Agend
Membership platform integrations

Keep the systems your membership team runs, and add the member layer.

Agend holds the membership picture - who is a member, what they have paid, what they have enrolled in - and connects it to the marketing, finance and CRM tools your team already runs, so each system keeps doing its job and nobody re-keys the same member twice.

One record, five connections
Agend membership record
UpbeatFirst-class
MailchimpFirst-class
XeroFirst-class
Your CRMCoexistence
APIsExtension
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 associations retaining an established CRM.

1 path

Flexible API connections

A flexible 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

If your members already live in Upbeat, Agend reads from that record rather than asking your team to maintain the same people twice. The connector is already in production, so the member record stays where your team already trusts it.

Explore Upbeat

Mailchimp

When a member joins, renews or lapses in Agend, the Mailchimp audience they belong to can follow, so your comms team stops exporting spreadsheets and hand-cleaning lists before a send. Mailchimp still runs the campaigns; Agend keeps it honest about who is actually a member.

Explore Mailchimp

Xero

Dues, event fees and the invoices you raise in Agend arrive in Xero as records your finance team recognises, so no one re-types a payment and the accounts stay the source of truth for the numbers.

Explore Xero
Coexistence and extension

CRM integrations

Keep your CRM. Add the membership experiences it needs.

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.

Explore CRM integrations

Flexible API connections

Reach a system our first-class connectors do not cover yet.

Not every system an association runs has a maintained connector, and some member experiences are unique to your association. The API is how we connect those, on the same agreed ownership boundaries as a first-class integration, built for your specific case rather than off the shelf.

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.

Fair questions

Asked by every buying committee.

Does Agend replace the systems it connects to?
No. Each connected system keeps the domains it already owns; Agend adds the membership operations and experiences around them, with ownership agreed by your team.
Which system owns which data?
Authority is assigned by domain and field during implementation, so systems complement rather than overwrite each other.
Is a connection a standard product or a scoped implementation?
First-class connections are maintained product capabilities; CRM and API connections are scoped to how your association already works.
Still weighing it up?

Ask us the hard ones – pricing, migration, hosting and the lot. A human from our experienced Agend team replies by the next Australian business day.

Ask a question

Map a connection around your membership work.

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

  • 40+ Membership organizations
  • 500–50k+ Members per organization