BBCRM Fundraiser Email Integration

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Best Friends is looking for an email integration with BBCRM that will allow fundraisers to easily add prospect email correspondence from their email applications to their plan steps and interactions in CRM.  Is anyone using a vendor solution they would recommend? We're specifically looking for Outlook O365.  Thanks!

Comments

  • Silicon Harbor Solutions has an O365 plugin. I an introduce you to them if you would like.
  • At Dignity Health we use an Outlook Integration that we worked with Brightvine to build that works really well.  

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