Connect all your tools and work efficiently
Redtail CRM
Hubly’s and Redtail's integration makes it so that client data syncs back and forth between the two softwares. This allows client data from Redtail to be turned into actionable opportunities in Hubly to provide more customizable services. This ensures that your client data is always up-to-date and removes the need to update client information across both systems.
Wealthbox CRM
Hubly’s robust integration with Wealthbox allows the two systems to speak back and forth to each other by syncing client information. As a result, client data from Wealthbox is added into Hubly and, once a client record is created or updated in Hubly, the client’s information will instantly update in Wealthbox. This ensures that your client data is always up-to-date and removes the need to update client information across both systems.
Zapier
Hubly's integration with Zapier allows financial service professionals to supercharge their efficiency 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.
"Our workflows are more efficient because of Hubly, and dare I say fun!"
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