Hubly

Whether you’re just getting started or looking for a quick refresher, here are the basics to help you find your way around the app.

Hubly Terminology Overview

Create greater visibility over your client work, spot bottlenecks visually, and eliminate constant, time-consuming reviews.

Set up automated actions that actually work together — letting you up your game while keeping repetitive, time-consuming tasks in check.

Helpful articles to help you get started with Hubly

Finding your way around your new Hubly account.

How streams and tags can help you categorize your clients and create time-saving automations with task conditions and workflow rules

The Client Card helps you stay on top of the personalized needs and circumstances of every client

Designed to keep you in control and help you build a repeatable client experience that scales

A deep-dive into client reports, workflow histories, Zapier, and other optimizations that can save you time.

Find answers and get help from Intercom Support and Community Experts

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