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.
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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.
Map your CRM with usConnected workflows
What this connection supports.
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.
Authority and ownership
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.
Implementation approach
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.
Often paired with the Membership Platform.
Fair questions
Asked by every buying committee.
- 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?
- Salesforce, Microsoft Dynamics 365, HubSpot and Zoho CRM, with ownership agreed 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.
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.
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Related integrations
Bring us the connection you need.
Bring your CRM and the member experiences you cannot build in it today, and we will map the gap between them.
- 40+ Membership organizations
- 500–50k+ Members per organization