Find  answers to your questions by watching videos of actual Hubly users talking about their experience using Hubly and by reading answers to our most frequently asked questions. If your question isn't answered here, please contact our team at

Hubly Users Answer FAQ for You

We sat down with some Hubly users to ask them some of the most frequently asked questions so that you can hear real answers, from real users. Here is what they have to say...

What is Hubly?

What's Your Favorite Hubly Automation?

Where Does Hubly Save You Time?


How do I get onboarding onto Hubly?

At Hubly, we do the heavy lifting. We don't believe in being just another software product in a large technology stack. This iswhy every customer participates in our hands-on onboarding process. It is designed with a  customer focused approach and conducted by our team of experts to ensure a smooth transition that aligns with you and your team's needs.

We provide Community Onboarding for teams of 4 or less and Full Service Onboarding for larger teams. Each is a one time fee when you first sign up for Hubly.

Are you a CRM?

Hubly is not a CRM. Instead, we activate your client data from your CRM and turn it into opportunities to provide more proactive and customizable services.  Hubly lets you update and manage workflows faster and more intuitively than your CRM – saving our users hours of back-office work each week.

What CRMs do you integrate with?

We integrate with two of the financial service industries leading CRMs, Redtail and Wealthbox. You can learn more about our CRM integrations here.

Do I need to use one of the CRMs you integrate with in order to use Hubly? 

We highly recommend that you only use Hubly if you use either Redtail or Wealthbox as your CRM. This ensures that Hubly  can utilize your client information from your CRM and turn it into actionable opportunities. This way, you can provide more customizable services to your clients. We do have some rare exceptions so if you do not use one of these CRMs but are still interested in using Hubly, schedule a call and we would be happy to discuss your needs to see if we are a good fit for your firm.

Do I have to create all of my workflows from scratch?

No. When you start with Hubly we provide you with over 60 best practice workflow templates so that you can plug and play. In addition, we provide hands-on onboarding with our Workflow Experts . They help you customize your workflows to meet your firms specific business needs as well as set up automations to make your processes more streamlined and efficient than ever.

I have more questions. Where can I find answers?

We'd love to help. You can contact us at our email or, you can schedule a call with our team. We will get back to you during regular business hours.

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