Product Guides
High-level overviews of Hubly's features and use-cases.
70 articles
Mark Complete Button: Trigger Next WorkflowHubly’s Automated Next Workflows feature allows you to automatically trigger the next workflow when you click the Mark Complete button.
Conditional and Automated Next WorkflowsHubly’s Conditional and Automated Next Workflows enable automated next workflow transitions using conditional logic and forms.
Connecting GReminders to Hubly Using Zapier WebhooksYou can use Zapier and webhooks to integrate GReminders with Hubly, enabling automation between calendar activity and workflow actions.
Commenting In Hubly - Now With Multi Workflows and Tasks AssociationAssociate multiple comments directly with workflows and tasks — making it simpler to track conversations and actions in one place.
CRM Client Meeting Dates SyncSync meeting data from Redtail & Wealthbox with Hubly to automate workflows, track meetings, and gain client insights.
Using workflows to create new copies of files/templates for clientsUse workflow attachments to create new copies of files for your clients.
Storing Client Files In The Client CardUpload and store files as attachments in the client card in Hubly.
Receiving Files From Your Clients Using The Upload PortalShareable, hassle-free upload links that let clients upload files directly to their client card in Hubly.
Using Reminders on Assigned Tasks to Delegate WorkSee how teams can use reminders on assigned tasks to keep workflows on track in Hubly.
Building Reminders Into Your Workflow Task ListsYou can configure workflows to automatically schedule reminders for tasks.
Setting Reminders For Tasks To Keep Your Workflows On TrackSet and use reminders for workflow tasks to keep yourself and your team on track in Hubly
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Configuring Streams and Tags by HouseholdQuickly apply streams and tags to all members of a client's household.
Assigning Workflows and Tasks to Household MembersKeep a record of which workflows and tasks need to be completed for which members of a client's household in Hubly.
Managing Households, Members, And RolesCreate households, find and add clients, and assign household roles from the client card in Hubly.
Tracking Meeting Dates And TypesLet the client card tell the full story and see the next/last meeting date at a glance.
See What's In Progress And Plan What Comes NextToggle between active workflows, set up next steps, and schedule future reviews using the Workflows Overview section in a Client Card
Stay On Top Of Client Tags And Keep Important Information Top Of MindUse Tags to keep record of important client attributes so that nothing slips through the cracks
Track Client Service Needs At A GlanceStreams can be quickly added in a Client Card and are easy to keep up-to-date
Adding Quick Notes on Clients and Workflow TasksThe Comments section lets you jot down client notes which sync right into your CRM
A Digital Sticky-Note For Your Client CardThe pinned notes section lets you see important client information at a glance.
CRM Client Meeting Dates SyncSync meeting data from Redtail & Wealthbox with Hubly to automate workflows, track meetings, and gain client insights.
Automating Your Year-end ReviewsLeverage Hubly and Zapier to create a scalable year-end review meeting process to ensure that nothing slips through the cracks
Automating Your Client Prospecting FunnelBuild a prospecting funnel that lets you eliminate data rekeying and ensure that nothing falls through the cracks
Get Surge Meeting ReadyForget manually rekeying meeting dates by connecting Hubly directly to your scheduling software through Zapier.
Save 'Show All' or 'Show Active' Workflows to a ViewViews can include selections for Active or All Workflows
Managing Non-Client-Facing TasksSome Tasks that you complete on a regular basis may not be Client-centric — learn how to plan and manage those in Hubly.
Planning Your Annual Hub ReviewFacilitate your next review with this simple framework to keep your team aligned and your Workflows up-to-date as your business changes.
A Quick Way to Get a Head Start on Your DayOrganize your workflows by common themes and start your day with a high-level overview to keep on top of all of your tasks.
A Better Approach To Managing Client Check-In Meetings & ReviewsA step-by-step guide to help you plan out your client check-in meeting process so that you can easily see who needs your attention.
Streamline New Client OnboardingA step-by-step guide to help you plan out your new client onboarding process so that you can easily see where every client is.
Reordering Workflows and ProcessesKeep your Workflows where you need them to be!
Choosing The Right Level Of Detail For Your WorkflowsStrike a balance between task-list length and detail to create workflows that are a joy to use!
Sequential Task RemindersBuild smarter workflows with Sequential Task Reminders!
Keep Frequently Used Email Templates at Your FingertipsEmail templates saved within workflow tasks can save you time and keep you from interrupting your workflow.
Bookmark Important Links Right Into Your Workflow TasksLinks make it easy to manage an overflowing software suite, showing you exactly where you need to look when completing a Task.
Make Complex Steps A Breeze With Thoroughly Written DescriptionsDocument complicated workflow steps using Task Description to help ensure that things get done the right way, the first time.
Build Workflows That Remind You To Keep Things MovingPreconfigured Reminders can help your Workflows catch your attention and keep next steps from falling through the cracks.
Know Which Of Your Tasks You'll Be Waiting On The Client ForDocument collection, form submission, and meeting scheduling tasks shouldn't catch your team off-guard.
A New Way to Think About Workflow StepsCreate powerful, well-documented steps that your team can easily follow and build upon as you grow with Workflow Tasks in Hubly.
Sync and Unsync CRM RolesGuide on how to sync and unsync CRM roles with your CRM integration.
Remove and Re-Assign Service Team(s)Quick guide on how to remove and re-assign service teams.
Replace Users in Your HubAdministrators can replace departing users from the Settings page
Configure Editors to Specific Workflows in HublyWorkflows can be configured to control which users can make changes to them
Control Permissions for Users in Your HubPermissions allow firms to restrict who can make major changes.
Automate Task Routing by Assigning Workflow Tasks to RolesUser Roles can be configured to help Tasks find their way intelligently to the right team member
Use The CRM’s Assigned Advisor Field To Get Started With Service Teams In No TimeService Teams can be set up automatically via two-way sync leveraging every client’s assigned advisor from the CRM
5-Minute Quick Start To Your DayKnow what needs your attention and see exactly what your team is working on within the first 5-minutes of your day.
Insight Dashboards: Forms ReportUse the Forms Report to take actionable next steps with your data, like tracking your sales opportunity conversion rates
The Value Insight Dashboards can Bring to Your FirmInsight Dashboards provide valuable data, allowing you to make informed and strategic decisions to drive your firm’s success.
Forms & Conditional Logic in the Client CardTurn key client data into customized Client Workflows, only completing applicable tasks, and much more
Conditional Logic within Workflows: Getting StartedAdmins can set up Conditional Logic for Tasks within Workflows based on Forms
Forms: Getting StartedSet up Forms in your Workflow Templates to make client data actionable