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.

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

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

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Track the progress of all tickets related to your company.

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