Zapier
Use Zapier to connect Hubly with other platforms and automate tasks, workflows, and client updates.
10 articles
- 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.