Hubly + PreciseFP

Assign clients to Hubly workflows with new stage changes in PreciseFP pipelines

Automatically assign a client to a workflow in Hubly when their stage changes in the PreciseFP pipeline. This seamless integration connects your sales or onboarding stages in PreciseFP to specific workflows in Hubly, helping your team stay aligned and automate next steps without manual handoff.

When this happens...
New Client/Prospect Staged in Pipeline
Triggers when a Client or Prospect is moved to a Pipeline Stage.
TriggerInstant
automatically do this!
Assign Client to Workflow
Assign a client to a workflow.
ActionWrite

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Supported triggers and actions

- TypeRequired
Trigger
Instant
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- TypeRequired
- Pipeline StageRequired
Trigger
Instant
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- Template
Trigger
Instant
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- Pdf Template
Trigger
Instant
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- TypeRequired
- Related Team
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Template IDRequired
- Authentication Method
- AccountRequired
- ContactRequired
- Secondary ContactRequired
- Send New Engagement EmailRequired
- Enable Periodic Email RemindersRequired
- Enable Thank You EmailRequired
Action
Write
- Account IdRequired
Action
Search

- Account IdRequired
- TypeRequired
- Related Team
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
- HubRequired
- NameRequired
- Email
- Phone
Action
Write
- HubRequired
- ClientRequired
- WorkflowRequired
Action
Write
- HubRequired
- Name or EmailRequired
- NameRequired
- Email
- Phone
Action
Search or write

- TypeRequired
Trigger
Instant
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- Template
- Include Engagement DataRequired
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- AccountRequired
- Pipeline StageRequired
Action
Write
- Email AddressRequired
Action
Search
- Email AddressRequired
- TypeRequired
- Related Team
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- 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
- HubRequired
- ClientRequired
- Client Date TypeRequired
Action
Write
- HubRequired
- Name or EmailRequired
Action
Search