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Agility Blue + HubSpot Integration
Agility Blue is a legal-services / eDiscovery project-management platform. Our integration connects clients, contacts, projects and project datas with HubSpot, giving revenue teams a single, unified pipeline.Our Experience
Method: custom API integration for legal-services / eDiscovery project management.
Built: Clients ↔ Companies; Contacts ↔ Contacts; Projects/Matters → Deals; project data → Custom Objects; pipeline & reporting visibility.
In plain terms: We've built a custom Agility Blue–HubSpot link so clients, contacts and projects/matters appear in HubSpot as companies, contacts and deals. That gives the firm pipeline and reporting visibility on top of its eDiscovery work — so business development and delivery see the same matters, instead of project data staying locked in a separate tool.
- CRM
- Migration & sync
Planning a Agility Blue + HubSpot integration?
Tell us which Agility Blue systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Agility Blue systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Agility Blue Object | Direction |
|---|---|---|
| Companies | Client | Two-way |
| Contacts | Contact | Two-way |
| Deals | Project / Matter | External → HubSpot |
| Custom Objects | Project data | External → HubSpot |
Use Cases
Project Visibility
Projects and matters become HubSpot deals, so the firm runs its eDiscovery pipeline in the CRM and sees where each engagement stands.
Agility Blue Projects / Matters → HubSpot DealsClean Client Records
Clients and contacts map to HubSpot companies and contacts, so each account's matters and relationships sit together in one place.
Agility Blue Clients & Contacts → HubSpot Companies & ContactsPipeline & Reporting
With matters as deals, business development can report on active work, win rates and workload across the firm without opening Agility Blue.
Agility Blue Matters → HubSpot ReportingFeatures
- Client/contact sync
- Project → Deal mapping
- Project data
- Custom API integration
- Field-level mapping
- Reporting
Frequently Asked Questions
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How does the Agility Blue HubSpot integration work?
Agility Blue is a legal-services/eDiscovery project-management platform. We build a custom integration bringing clients, contacts and projects into HubSpot for pipeline and reporting visibility.
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What data can I sync between Agility Blue and HubSpot?
Clients ↔ Companies, Contacts ↔ Contacts, projects → Deals, and project data → Custom Objects.
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Can the integration be customized to our Agility Blue setup?
Yes. Which projects/fields sync and direction are scoped to your Agility Blue setup.