This would be for a note for a donor or from a donor visit with information. This is used in our donor touches report. The donor touches report is used to show how our team is doing in terms of contacts through emails, phone calls, and meetings.
We use Hubspot for our sales team and we would like the systems to communicate. I would like to know how the two work together. Can you send information both ways or the integration on recieve or send data?
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