Product Guides
High-level overviews of Hubly's features and use-cases.
80 articles
CRM Client Meeting Dates Sync
Welcome To Product Guides
Commenting In Hubly - Now With Multi Workflows and Tasks Association
Connecting GReminders to Hubly Using Zapier Webhooks
Conditional and Automated Next Workflows
Mark Complete Button: Trigger Next Workflow
Comments in Hubly -Now with Auto-Save, Drafts & Publish (Beta)
How to Use Zapier to Automate Tasks & Workflows Between Hubly and PreciseFP
Tracking Meeting Dates And Types
See What's In Progress And Plan What Comes Next
Stay On Top Of Client Tags And Keep Important Information Top Of Mind
Track Client Service Needs At A Glance
Adding Quick Notes on Clients and Workflow Tasks
A Digital Sticky-Note For Your Client Card
CRM Client Meeting Dates Sync
Zap Trigger: Task Completed Trigger
Reordering Workflows and Processes
Choosing The Right Level Of Detail For Your Workflows
Sequential Task Reminders
Keep Frequently Used Email Templates at Your Fingertips
Bookmark Important Links Right Into Your Workflow Tasks
Make Complex Steps A Breeze With Thoroughly Written Descriptions
Build Workflows That Remind You To Keep Things Moving
Know Which Of Your Tasks You'll Be Waiting On The Client For
A New Way to Think About Workflow Steps
Sync and Unsync CRM Roles
Remove and Re-Assign Service Team(s)
Bulk Reassign Tasks to Another User
Replace Users in Your Hub
Configure Editors to Specific Workflows in Hubly
Control Permissions for Users in Your Hub
Leverage Shared Roles To Manage Workloads
Automate Task Routing by Assigning Workflow Tasks to Roles
Use The CRM’s Assigned Advisor Field To Get Started With Service Teams In No Time
Passing the Baton
5-Minute Quick Start To Your Day