Your agency tracks policies in AMS360 and prospects in HubSpot. Renewal dates in one system, outreach in another, and nobody connecting the dots.
HSAvailable on HubSpot Marketplace
Setup
How it works
Three steps. Most teams are live in under 10 minutes.
Install from HubSpot Marketplace
Find 300Sync in the HubSpot App Marketplace and install it to your portal. No developer needed — it takes about 90 seconds.
Authorize AMS360
Click "Connect AMS360" and complete the OAuth flow. You'll be redirected to AMS360, approve access, and return to 300Sync — all in under a minute. No API keys to copy.
Watch it sync
accounts → companies, policies → deals, renewal dates → deal close dates. The field mapping is pre-built for your industry — no configuration required. Your HubSpot records start populating immediately.
Data
What syncs
Everything mapped the way your team actually thinks about it — not a raw field dump.
Contacts
AMS360 contact records — including name, email, phone, and address — sync to HubSpot contacts. De-duplication runs on email to prevent doubles.
Primary Records
Core AMS360 records (matters, jobs, projects, policies, or equivalent) map to HubSpot deals. Status changes in AMS360 advance the deal stage in HubSpot.
Activity Timeline
Billing events, status changes, and key interactions from AMS360 appear as timeline events on HubSpot contact records. Your team sees the full activity history without switching systems.
Custom Properties
Industry-specific fields from AMS360 — that have no native HubSpot equivalent — are created as custom properties prefixed with sync300_. Auto-created on first sync.
Sync Direction
Two-way (Professional+). On Starter, data flows from AMS360 into HubSpot. On Professional and above, changes in either system flow to the other.
Sync Frequency
Starter: every 15 minutes. Professional: every 5 minutes. Enterprise: real-time via webhooks. Changes in AMS360 reach HubSpot within seconds on Enterprise.
Mapping
Field mapping reference
Every field pre-mapped. No spreadsheet required.
| AMS360 field | HubSpot property | Notes |
|---|---|---|
| Account: Name | Company: Name | — |
| Contact: Name | Contact: Full Name | — |
| Contact: Email | Contact: Email | — |
| Policy: Number | Deal: sync300_policy_number | Custom property |
| Policy: Premium | Deal: Amount | — |
| Policy: Renewal Date | Deal: Close Date | — |
| Policy: Type | Deal: sync300_policy_type | Custom property |
| Policy: Status | Deal: Deal Stage | Mapped to pipeline |
Custom properties (prefixed sync300_) are auto-created in your HubSpot portal on first sync. No manual property setup needed.
Use cases
What teams actually do with this
New policy creates a deal
When a new policy is bound in AMS360, a HubSpot deal is created with the premium as deal value. Your producers see new business in their pipeline without logging it manually.
Renewal dates drive outreach
AMS360 renewal dates sync to HubSpot deal close dates. Build renewal reminder workflows that trigger 90, 60, and 30 days before renewal — no spreadsheet tracking required.
Account history on the contact record
Policy changes, claims activity, and account notes from AMS360 appear on HubSpot contact timelines. Your producers see the full client picture before they make the call.
Pricing
Simple, transparent pricing
7-day free trial on every plan. No credit card required.
Starter
One-way sync with 1,000 records/month
Enterprise
Real-time sync with unlimited records
Need more detail? See full pricing page with complete feature comparison.
Connect AMS360 to HubSpot in the next 10 minutes.
No CSV. No copy-paste. Just sync.
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