Integrations
Set up and troubleshoot Hubly integrations with CRMs.
13 articles
Integrating Hubly with your CRMHow to integrate your Wealthbox or Redtail account to Hubly
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.
Wealthbox Integration OverviewTurn client data into actionable opportunities and eliminate data rekeying steps with Hubly's first client data integration.
Wealthbox CRM Review TipsSteps to take within Wealthbox to ensure full use of Hubly's automation rules. These tips can be done anytime within Wealthbox.
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.
Zapier Integration OverviewSupercharge your workflows by connecting Hubly to 2,000+ other apps with Zapier
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.
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.