Hubly Integrations

Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers. Mailchimp Transactional adds API-first email and SMS delivery with 99.99% uptime and sub-second speed.

Enterprise video conferencing with real-time messaging & content sharing with Zoom Meetings & Chat. Simplified video conferencing and messaging across any device. Enable quick adoption with meeting capabilities that make it easy to start, join, and collaborate across any device. Zoom Meetings syncs with your calendar system and delivers streamlined enterprise-grade video conferencing from desktop and mobile. Enable internal and external communications, all-hands meetings, and trainings through one platform. Bring HD video and audio to your meetings with support for up to 1000 video participants and 49 videos on screen. Multiple participants can share their screens simultaneously and co-annotate for a more interactive meeting. End-to-end encryption for all meetings, role-based user security, password protection, waiting rooms, and place attendee on hold. Record your meetings locally or to the cloud, with searchable transcripts. Zoom also offers a HIPAA compliant plan for healthcare.

Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.

Gmail is an AI-powered email platform designed to help individuals and businesses communicate securely, efficiently, and professionally. The platform includes intelligent features such as Gemini AI assistance, Smart Compose, Smart Reply, and automated Nudges that help users draft messages, respond faster, and stay organized. Gmail integrates seamlessly with Google Workspace applications including Google Meet, Calendar, Chat, and Tasks, allowing users to manage communication and collaboration from one centralized interface. Businesses can create custom email addresses using their own domain names, helping organizations establish a more professional and trustworthy brand presence. The platform is backed by enterprise-grade security with advanced spam filtering, phishing protection, malware detection, encryption, and compliance-focused infrastructure. Accessible across desktops, smartphones, tablets, and smartwatches, Gmail helps users stay connected and productive from anywhere.

Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings without the back-and-forth emails. Share custom booking links, set availability preferences, and automate reminders, follow-ups, and calendar syncing. Calendly supports one-on-one, group, collective, and round robin scheduling, with smart features like buffer times, time zone detection, and meeting caps. Integrate with Google, Outlook, Office 365, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, and more to embed scheduling into your existing workflow. Calendly helps entrepreneurs, sales, marketing, recruiting, customer success, and professional services teams save time, reduce no-shows, and improve the client experience. Built for flexibility and scale, Calendly offers admin controls, reporting, and enterprise-grade security. Sign up for free and simplify your scheduling today—no credit card required.

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.