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.

  1. When this happens...
    PreciseFPPreciseFP
    New Client/Prospect

    Triggers when a Client or Prospect is created.

    TriggerInstant
  2. automatically do this...
    HublyHubly
    Find Client

    Finds a client by searching by name or email.

    ActionSearch
  3. then do this!
    HublyHubly
    Assign Client to Workflow

    Assign a client to a workflow.

    ActionWrite
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Supported triggers and actions

    • 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
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hubly-1 logo

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.

Related categories

  • Productivity
precisefp logo
precisefp logo

About PreciseFP

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

Related categories

  • Forms & Surveys

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier