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.
How to Enable Client Meeting Dates Sync
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.
Find out More
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.