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AgileConnect for HubSpot

Card Upgrade Instructions

Upgrade AgileConnect

  1. Log in to your AgileConnect dashboard.
  1. Under Actions, click the green Upgrade Install button.
  1. Click Update.
  1. Select the same account that was previously used to install AgileConnect.

Note: you can reference your org ID by going to your profile in the upper right-hand of HubSpot in order to ensure that you install in the correct org. 

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.
  1. Return to the Connected Apps page and uninstall the previous AgileConnect app.

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.

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

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