Having Hubly sync'd to email would be fantastic. Client email comes in, Hubly recognizes the email address, cues up the contact in Hubly, possibly creates an auto WF/Task, "Return Client email" more awesome if some if the email text was included in task details. Likely better is having a widget pop up with the 10 most used client workflows and you check the box and are able to edit the WF as needed. And then of course, not every email requires Hubly.

I agree, I would love to link the email to the workflow, this is an audit trail as well a cover your own rear end!

also consider solving with an email forwarding address vs a chrome extension

Comment from Debbie: I find myself forwarding emails to colleagues instead of creating a hubly task/workflows because it's quicker. If there was a chrome integration like there is with Wealthbox, it would be a game changer.

I like this idea too. Wealthbox has a Chrome Extension that allows you to take action directly from your Gmail account (via browser). Salesforce and other CRM's do similar. If we could take action from our email to Hubly, it would help with tremendously.

Continued interest from company Advisor as he would like to make a task from a client e-mail, assigning it to the appropriate staff person. This can be done in WB but then tasks need to be re-entered into Hubly for staff.