--- title: "CRM integrations for membership platforms | Agend" description: "Keep Salesforce, Microsoft Dynamics 365, HubSpot or Zoho CRM while Agend adds the connected membership experiences around a governed member record." url: "https://agend.com.au/integrations/crm" canonical: "https://agend.com.au/integrations/crm" last_updated: "2026-08-11" date_modified: "2026-08-11" source: "https://agend.com.au" --- # CRM integrations for membership platforms | Agend Agend sits alongside Salesforce, Microsoft Dynamics 365, HubSpot or Zoho CRM and adds the member app, learning and community on top, so your existing investment keeps the domains it already owns and nobody has to migrate off a system that works. Microsoft Dynamics 365 has a native integration available now; Salesforce, HubSpot and Zoho CRM connect through Agend Workflow connectors over API and webhooks while their native integrations are built. ## What it does - **Keep your CRM investment in place** — Your CRM carries on running the sales, marketing or account work it already handles, and Agend adds the member-facing experiences it was never built to run. - **Design a governed member context** — We agree where a member's details are maintained and how each connected system supports the member journey, so one person is described once rather than flattened into a single generic model. ## One member, a clear owner for every field The connection is governed by domain and field ownership. Your CRM stays authoritative for the domains it already runs, and Agend owns the membership, learning and community domains it adds, so one member is described once with a clear owner for each field. - **Salesforce** — Sales, accounts, sponsorships and partnerships stay authoritative in Salesforce. — Agend builds the member app, continuing education and community experiences around those records. - **Microsoft Dynamics 365** — Microsoft Dynamics 365 can stay the full member system of record. — Agend becomes the engagement layer members actually see and use. - **HubSpot** — Marketing, pipelines and campaign activity stay authoritative in HubSpot. — Agend adds the membership, learning, event and community context behind them. - **Zoho CRM** — Authority is agreed around the way your Zoho CRM implementation already runs. — Agend adds the shared membership hub without reshaping what your team built. ## Design the coexistence model together We map your systems, domains, field ownership and member journeys around how your association actually runs, rather than dropping a generic CRM template on top of it. ## Frequently asked questions - **Do we have to migrate off our CRM to use Agend?** — No. Your CRM keeps the domains it already runs, and Agend adds the member app, learning and community experiences around it. - **Which CRM systems does this cover?** — Microsoft Dynamics 365 has a native integration available now. Salesforce, HubSpot and Zoho CRM connect today through Agend Workflow connectors over API and webhooks, with native integrations in development. Ownership is agreed either way, to match how your implementation already runs. - **Can our CRM stay the full member system of record?** — Yes - that is the bridged model, where your CRM keeps the member record and Agend adds the membership experiences around it. Authority is still agreed by domain and field, so it stays a deliberate split rather than two systems holding the same data. ## Contact Agend Systems Pty Ltd · ABN 23 666 566 365 - Email: hello@agend.com.au - Phone: 08 7120 8880 - Address: Suite 6, 153 Unley Road, Unley SA 5061 - Book a walkthrough: https://calendar.app.google/1UN1yBt3AzkxGW4X9 - LinkedIn: https://www.linkedin.com/company/agend-tm - Replies by the next Australian business day. ## Sitemap Every public page on this site, as markdown. Append `.md` to any URL, or send `Accept: text/markdown`. - [Full sitemap](https://agend.com.au/sitemap.md): every page with a one-line description - [sitemap.xml](https://agend.com.au/sitemap.xml): the machine-readable equivalent - [Home](https://agend.com.au/index.md) - [The Agend Membership Platform](https://agend.com.au/ams.md) - [Member experience](https://agend.com.au/member-experience.md) - [One record: fourteen days, both sides](https://agend.com.au/member-experience/one-record.md) - [Workflows](https://agend.com.au/workflows.md) - [Intelligence (AI agents, in pilot)](https://agend.com.au/intelligence.md) - [CMS](https://agend.com.au/cms.md) - [CRM](https://agend.com.au/crm.md) - [Directory](https://agend.com.au/directory.md) - [Events](https://agend.com.au/events.md) - [Jobs](https://agend.com.au/jobs.md) - [Learn](https://agend.com.au/learn.md) - [Loop](https://agend.com.au/loop.md) - [Integrations](https://agend.com.au/integrations.md) - [Upbeat](https://agend.com.au/integrations/upbeat.md) - [Mailchimp](https://agend.com.au/integrations/mailchimp.md) - [Xero](https://agend.com.au/integrations/xero.md) - [CRM integrations](https://agend.com.au/integrations/crm.md) - [APIs](https://agend.com.au/integrations/apis.md) - [Making the switch](https://agend.com.au/making-the-switch.md) - [About Agend](https://agend.com.au/about.md) - [Glossary](https://agend.com.au/glossary.md) - [Member Journey Mapper](https://agend.com.au/workflows/studio.md) - [Insights](https://agend.com.au/insights.md) - [Choosing an AMS in Australia: the criteria that decide it](https://agend.com.au/insights/choosing-an-ams-australia.md) - [Member or contact? The question that makes quotes incomparable](https://agend.com.au/insights/member-or-contact-ams-pricing.md) - [What a professional association needs that a club does not](https://agend.com.au/insights/professional-association-system-requirements.md) - [Why switching association management systems feels so hard](https://agend.com.au/insights/why-switching-association-management-systems-is-hard.md) - [Renewal strategy starts before the renewal invoice](https://agend.com.au/insights/association-renewal-strategy.md) - [Re-engage inactive members without another generic email](https://agend.com.au/insights/re-engage-inactive-members.md) - [The first 90 days need more than a welcome email](https://agend.com.au/insights/member-onboarding-first-90-days.md) - [Why associations need a member-first website](https://agend.com.au/insights/member-first-website.md) - [When membership value is hard to explain, make it visible](https://agend.com.au/insights/communicate-membership-value.md) - [Events are a retention tool, not simply a ticketing task](https://agend.com.au/insights/association-event-engagement.md) - [Targeted member communication starts with a record you trust](https://agend.com.au/insights/association-member-segmentation.md) - [CPD is a member benefit only when it is easy to prove](https://agend.com.au/insights/cpd-member-value.md) - [The non-dues revenue conversation is about member value too](https://agend.com.au/insights/association-non-dues-revenue.md) - [A younger-professionals strategy without excluding everyone else](https://agend.com.au/insights/younger-professionals-association-strategy.md) - [Responsible AI for associations begins with trust](https://agend.com.au/insights/responsible-ai-for-associations.md) - [Privacy](https://agend.com.au/privacy.md)