workflow automation Integration
Jump +Hubly
Hubly is a workflow automation platform built specifically for financial advisors. Connect Hubly to Jump to turn meeting follow-ups into the right workflows instantly so advisors can move from conversation to execution without switching systems.
Key Benefits
Faster follow-through
Kick off the right workflows directly from Jump after meetings, eliminating manual re-entry and delays.
Smarter workflow selection
Jump analyzes meeting conversations and recommends relevant Hubly workflows based on what was discussed.
Less system switching
Move seamlessly from meeting insights to workflow execution without leaving Jump.
More consistent client service
Standardize follow-up processes by aligning meeting outcomes with firm-approved workflows.
Feature Details
AI-Recommended Workflows
Jump reviews meeting context and suggests the most relevant Hubly workflows to support next steps.
One-Click Workflow Kickoff
Start Hubly workflows directly from Jump’s post-meeting follow-ups with minimal effort.
Client Matching & Creation
Jump automatically suggests the correct Hubly client and allows advisors to create new clients when needed.
Support for Templates & Custom Workflows
Use both standard Hubly workflow templates and firm-specific custom workflows.
Configurable Automation Controls
Choose which workflows Jump can recommend and which meeting types trigger workflow suggestions.
How it Works
Connect Hubly to Jump
Authenticate using your Hubly credentials from Jump’s integration settings.
Review workflow recommendations
After a meeting, Jump suggests relevant Hubly workflows based on the conversation.
Kick off workflows
Select the appropriate client and workflow, then confirm to start execution in Hubly.
Resources
Help Center Article
Step-by-step guidance to help you get answers and move forward quickly.
Onboarding Webinar
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Customer Support
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