We have released a new CRM integration feature available for Redtail and Wealthbox CRMs. Hubly will now automatically sync meeting data with your CRM allowing you to import all of your meeting types or event categories directly into the Hubly client card.

We found that only 14% of client households in Hubly had an associated meeting date.

Why does it matter? Meeting dates unlock some of the most powerful automations and insight dashboards in Hubly. With meeting data, you can automate reminders to schedule a client meeting six months after your last one, or even run insight reports to highlight clients you haven’t met with this year.

To get started, navigate to Integration Settings in your Hub Settings. Here, you can toggle the Meeting Dates Sync to “on.”

Once enabled, you’ll be able to edit imported meeting types and choose which ones Hubly should sync. After configuring your preferences, Hubly will automatically sync with your CRM. Depending on the volume of meeting data, this process may take between 2-10 minutes. Once complete, meeting data will appear on the relevant client cards.

After the sync, our bi-directional meeting sync integration ensures that any new meeting dates added in your CRM will sync with Hubly—and vice versa.

To add meetings in Hubly, simply click Add Meeting in a client card, complete the meeting information, and you’ll see the sync status reflected in your CRM.

Learn how to enable meeting sync, set up automations, and leverage insights from client meeting data here.

This feature is limited to the Business and Scale plans. To find out what plan you are on, visit the Account Settings in your Hub Settings.

Hubly's Forms help your firm:

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Hubly's Conditional Logic for Workflow Tasks help your firm:

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Forms & Conditional Logic within Workflows are built to standardize client service records and data across your firm, and this feature really shines in the following 3 use cases:

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This new Insight Dashboards Forms Report helps your firm:

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Hubly’s new Insight Dashboards feature to:

Insight Dashboards are . Visually analyze the data generated across the team in a single space. Effortlessly track client growth, team capacity, and see where processes might be breaking down or taking too long.

To enable Insight Dashboards, . Click your name in the top right corner of your Hub, then click “Settings”. From there, click the ellipses (three dots) next to a user’s name in the Users table, and then click “Enable Insights”. This will turn on Insight Dashboards for this user.

*Please note: A limited amount of users per firm can receive access to Insight Dashboards.

Once enabled, click “Insights” in the top right corner of your main Hub screen. From there, select one of the many Dashboards Hubly has launched to view actionable data generated by your firm.

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Hubly's powerful Insight Dashboards functionality helps:

While we've launched over a dozen Insight Dashboards, to help you kick off your journey in Insights Dashboards:

This dashboard shows pending tasks, workflows, and meetings for the current week. It’s best used to see what work is pending or in progress for the current week. It also helps give visibility into overdue tasks or workflows that have been open for some time.

We love this Dashboard because it:

The Client Workflow Completion History Dashboard:

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Alerts are a valuable way to on one of your Insight Dashboard. They can be a , and helpful reminders to take action, or investigate further.

To set up an alert, click the small bell icon in the top right corner of any piece of data:

Using the drop downs, set up the condition that you would like to trigger the alert, by entering a value you’d like to compare against and selecting how you’d like to make the comparison.

Provide one or more email addresses to send the alert to, and select how often and what time you’d like the alert to run:

When you’re done, click the Save Alert button. You’ll see your new alert in the list, and will now receive email alerts any time your trigger condition is met:

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Any Insight Dashboard data can be downloaded, as a convenient way to:

To download a report, click the ellipsis icon in the top right corner of any Insight Dashboard and select Download.

Select the format in which you’d like to download it. CSV is often convenient for importing into a spreadsheet, while PDF allows for sharing data in a more visual way.

When you’re done, you can click Open in Browser to display the report separately in a new tab (if PDF was selected), or click the Download button to directly download the file.

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Scheduling Dashboard deliveries is a convenient way to . With scheduling, you can:

To schedule a report delivery, click the ellipsis icon in the top right corner of any Insight Dashboard and select Schedule Delivery:

On the Settings tab, provide a name for your scheduled report, and use the dropdowns provided to select when and how often you’d like it to be scheduled:

Provide one or more email addresses to send the report to, and select the format in which you’d like to receive it. CSV is often convenient for importing into a spreadsheet, while PDF or PNG allow for sharing data in a more visual way.

On the Filters tab, you can customize any of the dashboard filters for the purposes of the report, if desired.

When you’re done, click the Save button. You’ll see your new scheduled report in the list, and it will be delivered in the format and on the schedule you set up.

Try it out for yourself and don't forget to Like and Leave Your Feedback letting us know how we can continue to improve your experience in Hubly!