Stop maintaining members in two places
A member's details and history live in Upbeat, and Agend reads from that record instead of keeping a second copy, so a new join or an address change is entered once and shows up wherever your team works.
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Your member record stays in Upbeat, not in two places.
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.
Discuss your Upbeat connectionConnected workflows
What this connection supports.
See which system owns which field
Before anything connects, we write down what Upbeat holds and what Agend holds, so your team never has to guess which screen to trust for a member's details.
Authority and ownership
One member record, one owner per field
The connection runs on agreed domain and field ownership. Upbeat keeps the contacts, relationships and communication history it already holds, and Agend owns the membership and engagement experiences built on top, so no field answers to two systems.
Agend
Agend owns the membership operations and the engagement experiences built on the member record.
It reads a member's details from Upbeat rather than storing a rival copy.
Upbeat
Upbeat stays the system of record for the contacts, relationships and communications it already holds.
The connector treats it as the source the member app reads from, not a downstream copy.
Implementation approach
Map who owns what before we connect anything
We sit down with the people who run your membership data and agree, field by field, what Upbeat keeps and what Agend takes on, then configure the connector around that rather than around a template.
Fair questions
Asked by every buying committee.
- Is Upbeat a communications tool or a member record system?
- Upbeat is the member record: contacts, relationships and history. Agend reads from that record rather than treating it as a marketing or comms platform.
- Does Agend keep its own copy of members from Upbeat?
- No. Agend reads a member's details from Upbeat rather than storing a rival copy, so the record stays the one place it is entered.
- What happens if a field is needed in both systems?
- Ownership is agreed field by field before the connector runs, so a field is entered once in whichever system holds it and read by the other.
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Bring us the connection you need.
Bring an export or a screen-share of how your members sit in Upbeat today, and we will map what the connector reads.
- 40+ Membership organizations
- 500–50k+ Members per organization