Afraid you’re forgetting something? Hate audits? Alleviate that fear and learn how the Hubly and Redtail integration can help you automate your client service records to make it a breeze! In this video, we teach you how to use tag groups in Redtail to automate Hubly’s workflows and how to simplify the tracking process with notes.
"Our workflows are more efficient because of Hubly, and dare I say fun!"