Hubly

Hubly empowers financial advisors to manage high-touch client services efficiently. CalendarLink enhances this by simplifying event coordination with easy Add-to-Calendar functionalities.

Why Use Calendar Links in Hubly

Adding calendar links in Hubly ensures clear client communication, reducing no-shows and enhancing service efficiency.

  • Universal Add to Calendar links work across all platforms.
  • Brandable invite pages ensure a professional look.
  • Analytics track attendance and engagement.
  • Integrations via Zapier and APIs streamline workflow.

How Hubly Works with CalendarLink

Turn Hubly Activity into Calendar Events

1. Create a CalendarLink for each new or updated row

Trigger workflows whenever a New or Updated Contact appears in Hubly, signaling event intent.

2. Send data to CalendarLink

Map client names, event dates, and descriptions through our system. Capture RSVP optionally for further engagement.

3. Publish the personalised invite

Receive an Add-to-Calendar link for seamless event integration, enhancing client scheduling.

Fire Hubly Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select a New Event or RSVP trigger to initiate client workflows in Hubly.

2. Map Add-to-Calendar Data

Easily flow in titles, dates, times, and attendees to stay organized and efficient.

3. Assign Client to Workflow

Update records or send notifications using Hubly actions like Assign Client to Workflow or Find Client.

Optimising Calendar Links in Hubly

  • Utilize analytics to assess click and attendance rates.
  • Use brandable pages to maintain brand integrity.
  • Enable smart reminders to reduce no-shows.
  • Seamlessly integrate using Zapier and APIs for efficiency.

Ready to get started? Create your free account.

No credit card required.
✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications