUIDE

Onboarding Process

  1. Review the Data Dictionary provided by your Account Manager and return the document marked with the fields you wish to have appended to matched records in HubSpot.
    1. There is no limit on number of fields appended, many clients choose around 50, but we do have instances with more.
  2. Please review the Installation Instructions and contact your Account Manager with any questions. It is best to do this before you begin your install.
  3. Once the data selections are complete, the Agile Integration team will set up your installation link. After they have completed the setup which will take 1-3 days, you will receive an installation email from Agile.
  4. At this point, follow the instructions listed in the Installation Guide to finish the setup of the HubSpot integration and to begin the match and append process.
  5. Once your steps in the Installation Guide are complete, the following will happen:
    1. That evening, AgileConnect will match to all of the records in your HubSpot instance. For those that are matched it will append data from the fields you previously selected. Note: This data will flow into custom properties that are created with the install.
    2. We will match records within your org whether they are licensed or not.
      1. Unlicensed records are considered “Managed Records”. Please contact your Account Manager with any questions.
    3. You should be able to see the data Data Viewer, Prospecting, and Get Match cards. Note: These cards are accessible from the righthand column in any company or contact. See the Glossary for more information on these custom cards.
  6. See the Functionality and Prospecting pages for more details on how to use your new integration and contact your Account Manager with any questions.

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

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