Hubly and Salesflare
How to connect Hubly
- Via Zapier — 6 operations available. Set it up ↗
What you can automate
- When task Completed in Hubly, create task in Salesflare.
About Hubly
Hubly is a tool built for financial advisors to scale high-touch client services and track every stage of their client service calendar.
Hubly operations on Zapier
Triggers (1)
Start a workflow when this happens
- Task Completed — Triggers when a task is completed.
Actions (4)
Things Salesflare can make it do
- Assign Client to Workflow — Assign a client to a workflow.
- Create Client — Creates a new client.
- Find or Create Client — Finds a client by searching by name or email.
- Set Client Date — Provided a date, sets the selected client date.
Searches (1)
Look up existing records
- Find Client — Finds a client by searching by name or email.
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