Connecting Hubly to Pulse360 allows you to trigger and manage Hubly workflows directly from Pulse360 notes, meetings, and workflows.
Step 1: Open Integrations in Pulse360
Log in to Pulse360.
Go to Settings.
Select Integrations.
Click Hubly.
Step 2: Connect Your Hubly Account
Click Connect.
You will be redirected to the Hubly login page.
Enter your Hubly email and password.
Click Sign in.
Once authenticated, your Hubly account will be successfully connected to Pulse360.
Step 3: Sync Hubly Workflows
Go to Workflows in Pulse360.
Click Sync Workflows in the top-right corner.
Select Sync from Hubly.
Your available Hubly workflows will appear in the workflow list.
What You Can Do After Connecting
After syncing, you can:
Trigger Hubly workflows directly from Pulse360
Start client onboarding workflows from notes
Launch workflows from meeting summaries
Automate client engagement tasks
Troubleshooting
Make sure you are using valid Hbbly login credentials.
Ensure workflows already exist in your Hubly account.
If workflows don’t appear, click Sync Workflows again.