AgencyFuse enables the effortless creation of a bi-directional data flow between AMS and CRM, providing instant access to comprehensive customer and policy information without leaving your CRM.

By consolidating data from multiple sources, AgencyFuse enables businesses to build powerful, real-time dashboards in HubSpot. These dashboards offer actionable insights, allowing teams to make informed decisions quickly and confidently.

This article will focus on the AMS360 and HubSpot systems and how to sync data between them. First, follow the steps below to create an AMS360 user.

The Sync solution requires systems to work. This article uses an AMS360 system and a HubSpot system.

For more information on how to add systems, follow the link below:

Adding a System

Once the systems are added, the Sync Solution can be used. To do this, a New Sync must be created.

To create a new sync, follow the instructions below:

1. Click on the New Sync button.

2. Provide a Sync Name and Description in the respective fields.

3. Select the systems to sync by clicking on the field. Choose a system from the list. AMS360 and HubSpot have been selected in the example below.

4. Click on the Create button.

5. The New Sync will be shown in the Sync Page. Click on it to open.

A mapping can be created for the new Sync.

1. Click on the New Mapping button to create a new Mapping. A New Mapping page will open.

3. Select a Source System. Click on the dropdown arrow to choose one. AMS360 has been selected as the Source step in this example. The Destination System is automatically set to the HubSpot system.

4. Select the Source Resource. Click on the dropdown arrow to choose one. If no options are available, click on the Fetch Resources button.

5. Select the Destination Action. Click on the dropdown arrow to choose one. If no options are available, click on the Fetch Action button.

6. Once fields are complete, click on the Create button.

The Mappings Page will appear as shown. Each part of the mapping process will be explained in this section. Note that the process moves from Source (AMS360 system) to Destination (HubSpot system) as previously configured.

The filter Section is used to define conditions to filter which records from the source should be processed. Use formulas to create complex filtering logic. Note that the Filter Step is optional.

The Links Step is used to configure relationships between records in different systems. Links help maintain data integrity across systems. For example, if data from a source exists in the destination, links can help prevent duplication. Click on the Configure Links button to create links.

Enter the identifiers (IDs) in the Source and Destination fields separated by a comma. Each identifier represents specific data. In the example below, data with ID 20 from the Source will be linked with data with ID 10 in the Destination. The same will apply for IDs 50 and 15.

Once links are configured, click on the Create Links button.

The Map Section is used to transform and map source data fields to destination fields. Click on the Configure Field Mappings button to configure how data is converted and formatted.

The Destination system fields are listed next to the Source field to be mapped. Type a list of test Resource IDs in the Field Mappings field

Mappings are done in the Source Field Mapping using functions and formulas. Click on a Source Map and field and type the "=" symbol to open the different functions to use. Alternatively, click on the f(x) icon to open the list. This includes formulas and properties that have been preset.

NOTE: The list only shows a select few of all possible formulas and functions. Click on the link below to see more that can be used.

Functions and Formulas

Click on the View Source Fields button to get details about the functions and formulas, including the data type.

Click on the Test Fields button to test the field mappings. Make sure that the Field ID(s) are provided. The Test Results will show at the bottom, as shown in the image below. Click on the Hide Test Results button to hide the results.

The Associate Section is used to create associations between source and destination resources to establish relationships in the target system. Click on the Configure Associations button to configure the associations.

To begin, click on the Add Association button. Type the "=" symbol in the Filter field to open the different functions to use. Alternatively, click on the f(x) icon to open the list. Click on the dropdown arrows in the other fields to select and continue configuring. The Delete button can be used to delete an association.