Today we are excited to announce the launch of Hubly's integration with Zapier. With this integration, advisors can now supercharge their workflows by connecting their Hubly account to 2,000+ other apps on Zapier! This new capability not only eliminates the manual steps advisors previously took when keying in their client information into Hubly, but more importantly, can let advisors turn client-driven actions into actionable opportunities within Hubly.
With this new integration, you will now be able to automatically find or create existing/new contact records and have them be assigned into Hubly workflows as they occur in another app.
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. Zapier helps financial advisors do their most important work by saving time through automation. For more information and to discover new ways to streamline your work and increase your productivity, visit: www.zapier.com
To connect Hubly to your Zapier account, navigate to the Integrations tab within your Hubly settings page.
Select Integration from the More menu next to Zapier.
Once you login to Zapier, you will be asked to accept the invitation to begin building Zaps.
You can now create a new Zap or add Hubly as a step to any existing Zap in your account.
Hubly works with Zapier to let you eliminate data rekeying and create powerful, time-saving connections with other apps.
You can set up a Zap to look for new submissions on your website's forms or scheduling links, find or create the client in Hubly, and assign them to a specific workflow in your Hub.
When configuring the Find of Create Client in Hubly step for the first time, you will be asked to grant permissions/access for Hubly to share information with Zapier during the Choose App & Event stage of the setup process.
If you experience any issues, you can also grant access manually by selecting Manage Connection from Zapier's integration settings in Hubly.
Back in Zapier, you will then be asked to select your Hub, specify which field to match the client by (their name or email address), and map the name, email, and phone number fields in the event that a new client record needs to be created.
If a client record is not found, this Zap can create a new client in Hubly, which will also be synced to your CRM.
We recommend always matching on the email field when that option is available in your form or scheduling data.
Make sure to test the configuration before moving on.
In the next step of the Zap, you can select which workflow a client should be added to. When configuring the Assign Client to Workflow in Hubly step you will be asked to select your Hub, choose the ID field for the Client, and identify which of Workflow the client should be added to.
For the ID field, you will need to find the identifying string of characters (marked ID) that had been generated from the test data in the previous step.
Make sure to test the configuration before moving on. You should see the test client appear in the corresponding workflow in your Hub.
Now just turn on the Zap to see it in action! We recommend using separate forms and scheduling links for new prospects and existing clients. This way you can configure Zaps to lead into specific workflows.
Get In Touch
Our team is standing by to answer any questions, hear your thoughts, and collect feedback on how we can improve this integration to better meet your needs.
Contact us at firstname.lastname@example.org. We'd love to hear from you!