HubSpot Integration
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Ernst Jansen
Thanks for adding this, Kraig! HubSpot integration would definitely be valuable for streamlining workflow between platforms.
Curious about which aspects would be most useful for your practice. For example, are you thinking more about syncing client contact info to avoid double entry, or would you want activity completions and engagement to flow back into HubSpot for tracking client progress? Also wondering if you'd want this to work with specific HubSpot features like deal pipelines or ticket management.
Would love to understand your current workflow and how you envision the two platforms working together.