Hubly

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Welcome To Product Guides

Sync meeting data from Redtail & Wealthbox with Hubly to automate workflows, track meetings, and gain client insights.

CRM Client Meeting Dates Sync

Hubly’s Conditional and Automated Next Workflows enable automated next workflow transitions using conditional logic and forms.

Conditional and Automated Next Workflows

Hubly’s Automated Next Workflows feature allows you to automatically trigger the next workflow when you click the Mark Complete button.

Mark Complete Button: Trigger Next Workflow

Introducing a powerful upgrade to one of the most critical features. Comments —now with Auto-Save, Drafts, and Publish functionality.

Comments in Hubly -Now with Auto-Save, Drafts & Publish (Beta)

This guide covers what Zapier is and how to get started with our 6 pre-built Zap templates for Hubly and Precise FP.

How to Use Zapier to Automate Tasks & Workflows Between Hubly and PreciseFP

High-level overviews of Hubly's features and use-cases.

Product Guides

Insight Dashboards provide valuable data, allowing you to make informed and strategic decisions to drive your firm’s success.

The Value Insight Dashboards can Bring to Your Firm

Use the Forms Report to take actionable next steps with your data, like tracking your sales opportunity conversion rates

Insight Dashboards: Forms Report

Insight Dashboards

Data from Insight Dashboards can be inspected in detail, allowing you to dig into the details of the work done in your hub.

Drilling Down in Insight Dashboards

Any Insight Dashboard report can be downloaded, allowing you to share data with others, prepare for a meeting, or import to another system.

How to Download Insight Dashboards Data

Insight Dashboard data can be scheduled for delivery via email, allowing anyone on your team to receive regular updates on your hub.

How to Schedule Insight Dashboard Deliveries

Alerts can notify you when a condition is met in your Insight Dashboard data; they can be a trigger to take action or investigate further.

How to Set up Alerts

Filtering Insight Dashboards allows you to focus in on the data you need to see.

How to Filter Insight Dashboards

Admin users can control which users in your hub have access to Insight Dashboards.

How to Enable Insight Dashboards for Users in Your Hub

Hubly’s Workflow Sharing feature allows you to share your firm’s best-practice workflows and processes with colleagues, peers, and friends.

How to Share Workflows and Processes In Hubly

How-To Guides

The Next Workflow Not Started dashboard helps your team ensure that clients don’t get stuck at any point in a process.

Insight Dashboards: Next Workflow Not Started

The Important Client Dates dashboard allows you to keep track of the important events taking place in your clients' lives.

Insight Dashboards: Important Client Dates

The Streams & Tags dashboards present data for groups of clients who share one of these attributes.

Insight Dashboards: Streams & Tags

The Client Meeting dashboards help you and your firm understand which clients need to be contacted, and what times of year are the busiest.

Insight Dashboards: Client Meetings

The Client Activity Overview dashboard helps you and your team stay up-to-date on work carried out for your clients.

Insight Dashboards: Client Activity Overview

The User Task Activity and Task View dashboards give you a detailed look at the work being done in your hub.

Insight Dashboards: Tasks

Use the Client Workflows dashboards to gain insights into how your firm is performing.

Insight Dashboards: Client Workflows

The Weekly Activity Summary dashboard allows you to see what work is pending or in progress for the current week.

Insight Dashboards: Weekly Activity Summary

Specific Dashboards

Set up Forms in your Workflow Templates to make client data actionable

Forms: Getting Started

Admins can set up Conditional Logic for Tasks within Workflows based on Forms

Conditional Logic within Workflows: Getting Started

Turn key client data into customized Client Workflows, only completing applicable tasks, and much more

Forms & Conditional Logic in the Client Card

Conditional Logic

A step-by-step guide to help you plan out your new client onboarding process so that you can easily see where every client is.

Streamline New Client Onboarding

Views can include selections for Active or All Workflows

Save 'Show All' or 'Show Active' Workflows to a View

Organize your workflows by common themes and start your day with a high-level overview to keep on top of all of your tasks.

A Quick Way to Get a Head Start on Your Day

Facilitate your next review with this simple framework to keep your team aligned and your Workflows up-to-date as your business changes.

Planning Your Annual Hub Review

A step-by-step guide to help you plan out your client check-in meeting process so that you can easily see who needs your attention.

A Better Approach To Managing Client Check-In Meetings & Reviews

Some Tasks that you complete on a regular basis may not be Client-centric — learn how to plan and manage those in Hubly.

Managing Non-Client-Facing Tasks

Building efficient dashboards for your work in Hubly

Strike a balance between task-list length and detail to create workflows that are a joy to use!

Choosing The Right Level Of Detail For Your Workflows

Keep your Workflows where you need them to be!

Reordering Workflows and Processes

Build smarter workflows with Sequential Task Reminders!

Sequential Task Reminders

Create powerful, well-documented steps that your team can easily follow and build upon as you grow with Workflow Tasks in Hubly.

A New Way to Think About Workflow Steps

Preconfigured Reminders can help your Workflows catch your attention and keep next steps from falling through the cracks.

