Product Guides
High-level overviews of Hubly's features and use-cases.
Welcome To Product Guides
CRM Client Meeting Dates Sync
Conditional and Automated Next Workflows
Mark Complete Button: Trigger Next Workflow
Comments in Hubly -Now with Auto-Save, Drafts & Publish (Beta)
Choosing The Right Level Of Detail For Your Workflows
Reordering Workflows and Processes
Sequential Task Reminders
A New Way to Think About Workflow Steps
Build Workflows That Remind You To Keep Things Moving
Make Complex Steps A Breeze With Thoroughly Written Descriptions
Bookmark Important Links Right Into Your Workflow Tasks
Keep Frequently Used Email Templates at Your Fingertips
Know Which Of Your Tasks You'll Be Waiting On The Client For
Zap Trigger: Task Completed Trigger
5-Minute Quick Start To Your Day
Configure Editors to Specific Workflows in Hubly
Bulk Reassign Tasks to Another User
Passing the Baton
Control Permissions for Users in Your Hub
Replace Users in Your Hub
Automate Task Routing by Assigning Workflow Tasks to Roles
Leverage Shared Roles To Manage Workloads
Use The CRM’s Assigned Advisor Field To Get Started With Service Teams In No Time
Remove and Re-Assign Service Team(s)
Sync and Unsync CRM Roles
Adding Quick Notes on Clients and Workflow Tasks
A Digital Sticky-Note For Your Client Card
Track Client Service Needs At A Glance
Stay On Top Of Client Tags And Keep Important Information Top Of Mind
See What's In Progress And Plan What Comes Next
Tracking Meeting Dates And Types
CRM Client Meeting Dates Sync