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.
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.
- automatically do this!Assign Client to Workflow
Assign a client to a workflow.
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