Update
Agent Planners is now listed on the HubSpot App Marketplace and the SHOPLINE App Store
TL;DR
Agent Planners can now be installed from two public listings: the HubSpot App Marketplace and the SHOPLINE App Store. On HubSpot, each user installs and connects with their own HubSpot permissions; on SHOPLINE, a merchant installs from the store admin and picks the Agent Planners workspace the store joins. Nothing about what the agent can do changes — the listings are new installation paths, with an installation guide for each.
HubSpot App Marketplace
- Listing: Agent Planners on the HubSpot App Marketplace — under Marketing Analytics and Marketing Automation.
- Who connects: every HubSpot user connects as themselves, and the agent sees only the records that person can see in HubSpot.
- What it reads: deals and won revenue by traffic source, new contacts by source and lifecycle stage, record counts and daily changes — next to what your ad platforms say they converted.
- Plans: the listing names every Agent Planners plan, the Free plan included.
- Install: press Sign in to install on the listing, approve, then finish in Agent Planners — HubSpot installation guide.
SHOPLINE App Store
- Listing: Agent Planners on the SHOPLINE App Store — under AI Tools, free to install.
- Which stores: International SHOPLINE stores (your-store.myshopline.com).
- What it reads: orders, products, SHOPLINE's own sales report, attribution with its coverage stated, abandoned checkouts, marketing events and returns — next to your ad spend.
- Install: press Install while signed in to your store's admin, approve the access, sign in to Agent Planners and pick the workspace — SHOPLINE installation guide.
What stays the same
- Connecting from Integrations in Agent Planners works exactly as before; a listing install ends in the same connection.
- Every change to HubSpot or the store goes through the approval step, and the changes a person must decide (contact changes, deletions, repricing and more) always wait for one.
- Details per platform: HubSpot and SHOPLINE.
Frequently asked questions
- Do I have to install from the marketplace?
- No. Connecting from Integrations in Agent Planners gives the same connection; the listings are an additional way in.
- Does a listing mean a certification or partnership?
- No. Both are public app listings; neither is a certification or a partner tier.