Hubly is a workflow and operations management platform built specifically for financial advisory firms — it helps teams automate and track client onboarding, money-movement, recurring services, and team tasks so nothing “slips through the cracks.”

It is not a CRM itself; rather, Hubly integrates with CRMs like Redtail CRM or Wealthbox and uses existing client data to power standardized, repeatable workflows — making service delivery more efficient and consistent across a firm.

GReminders now integrates with Hubly in the following ways:

• Launch a Hubly Workflow after someone Books a Meeting with you via one of the Event Types
• Create a New Contact in Hubly (assuming they do not exist yet)

Step 1: Connect

First connect your Hubly Account in GReminders. Go to Setup > Integrations > click on Hubly

You will be prompted to login to your Hubly account and authenticate.

Once you do so your Org is connected to Hubly and your User Account.

Note: IF you have other users they should now also connect THEIR Hubly user account by going to Profile > My Integration and logging in to their Hubly using their Hubly Credentials. This will ensure each user has the right permissions and will launch the workflows on their behalf.

Step 2: Launch Workflows when clients Schedule a Meeting

Go to any Event Type (your own or a Managed Event Type), and go to the Automation Section of the Event Type.

Here you can select one or more Workflows that you want to launch when a Meeting is scheduled with you or your team. These will be all your Hubly Templates that you have enabled or created.

Note we will do a email lookup in Hubly to make sure that person/household is in Hubly in order to launch the workflow.

If the person does not exisy we can automatically create a Contact in Hubly first. Please check the “Create Contact in Hubly if not found” checkbox. Don’y Worry, we will not create duplicates.

Once a Meeting is booked the Hubly Workflow will launch and you can manage Workflows Hubly just like normal.

That’s It

Any Questions? Contact [email protected]

Happy Operations!