At the moment, Hubly works best when paired with Redtail or Wealthbox. We are also currently beta testing a Salesforce integration for select users.

You have been added to the waitlist for the CRM that you currently use and we will touch base with you as soon as the integration is available.

Feel free to contact hello@myhubly.com if you would like to explore alternative setup options — we are always willing to work with you and see if there's a way to fit Hubly into your tech stack.