Hubly + PreciseFP
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.
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 Completed
Triggers when a client or prospect completes an form engagement.
- 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.
