Integrations
Set up and troubleshoot Hubly integrations with CRMs.
19 articles
- Integrating Hubly with your CRMHow to integrate your Wealthbox or Redtail account to Hubly
- CRM Permissions are Reflected in HublyCRM integration lets firms restrict access to certain contacts in Hubly
- CRM Client Meeting Dates SyncSync meeting data from Redtail & Wealthbox with Hubly to automate workflows, track meetings, and gain client insights.
- Hubly API & Developer Portal
Redtail
Learn how to connect Hubly with Redtail, manage syncing behavior, and troubleshoot common integration issues.
- Customize Which Redtail Contacts Sync to Hubly via Contact StatusEdit which contact statuses will be imported from Redtail to Hubly so you can control which clients you see in Hubly
- Redtail CRM Integration OverviewClient record linking and two-way sync with Redtail CRM
- Redtail CRM & Hubly Integration TipsSteps to take within Redtail to ensure full use of Hubly's automation rules.
- Redtail CRM Review TipsSteps to take within Redtail to ensure full use of Hubly's automation rules. These tips can be done anytime within Redtail.
Wealthbox
Set up and manage the Hubly + Wealthbox integration, including contact syncing and workflow automation.
Zapier
Use Zapier to connect Hubly with other platforms and automate tasks, workflows, and client updates.
- Zap Trigger: Task Completed TriggerWith our latest update, you can now use a "Task Completed" event as a trigger in our Zapier integration.
- How-To Video: Use Zapier to Automate Adding Meeting Dates to HublyPart 2 - Learn how to connect your scheduling tool or calendar to Hubly to automatically add important dates to your Hubly Client Card.
- How to Use Zapier to Automate Tasks & Workflows Between Hubly and PreciseFPThis guide covers what Zapier is and how to get started with our 6 pre-built Zap templates for Hubly and Precise FP.
- How-To Video: Use Zapier to Start a Client in a WorkflowPart 3 - Learn how to use other software triggers to automatically kick-off a workflow in Hubly.
- 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.
- How-To Video: Use Zapier to Automate & Connect Hubly to Other Favorite AppsPart 1: Learn how to set up your triggers from Zapier to other software you use - Calendly, OnceHub, Acuity, Google Calendar, Outlook, etc.
- 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
- Get Surge Meeting ReadyForget manually rekeying meeting dates by connecting Hubly directly to your scheduling software through Zapier.
- Automating Your Client Prospecting FunnelBuild a prospecting funnel that lets you eliminate data rekeying and ensure that nothing falls through the cracks
- Introducing Automation That Actually Saves You TimeSet up automated actions that actually work together — letting you up your game while keeping repetitive, time-consuming tasks in check.