Hubly + PreciseFP
Assign new PreciseFP clients to workflows in Hubly
With this integration in place, you'll automatically assign a new PreciseFP prospect or client to a workflow in Hubly. Set up this Zap to ensure that every new lead or client kicks off the right process without any manual handoff.
With this integration in place, you'll automatically assign a new PreciseFP prospect or client to a workflow in Hubly. Set up this Zap to ensure that every new lead or client kicks off the right process without any manual handoff.
- When this happens...New Client/Prospect
Triggers when a Client or Prospect is created.
- automatically do this...Find Client
Finds a client by searching by name or email.
- then do this!Assign Client to Workflow
Assign a client to a workflow.
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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.
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About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
