Sync Meeting Dates to CRM calendar
complete
A
Arthur
complete
We're excited to announce that we have completed the work and you can now sync meeting dates and types from your CRM with Hubly. You can find more information about it here:
https://help.myhubly.com/en/articles/9846358-crm-client-meeting-dates-sync
A
Arthur
complete
We're excited to announce that we have completed the work and you can now sync meeting dates and types from your CRM with Hubly. You can find more information about it here:
A
Arthur
We're excited to announce that you can now sync meeting dates and types from your CRM with Hubly. You can find more information about it here: https://help.myhubly.com/en/articles/9243777-meetings-sync-beta.
Since this feature is currently in beta and not enabled by default, please contact us at support@myhubly.com to request access.
Thanks :)
C
Chris C
Agree! It's so redundant and inefficient to have to change manually.
A
Arthur
in progress
A
Arthur
Merged in a post:
Hubly calendar sync to Wealthbox
D
Dionne Kelly
When a client meeting is added to the Wealthbox calendar, it would be great is Hubly was sync'd to allow the meeting date to also be listed in Hubly, instead of having to manually add it to the client's tab.
K
Kate Yearwood Young
This would be huge... it would better enable many potential software integrations!
C
Chris C
The most consistently useful of anything on the list
B
Babette Switzer
I agree!
L
Louise Bryant
When a client event is added to hubly, it would be great to have a pop up prompt to select a related meeting driven workflow.
M
Megan Anderson
Me too!
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