Agency Atlas

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Agency Atlas is a comprehensive relationship platform designed to harness your team's network, email contacts, and professional history to identify potential customers, investors, or hires. By integrating seamlessly with HubSpot, it ensures that customer data remains synchronized between your CRM and support platforms, facilitating efficient and informed decision-making. Key Features and Functionality: - Seamless HubSpot Integration: Connects effortlessly with HubSpot, allowing for real-time data synchronization and streamlined workflows. - Comprehensive Data Mapping: Enables mapping of core and custom fields between HubSpot and Agency Atlas, ensuring data consistency and preventing duplicate records. - Activity Synchronization: Supports two-way syncing of activities such as calls, notes, and conversations, providing both support and sales teams with up-to-date customer information. - Customizable Field Mapping: Offers flexibility to map custom fields according to specific business needs, enhancing data relevance and utility. Primary Value and User Solutions: Agency Atlas addresses the challenge of managing and leveraging extensive professional networks by providing a centralized platform that integrates with existing CRM systems like HubSpot. It streamlines the process of identifying and connecting with potential clients, investors, or hires by utilizing your team's existing relationships and communication history. This integration ensures that all customer interactions are recorded and accessible, enhancing collaboration between support and sales teams, reducing manual data entry, and improving overall operational efficiency.