Your Find A Client Menu is the best way to search for all of your clients - and we've made it cleaner, smoother, and more functional! Now, you can see your most recently worked-on clients, and type to search for all of the others - no more endless scrolling.
You can search for clients by first or last name, and can still add new clients from this Find A Client Menu.
Can't remember who you're looking for? We've preserved the ability to see a full list of all of your contacts using the All Contacts dropdown field at the bottom.
Additionally, the CRM Sync button has now moved to the bottom of this search menu. Press this to run a manual sync with your CRM to make sure everything is up-to-date — or simply wait for our automated syncs to run overnight!
Find the Workflows that you're looking for and navigate your Hub faster with the improved Workflow Menu!
You can now search for the Workflow you need in an instant, see a dropdown of individual Workflows from any Process, while keeping the flexibility of using Processes to open the entire group of Workflows at the same time.
You can also use the + add button on the client count to quickly add any client to any Workflow without leaving the menu or wrestling with your filtered View.
Do you use nicknames for some clients? Now, your client nicknames will be imported from your CRM into Hubly — and you can search by nickname too.
You can also add nicknames as you create clients directly in Hubly.
Processes can now be expanded to show the individual Workflows that they contain:
Workflows within a Process can now be selected independently, making it possible to show/hide specific Workflows on their own:
While selecting an entire Process will continue to Hide/Show all grouped workflows together, as before:
No more guessing. Now, you can see exactly which workflows have Rules configured right from the Workflows menu.
Introducing Workflow Search to help you navigate your Hub faster:
Simply begin typing to narrow down your available Workflows and Processes:
Never miss a feature launch again. Now, you can read about new feature updates as soon as they happen without leaving Hubly.
Click the lightning bolt at the top of your screen to see a summary of the latest updates:
The red indicator will disappear once you're up-to-date!
Now Hubly can help you get even more done with this latest improvement to Workflow Automation Rules!
With this update you can also select Tags when setting up the
Add or Remove Stream/Tag Rule, which will add (or remove) a client to the Tag in Hubly as well as in your CRM.
Whether you're setting up a new automation rule, or editing an existing one, we know that this update will save you time and eliminate manual rekeying work in your Hub.
Completing a task that was originally assigned to another user in your Hub? Update the assignee to yourself with a new, quick pop-up prompt.
When prompted, simply select
Saveto re-assign the task to yourself, or click away to keep it assigned to the original assignee.
Can't remember who started that Workflow? Now, there is no more second-guessing. See exactly how a workflow was started for a client at a glance.
A client can be added to a Workflow by a user (yourself or a team member), by an automation rule (a repeating rule, important client date rule, age-based rule), by scheduling as a next workflow, or through an integration with Zapier.