Education CRM Integration Made Simple

Turn Salesforce® into a reliable source of education market intelligence

What ConnectLink Does for Your CRM

ConnectLink™ is Agile’s native Salesforce® integration built specifically for education vendors. It delivers secure, streamlined updates to your CRM, ensuring accounts, contacts, and leads reflect the most current education data available.

See ConnectLink in Action

Learn how ConnectLink powers accurate pipelines and targeted outreach without manual work or messy imports.

Built for Education Workflows and CRM Efficiency

Native Salesforce® App

Embedded directly inside Salesforce®, ConnectLink keeps Agile’s education data accessible where your team already works—eliminating external tools, connectors, and manual imports.

One-Click Data Updates

Update accounts, contacts, and leads instantly with a single click, maintaining clean, campaign-ready records without time-consuming manual cleanup.

Education-Specific Data Structure

Built to manage school, district, and educator records, ConnectLink™ supports the unique roles, hierarchies, and relationships that define the education market.

Flexible Control and Support

Run scheduled or on-demand updates, manage licensed and non-licensed records, and work with Agile’s account team for ongoing guidance and optimization.

A Simple Workflow From Install to Activation

Install from AppExchange, map your fields, and run updates on demand or on schedule—keeping Salesforce® aligned with Agile’s verified education data.

01

Connect Your Data Sources

Bring district, school, and educator data together from internal systems, legacy databases, or state sources, then connect it to Salesforce® through ConnectLink with minimal setup.

02

Clean and Normalize Automatically

Agile de-duplicates records, verifies educator roles, and corrects inconsistencies using rigorous data governance and matching processes—ensuring reliable, education-ready data.

03

Sync to Your
Tools

Send clean, verified education data directly into your CRM, ESP, CDP, or analytics platforms, keeping marketing, sales, and operations aligned around one source of truth.

04

Activate and
Measure

Build precise segments, personalize outreach by role and institution, track engagement, and measure performance with connected data powering every campaign.

ConnectLink FAQs

What is ConnectLink™ and how does it integrate with Salesforce®?

ConnectLink™ is Agile’s native Salesforce® app built specifically for the education market. Installed through AppExchange, it embeds directly in Salesforce®, allowing you to update accounts, contacts, and leads using Agile’s verified education data with one click.

Agile refreshes education data on an ongoing basis, with regular update cycles available through scheduled or on-demand syncs. This ensures your Salesforce® records stay current without manual data cleanup.

No. ConnectLink™ works within your existing Salesforce® workflows, enhancing your CRM by keeping records accurate and current without disrupting how your team already works.

Yes. ConnectLink™ allows you to manage updates for both licensed and unlicensed records, giving your team flexibility while maintaining visibility and control over CRM data.

Every ConnectLink™ customer receives 1:1 support from a dedicated Agile account manager, including onboarding, field mapping guidance, workflow recommendations, and ongoing optimization.

ConnectLink™ includes precision controls such as “Do Not Update” settings, allowing you to freeze sensitive fields and prevent overwriting important deal, pipeline, or campaign data.

ConnectLink™ is built exclusively for the education market, using education-specific record structures, verified data sources, and high-touch support to deliver deeper accuracy and relevance.

Power Your Outreach With Clean CRM Data

ConnectLink brings verified education data into Salesforce®, so your team can focus on high-impact outreach and strategy instead of manual updates.

See ConnectLink In Action

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education expertise matters

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