Hubly + PreciseFP

Hubly + PreciseFP integrations

Assign clients to Hubly workflows when new PreciseFP forms are completed

Once this integration is in place, you'll be able to automatically assign a client to a workflow in Hubly when they complete a form engagement in PreciseFP. Once a client takes action — like filling out an onboarding or review form — your internal process will kick off with no added clicks or keystrokes.

When this happens...
New Form Engagement CompletedTriggers when a client or prospect completes an form engagement.
TriggerInstant
automatically do this...
Find ClientFinds a client by searching by name or email.
ActionSearch
then do this!
Assign Client to WorkflowAssign a client to a workflow.
ActionWrite

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More things you can do with PreciseFP and Hubly

Discover other triggers and actions you can use with PreciseFP and Hubly

- Type
  Required
Trigger
Instant
Try It
- Type
  Required
- Pipeline Stage
  Required
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Template ID
  Required
- Authentication Method
- Account
  Required
- Contact
  Required
- Secondary Contact
  Required
- Send New Engagement Email
  Required
- Enable Periodic Email Reminders
  Required
- Enable Thank You Email
  Required
Action
Write
- Account Id
  Required
Action
Search

- Account Id
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
- Hub
  Required
- Name
  Required
- Email
- Phone
Action
Write
- Hub
  Required
- Client
  Required
- Workflow
  Required
Action
Write
- Hub
  Required
- Name or Email
  Required
- Name
  Required
- Email
- Phone
Action
Search or write

- Type
  Required
Trigger
Instant
Try It
- Template
- Include Engagement Data
  Required
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Account
  Required
- Pipeline Stage
  Required
Action
Write
- Email Address
  Required
Action
Search
- Email Address
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
- Hub
  Required
- Client
  Required
- Client Date Type
  Required
Action
Write
- Hub
  Required
- Name or Email
  Required
Action
Search

About Hubly

Hubly is a tool built for financial advisors to scale high-touch client services and track every stage of their client service calendar.

HelpHelp

Related categories

Productivity

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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Related Zap Templates

Create clients in Hubly from new PreciseFP prospects or clients