Setting up the integration:
During the initial account setup process in Hubly, select Redtail CRM from the menu of integration partners:
Then, enter your Redtail login credentials and click Next:
Upon successfully linking Redtail with Hubly, you will see that your client records will begin syncing. Select Enter Hub to continue this process in the background:
This integration allows advisors and their teams to sync client data across platforms so that they can get up and running in Hubly with a single click. Redtail users can now access their full list of clients and begin adding them into Hubly workflows without needing to rekey any information:
After the integration, all contact records in Redtail will automatically be linked to client cards within Hubly - no additional action is required.
Redtail users can find any of their existing clients in Hubly by using the "Find a client" search field at the top of their Hub, or by selecting + Add Client(s) on their workflows (more on this below):
Hubly securely syncs the full list of records and keeps information up-to-date. Any new clients created in Hubly will also be created as contacts in Redtail (and vice versa). To create a new client record, users can simply type the new client's name into any client search field in Hubly and select + Create.
The Refresh button next to the "Find a client" field lets users manually sync all records between Hubly and Redtail CRM at any time.
In Hubly, users can view and update any client’s profile in the Client Card by selecting a client from a search menu or active workflow.
The following information within a Client Card is synced with Redtail CRM:
- Client first and last name
- Client household name (Redtail family name)
- Client’s household/family members
- Primary email address and phone number
- Birthday and anniversary
- Tags (Redtail tag groups)
- Comments (Redtail notes)
In addition to being able to create new Redtail client records, users can also create and edit Redtail tag groups right through Hubly as well.
A summary of all Redtail tag groups can be viewed in Hubly’s Tag Manager within the top-right menu on the Hub. Hubly lets users leverage tags to identify, schedule, and personalize the delivery of services and reviews to each client’s needs.
Selecting an existing tag allows users to view, manage, and export the list of associated clients.
In Hubly, Tags can be used to add groups of clients into workflows, personalize workflow task-lists (by applying task conditions), and save time with automation (by setting up workflow rules).
Hubly users can use tags to add groups of clients into specific workflows by using the + Add Client(s) search field in a workflow and selecting the tag by name. All associated clients will be added to start the selected workflow.
Tags can also be used to make workflows smarter with personalized task-lists in Hubly. Instead of immediately assigning all tasks to all clients added to the workflow, tasks can be configured with conditions.
A condition will exclude the task from a workflow for clients who do not have a specific tag.
Tags can also be combined with client dates and used through workflow rules to automatically find groups of clients and schedule when they should be added into seasonal review workflows and/or other processes in Hubly.
When these rules run, Hubly will search for and add all clients associated with the specific tag at that time - no additional action is required.
Hubly’s support team is standing by to answer any questions, hear your thoughts, and collect feedback on how they can improve this integration to better meet your needs. Contact them at firstname.lastname@example.org.