Overview
The Hubly + Wealthbox integration enables advisory firms to streamline their back-office workflows by syncing client data and activity across both platforms. Hubly helps firms build visual workflows and track client service tasks in real-time, while Wealthbox serves as the central CRM.
By integrating the two systems, firms can better manage client follow-ups, centralize communication, and reduce the need for duplicate data entry.
Key Features
Bi-directional client sync: Client data flows between Wealthbox and Hubly to ensure records stay up to date
Linked contact records: Click directly from Hubly into the corresponding Wealthbox contact profile
Activity & note visibility: Track workflow progress and see relevant client notes from Wealthbox within Hubly
Task automation: Automatically generate workflows or tasks in Hubly based on client activity or contact changes in Wealthbox
Streamlined service models: Use Hubly’s visual boards to manage service processes while keeping Wealthbox as the system of record
How to Enable the Integration
Step 1: Contact Hubly Support
Hubly will activate the integration on your account. You must be a current Hubly customer to proceed.
Step 2: Generate Your Wealthbox API Key
In Wealthbox, go to the three-dot menu (top right) > Settings > API Access
Click “Create Access Token”
Enter a label (e.g., “Hubly”) and click Save
Copy the generated API key
Step 3: Provide API Key to Hubly
In Hubly, go to Settings > Integrations > Wealthbox
Paste the copied API token into the API key field
Click Connect
Once connected, Hubly will begin syncing with your Wealthbox contacts.
How Does the Hubly Integration Work?
Once connected, Hubly and Wealthbox maintain a bi-directional sync of contact data. Client profiles created or updated in either system are reflected in the other. Notes and activities created in Hubly can also be associated with Wealthbox contact records for a unified client view.
Data flow: Two-way sync between Wealthbox and Hubly
Matching criteria: Email address and contact name
Sync frequency: Near real-time
Demo link: Hubly + Wealthbox Video Overview
Troubleshooting & FAQs
Q: Why aren’t my contacts syncing between Wealthbox and Hubly?
A: Ensure that the API token is still active in your Wealthbox settings and that the contact has a valid email address. Hubly uses this as a matching field.
Q: Can I see Hubly activity in Wealthbox?
A: Direct activity logs may not appear in Wealthbox’s activity stream, but related tasks and contact data will be updated accordingly.
Q: Who do I contact for support?
A: For integration issues, reach out to Hubly support at support@myhubly.com. For Wealthbox-specific issues, contact Wealthbox Support.