Build Workflows That Remind You To Keep Things Moving

Document complicated workflow steps using Task Description to help ensure that things get done the right way, the first time.

Make Complex Steps A Breeze With Thoroughly Written Descriptions

Links make it easy to manage an overflowing software suite, showing you exactly where you need to look when completing a Task.

Bookmark Important Links Right Into Your Workflow Tasks

Email templates saved within workflow tasks can save you time and keep you from interrupting your workflow.

Keep Frequently Used Email Templates at Your Fingertips

Document collection, form submission, and meeting scheduling tasks shouldn't catch your team off-guard.

Know Which Of Your Tasks You'll Be Waiting On The Client For

With our latest update, you can now use a "Task Completed" event as a trigger in our Zapier integration.

Zap Trigger: Task Completed Trigger

Building powerful workflow tasks in Hubly

Know what needs your attention and see exactly what your team is working on within the first 5-minutes of your day.

5-Minute Quick Start To Your Day

Workflows can be configured to control which users can make changes to them

Configure Editors to Specific Workflows in Hubly

Administrators can bulk reassign tasks to another user

Bulk Reassign Tasks to Another User

How to quickly assign tasks and reminders to your team

Passing the Baton

Permissions allow firms to restrict who can make major changes.

Control Permissions for Users in Your Hub

Administrators can replace departing users from the Settings page

Replace Users in Your Hub

User Roles can be configured to help Tasks find their way intelligently to the right team member

Automate Task Routing by Assigning Workflow Tasks to Roles

Assigning a Task that can be completed by more than one team member to a shared Role can help you ensure that it gets done faster

Leverage Shared Roles To Manage Workloads

Service Teams can be set up automatically via two-way sync leveraging every client’s assigned advisor from the CRM

Use The CRM’s Assigned Advisor Field To Get Started With Service Teams In No Time

Quick guide on how to remove and re-assign service teams.

Remove and Re-Assign Service Team(s)

Guide on how to sync and unsync CRM roles with your CRM integration.

Sync and Unsync CRM Roles

Collaborating as a team in Hubly

The Comments section lets you jot down client notes which sync right into your CRM

Adding Quick Notes on Clients and Workflow Tasks

The pinned notes section lets you see important client information at a glance.

A Digital Sticky-Note For Your Client Card

Streams can be quickly added in a Client Card and are easy to keep up-to-date

Track Client Service Needs At A Glance

Use Tags to keep record of important client attributes so that nothing slips through the cracks

Stay On Top Of Client Tags And Keep Important Information Top Of Mind

Toggle between active workflows, set up next steps, and schedule future reviews using the Workflows Overview section in a Client Card

See What's In Progress And Plan What Comes Next

Let the client card tell the full story and see the next/last meeting date at a glance.

Tracking Meeting Dates And Types

Keeping track of client information in Hubly

Set and use reminders for workflow tasks to keep yourself and your team on track in Hubly .

Setting Reminders For Tasks To Keep Your Workflows On Track

You can configure workflows to automatically schedule reminders for tasks.

Building Reminders Into Your Workflow Task Lists

See how teams can use reminders on assigned tasks to keep workflows on track in Hubly.

Using Reminders on Assigned Tasks to Delegate Work

Reminders in Hubly

Upload and store files as attachments in the client card in Hubly.

Storing Client Files In The Client Card

Shareable, hassle-free upload links that let clients upload files directly to their client card in Hubly.

Receiving Files From Your Clients Using The Upload Portal

Use workflow attachments to create new copies of files for your clients.

Using workflows to create new copies of files/templates for clients

Managing client files in Hubly

Leverage Hubly and Zapier to create a scalable year-end review meeting process to ensure that nothing slips through the cracks

Automating Your Year-end Reviews

Build a prospecting funnel that lets you eliminate data rekeying and ensure that nothing falls through the cracks

Automating Your Client Prospecting Funnel

Forget manually rekeying meeting dates by connecting Hubly directly to your scheduling software through Zapier.

Get Surge Meeting Ready

Saving time with automation in Hubly

Create households, find and add clients, and assign household roles from the client card in Hubly.

Managing Households, Members, And Roles

Keep a record of which workflows and tasks need to be completed for which members of a client's household in Hubly.

Assigning Workflows and Tasks to Household Members

Quickly apply streams and tags to all members of a client's household.

Configuring Streams and Tags by Household

Households in Hubly

Need to hide some important Client PII? Here's how.

Privacy Mode

Edit which contact statuses will be imported from Redtail to Hubly so you can control which clients you see in Hubly

Customize Which Redtail Contacts Sync to Hubly via Contact Status

CRM integration lets firms restrict access to certain contacts in Hubly

CRM Permissions are Reflected in Hubly

Organizing clients in Hubly

How to integrate your Wealthbox or Redtail account to Hubly

Integrating Hubly with your CRM

Discover four simple ways to start a client in a workflow from your Hub or from within the Client Card.

Add A Client To An Existing Workflow

Need to differentiate between similar but different workflows? Learn how here!

Renaming Instances Of Workflows

A service record for every client in Hubly

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