Once Hubly is connected to Pulse360, you can start Hubly workflows in three different places. Choose the option that best fits your workflow.
Option 1: Start a Hubly Workflow from CaptureGenius
Use this option when reviewing meeting summaries in CaptureGenius.
Open a meeting in CaptureGenius.
Click Start Hubly Workflow.
Review the list of available workflows.
Check the box next to the workflow you want to start.
Click Start Hubly Workflow.
The selected workflow will start for the associated contact.
Option 2: Start a Hubly Workflow from Meeting Workspace
Use this option when you want to trigger a workflow while adding meeting notes.
Open a contact and an event and click Add Note.
Select the Hubly Workflow tab.
Use the dropdown to select a Hubly workflow.
Add your note.
Click Add for Single Use or Add and Save to Library.
The selected Hubly workflow will start when the note is saved.
Option 3: Start a Hubly Workflow from the Contact Dashboard
Use this option when you want to manually start a workflow for a specific contact.
Open a contact record.
Go to the Workflows tab.
Click Start Workflow.
Select a Hubly workflow from the dropdown.
Confirm the contact.
Click Start Hubly Workflow.
The workflow will now appear as active for that contact.