Sync Meeting Dates to CRM calendar | Voters

Sync Meeting Dates to CRM calendar

in progress

Amie Johnson

I would love to see the meeting dates sync with our CRM calendar (Redtail)

July 12, 2022

Chris C

Agree! It's so redundant and inefficient to have to change manually.

Arthur

marked this post as

in progress

Arthur

Merged in a post:

Hubly calendar sync to Wealthbox

Dionne Kelly

When a client meeting is added to the Wealthbox calendar, it would be great is Hubly was sync'd to allow the meeting date to also be listed in Hubly, instead of having to manually add it to the client's tab.

March 19, 2024

Kate Yearwood Young

This would be huge... it would better enable many potential software integrations!

Chris C

The most consistently useful of anything on the list

Babette Switzer

I agree!

Louise Bryant

When a client event is added to hubly, it would be great to have a pop up prompt to select a related meeting driven workflow.

Megan Anderson

Me too!