Keep CRM investment in place
Let your CRM continue to support the sales, marketing or account work it already handles while Agend adds membership-specific experiences.
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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.
Map your CRM with usConnected workflows
What this connection supports.
Design a governed member context
Agree where member information is maintained and how the connected systems support the member journey without flattening the existing model.
Authority and ownership
One member. Clear authority.
The connection is governed by domain and field ownership. Your CRM can remain authoritative for the domains it already owns while Agend owns the membership and engagement domains assigned to it.
Salesforce
Sales, accounts, sponsorships and partnerships stay authoritative in Salesforce.
Agend adds the membership operations and experiences around them.
Microsoft Dynamics 365
Microsoft Dynamics 365 can remain the full member system of record.
Agend becomes the specialised membership engagement layer.
HubSpot
Marketing, pipelines and campaign activity stay authoritative in HubSpot.
Agend contributes the membership, learning, event and community context.
Zoho CRM
Authority is agreed around the way your Zoho CRM implementation already works.
Agend adds the shared membership hub without flattening the existing model.
Implementation approach
Design the coexistence model together
We scope the systems, domains, field ownership and member journeys around the way your organisation operates rather than forcing a generic CRM pattern.
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Related integrations
Bring us the connection you need.
Start a practical conversation about your CRM, membership journeys and the gaps between them.
- Australian-owned
- Designed for membership organisations
- Governed implementation