Connect all your tools and work efficiently
Centralize all your data and make it work for you. Hubly's secure integrations ensures that client data flows quickly, securely, and is always up-to-date. Hubly integrates with leading CRMÂ providers, Redtail and Wealthbox as well as with Zapier to expand automation capabilities.
Redtail CRM
Hubly 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. Your data is always up-to-date by syncing client information across both systems.
Learn More
Wealthbox CRM
Hubly's integration with Wealthbox's allows you to take your workflows and client service to new levels. This seamless integration allows you to pull all of your Wealthbox contacts into Hubly, into one visual Hub, ensuring that your client data is always up-to-date and removes the need to rekey client information across both systems.
Learn More
Zapier
Hubly's integration with Zapier allows financial service professionals to supercharge their efficiency by connecting Hubly to their favorite applications and automate repetitive work. Turn client-driven activities, such as scheduling a surge of review meetings, into actionable opportunities in Hubly.
Learn More