Zapier

Zapier

 & Hubly Integration

Hubly's easy to use technology prevents things from falling through the cracks, for financial advisors and their teams, with proactive reminders and atomic task assignment.

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.

Hubly workflow management software for financial advisory firms

Saving time on repetitive tasks and clearing up your headspace is easier than you think thanks to Zapier and Hubly's integration...

  • Connect your Hubly account with external apps including Calendar schedulers and marketing apps.

    Connect your Hubly account with external apps including Calendar schedulers and marketing apps.

  • Eliminate manual and time consuming steps of typing in client information across multiple different software applications.

    Eliminate manual and time consuming steps of typing in client information across multiple different software applications.

  • Automatically have create new prospects added into Hubly and have current clients updated.

    Automatically have create new prospects added into Hubly and have current clients updated.

  • Automatically assign clients to specific workflows once an action occurs in another software application.

    Automatically assign clients to specific workflows once an action occurs in another 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!"
-Vincent R. Barbera, Newbridge Wealth Management