Integrations
HubSpot and marketing apps
Bring your HubSpot contacts, companies, and deals into Agiled, and connect marketing tools such as Mailchimp.
If your contacts and deals already live in HubSpot, or your mailing lists in a tool like Mailchimp, connect them so your client list in Agiled is complete from the start.
Connect HubSpot
- Open Settings › Apps and choose HubSpot.
- Select Connect, sign in to HubSpot, and approve access for the right HubSpot account.
- Back on the app's page in Agiled, select Import now or Sync now.
- Check Recent runs, then open a few contacts, accounts, and deals in CRM to compare them with HubSpot.
You're done when your HubSpot contacts, companies (as accounts), deals, and owners appear in Agiled's CRM.
Connect a marketing app
Settings › Apps also lists marketing tools, including Mailchimp, ActiveCampaign, lemlist, Mailshake, Moosend, and SendFox. Connect one the same way, signing in or pasting the API key the app gives you, then select Import now to bring in its lists, subscribers, and campaigns.
Good to know
- Clean up duplicates in HubSpot first. It's easier than tidying them in both places later.
- Decide where you'll make changes. If both systems stay in use, agree which one your team edits for each kind of record.
- Contacts with personal email addresses may not be linked to a company the way business addresses are.
- Check unsubscribe and consent details before you email imported marketing contacts. Your marketing tool stays the place to manage consent.