Eric Housh and Zack Terry dig into a real implementation with a university fundraising team sitting on a database of over 100,000 donor records — and no reliable way to know who to call first. The problem wasn't missing data. It was that the data lived in silos across HubSpot, making it nearly impossible to surface the right relationships at scale.

Zack walks through how FSM used HubSpot's data agent to pull together contact history, giving records, family relationships, and event attendance into a single scoring output — high, medium, or low — so the team could stop guessing and start making targeted outreach decisions. The result is a system that applies senior staff expertise automatically across thousands of records.

This episode is for any nonprofit, development team, or relationship-driven organization wondering whether their CRM is actually working for them.

For the full episode video, show notes, and related resources, visit: https://loom.ly/vi7hTbc