AgileConnect for HubSpot

USER GUIDE

V2 Prospecting

You can bring in new contacts or companies through the prospecting tool. This is the only time the integration will populate standard properties in HubSpot.
Note: Prospected records outside your data license will be invoiced at your current license rate; these records will not count towards your managed records.
You can check the “Limit to License” box to limit the prospected list to records in your data license.
You can use demographics associated with the Company (institution) when narrowing the criteria for the contact list.
If you prospect a contact, they will be associated with the appropriate company; if the company does not exist, one will be created.
The search results contain records unique to your org (deduped).
Searches in prospecting will be saved.

Step-by-step: Prospecting

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