Zapier
& Hubly Integration
Hubly is the modern workflow management system that provides visibility across your financial advisory firm so that you can sleep at night know knowing nothing will slip through the cracks.
Hubly's integration with Zapier allows financial service professionals to supercharge their efficiency even more by connecting their Hubly account to 2,000+ other applications. You can select the applications that you wish to connect with Hubly to easily eliminate the repetitive and manual work of inputting client information. This integration also allows you and your team to turn client-driven activities, such as scheduling a surge of review meetings, into actionable opportunities in Hubly.
Save time on repetitive tasks and clear up headspace thanks to Zapier and Hubly's integration...
Connect your Hubly account with software you are already using in your business, including Calendar schedulers and marketing apps.
Eliminate manual and time consuming steps of typing in client information across multiple different software applications.
Automatically new prospects and client information added into Hubly and have them placed into workflows within the relevant process.
Automatically trigger workflows for a client once an action occurs in an external software application.
About Zapier
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Calendly, Slack, Mailchimp, and more. You can connect two or more apps together to automate repetitive tasks without coding or relying on developers to build the integration. Zapier helps financial service professionals do their most important work by saving time through automation. For more information and to discover new ways to streamline your work and increase your productivity, visit: https://help.myhubly.com/en/?q=zapier.
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"Our workflows are more efficient because of Hubly, and dare I say fun!"
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