Agend

Membership platform integrations

Connect Agend to the systems your organisation already relies on.

Agend is the membership platform that brings member context to the marketing, finance and CRM systems your team already uses.

Connected, with clear ownership
Agend membership context
UpbeatMailchimpXeroYour CRMAPIs
Connection philosophy

Connect the work. Keep authority clear.

An integration should make the member journey easier to understand, not blur which system owns the work. Agend starts with the operational boundaries, then connects the context people need.

Choose the right path

3 connections

First-class integrations

Maintained connections for systems that sit close to everyday membership work.

1 path

CRM integrations

A governed coexistence model for organisations retaining an established CRM.

1 path

Flexible API connections

A considered path for another system or a distinctive member experience.

First-class integrations

Three maintained connections, each with a clear role.

Upbeat, Mailchimp and Xero sit close to different parts of membership work. Each connection is framed around that work and the responsibilities of the people using it.

Upbeat

Agend's first-class Upbeat integration helps membership teams keep the context behind their communications and engagement work connected to the people they serve.

Explore Upbeat

Mailchimp

Agend's first-class Mailchimp integration helps membership and marketing teams connect the member context they agree on with the communications they manage in Mailchimp.

Explore Mailchimp

Xero

Agend's first-class Xero integration helps membership teams connect the finance workflows around members with the accounting system their organisation relies on.

Explore Xero
Coexistence and extension

CRM integrations

Keep your CRM. Add the membership experiences it needs.

Agend works alongside Salesforce, Microsoft Dynamics 365, HubSpot and Zoho CRM so your existing investment can retain the domains it already owns.

Explore CRM integrations

Flexible API connections

Create a considered connection when a first-class integration is not the fit.

APIs provide a flexible path when your organisation needs to connect Agend with another system or a bespoke experience beyond the maintained first-class integrations.

Explore APIs
Governance before movement

One member context. Deliberate system boundaries.

  1. 01

    Name the authority

    Agree the domains and fields each system is responsible for before shaping the connection.

  2. 02

    Design around the work

    Start with the member and team outcome, then decide what information needs to move.

  3. 03

    Keep boundaries visible

    Give membership, marketing, finance and technology teams a shared view of responsibilities.

Map a connection around your membership work.

Bring your systems, member journeys and ownership questions to a practical conversation.

  • Australian-owned
  • Designed for membership organisations
  • Governed implementation