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AgileConnect for HubSpot

2.0 Installation Instructions

Authenticating AgileConnect

  1. Click the link provided.
  1. Click Authenticate.
  1. Click Install.
  1. Select the org which you would like to install in.
  1. Click Connect app.
  1. Upon successful authentication, you will see additional buttons under Actions in the AgileConnect dashboard. 

Configure Cards in HubSpot

  1. In HubSpot, navigate to Connected Apps:
    • Click on the gear in the upper right corner.
    • In the left-hand panel, under Integrations, choose Connected Apps.
  1. Click on AgileConnect V2.
  1. Click App Cards and then Manage Locations to choose where and for which teams you want the cards to be visible.

    Note: the cards are available to add to both Companies and Contacts. 

Note: credentials for the AgileConnect dashboard are required for each user to access the AgileConnect cards. Reach out to your Agile Account Manager to set up credentials.

To learn more, see the AgileConnect Cards page.

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