Hubly + PreciseFP

Create clients in Hubly from new PreciseFP prospects or clients

Automatically create a client in Hubly whenever a new prospect or client is added in PreciseFP. This ensures every contact that engages through your PreciseFP forms is instantly available in Hubly for next steps—no double entry required

When this happens...
New Client/Prospect
Triggers when a Client or Prospect is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
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
Try It
- Pdf Template
Trigger
Instant
Try It
- 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
Try It
- 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